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Custodian Contact

Our office will be closed the following dates during the holiday season:

  • Thursday, November 22 – Friday, November 23
  • Friday, December 14 (at 11:30 a.m.)
  • Monday, December 24 – Tuesday, December 25
  • Tuesday, January 1

If you need immediate assistance with an urgent matter regarding your investment accounts while our office is closed, please contact your custodian directly:

Schwab Signature Services Alliance

800.515.2157

TDAmeritrade

800.431.3500