FAQs
Portfolio Design / Investment Account Questions
Jeffrey Tindall and Omar Jennings can assist you with adjusting your portfolio. Please contact them at Jeff@TFGroupPWM.com or Omar@TFGroupPWM.com
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.
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.