As our compliance leader, I’m usually the one who says what we can’t do. Not this time. Effective immediately, I am pleased to announce a new way to communicate with us.
You can now text message our team anytime!
As always, our goal is to simplify your financial life, allowing you the freedom to focus on what truly matters. Communication is a vital part of our relationship, and we’re breaking down barriers, making that communication as easy as sending a text. Connect with our team effortlessly, anytime, from anywhere.
This innovation is more than a service; it’s a commitment to enhancing your experience with us. Embrace the freedom of effortless communication. Take the long view confidently, knowing your financial journey is constantly supported by a team just a text away.
Add any of these numbers to your phone and shoot us a text to test it out!