Who to call

Who to call for what

Call Josh for the following:

• Investment advice
• Market analysis
• Wealth planning review
• Changes in personal situations
• Life insurance/annuities
• Wealth management
• Professional advisor coordination
• Questions on intestment plans portfolio reviews
• Intergenerational wealth transfer

Call Mary for the following:

• Money movement
• Check requests
• Account opening & updates
• Appointment scheduling
• Online access
• Asset transfers
• Balance inquiries
• Answer general questions
• Historical inquiries
• Account research