Always ask.
You’re welcome to call or email us anytime with questions, but the answer may be closer than you think. Take a peek at our Frequently Asked Questions—we’re confident there’s an answer there for you.
What should I expect when requesting personal financial guidance?
If you or your family member have financial concerns, our financial professionals are just a phone call (1-877-412-7483) or click away from helping you better understand your next steps and other resources that may be available to you. However, it’s important to note that the financial professionals in our network can only provide you with general information and guidance, not complex financial advice. If your issue is more involved, the financial professional may recommend consulting a financial advisor privately.
When connecting with a financial professional in our network, here’s what we do/don’t provide:
✓ General guidance
✓ Taxation support
✓ Budget support
✗ Specific financial advice
✗ Investment advice
✓ = provided
✗ = not provided