Contact Us
Using Our Office You are welcome to fax or email for Meredith to review and comment, or to hold in your file until your next appointment. If you do this, please be sure to note on the fax the action you would like our office to take.
For secure mailing, we do have an overnight account number for you to use for send us important documents. We can provide this information for you, upon request. Office hours and appointment times: Meetings range in time from 30-120 minutes, depending on the meeting agenda and objectives and are held at Meredith’s office or via telephone.
Tuesdays from 8:30AM-4:00PM
Due to this appointment schedule, Meredith returns calls and works on client financial plans during the remaining time on Mondays and Fridays and is not available for appointments.
Our office is open 8:30a.m. to 4:30p.m., Monday through Friday. However, all business is conducted by appointment only. Meredith can also be accessible via cell phone and e-mail most other times. Please call first if you need to come into the office. We periodically close our office for off-site education and holidays.
|
|||||
|
Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC). Copyright 2010. All Rights Reserved. Privacy Policy |
|||||