Schedule My Quarterly Review 

Please complete the following information to schedule your quarterly review. You will be contacted within 24 business hours to schedule your appointment. The information you submit will not be distributed to or shared with any third parties and will be processed solely by 1879 Advisors. Please read our Privacy Policy for further details. You may also call us at 800-433-0323 to schedule your appointment.

IMPORTANT: In order to make our time as productive as possible and allow us to provide you with a comprehensive portfolio review, we will be asking you to bring with you or be able to discuss the following with us: All brokerage and mutual fund statements, all annuity policies and CD statements, all IRA, 401k, retirement statements, last years tax returns, life insurance policies, and income and lifestyle needs. If you have any questions, please do not hesitate to call us at 800-433-0323. We look forward to meeting with you soon!

Schedule Your Review Today!
arrow&v
arrow&v
arrow&v

© 2020 by 1879 Advisors® which is the marketing name used by Bruderman Asset Management, LLC, an investment adviser registered with the SEC and which provides investment advisory products, and its affiliate company, Bruderman Brothers, LLC, member FINRA/SIPC through which securities are offered.

Maintained by Digital Resource

Privacy        |        Legal / Disclosures