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Disaster Recovery

In the event of a natural disaster and you are unable to reach us, here are some important contact numbers:

TD Ameritrade Institutional
(888) 354-8361, option 1
www.AdvisorClient.com

American Funds
(800) 421-0180
www.AmericanFunds.com

Massachusetts Emergency Management Agency
(508) 820-2000
www.mass.gov/orgs/massachusetts-emergency-management-agency

To reach Rick Fingerman or Lyman Jackson, go to your most recent client letter and call the cell number at the bottom of the letter.

Schedule a 30-Minute Call