FAQ

COMMONLY ASKED QUESTIONS AND WHERE TO FIND THE ANSWERS

Portfolio Design/Investment Account Questions

Jeffrey Tindall can assist you with adjusting your portfolio. Please contact him at 571.510.3839.

 

Who To Contact to Transfer Money

To transfer money from accounts currently handled by TFG Private Wealth Management, please contact Jhena Roy via Email at Jhena@TFGroupPWM.com.

 

Client Events

Have a question about a client event? Please contact info@TFGroupPWM.com

 

Investment Management LPL

For LPL questions, such as transferring funds, please contact Jhena Roy at Jhena@TFGroupPWM.com. 

For opening a new account, please contact Jeffrey Tindall at 571.510.3839.

 

Reset Your Account Login

To reset, click on this Equitable link. You will then be prompted to answer questions to reset and log back on. 

If you have any questions or issues, please call the eService phone 877.222.2144 and then select Option 2. 

 

Service Center Numbers

Annuity 800.777.6510
Life Insurance 800.789.7771
Investment Management LPL 866.487.7508