Financial Advisor Confirmation Page

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Here is what you can expect:

1) You may receive a phone call or e-mail to confirm that your interest in speaking with a financial adviser.

2) Based on your location, goals and portfolio, you will typically matched with two financial advisers. In a few cases, it will be one or three.

3) While this goes without saying, please keep in mind the financial advisers are small business people trying to provide a good service. If they are not the right fit for you, we would greatly appreciate it if you would still be courteous when you speak with them.

Please let us know what you think about the financial advisers. We want to have the best network of advisers possible and your feedback will help us improve of network.