FAQ

COMMONLY ASKED QUESTIONS AND WHERE TO FIND THE ANSWERS

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

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

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

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.

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.