800 South First Street,
The following is a list of items we will need from you in preparation for your first meeting with a financial advisor:
Some form of state ID
The most recent copy
This includes items such as:
These can be with companies like E-Trade, Edward Jones, Raymond Jones, Wells Fargo, Hilliard Lyons, or State Farm.
Please include names, date of birth, relationship, addresses, phone numbers, and SSN. The trusted contact is someone we can call if we cannot reach you or your spouse.
A statement of any retirement/ tax-deferred annuities held with companies like Nationwide, Jackson National, MetLife, or Hartford.
Checking and savings account, as well as any CD’s you may have.
Please bring the items to our office or email prior to your scheduled meeting.