COVID-19 UPDATE: We are committed to serving you during these uncertain times. Our staff is available via phone, email and virtual meetings during normal business hours. If you have any questions, please reach out to your RCG advisor or call 407‑422‑0252.

Read our latest communications on COVID-19

Custodian Contact

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

  • Thursday, November 26 – Friday, November 27
  • Thursday, December 24 – Friday, December 25
  • Friday, 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