Disaster Recovery

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

Charles Schwab & Co.
(800)-515-2157
www.Schwaballiance.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, Lyman Jackson, Janet Friedman or Andrew Holmes  go to your most recent client letter and call the cell number at the bottom of the letter.