Skip to main content
617-630-4978 800-224-0132 emilie@planwithfps.com
  •  
  •  
  •  

  • Home
  • Who We Help
  • Who We Are
  • What We Do
  • Weekly Blog
  • Client Center
    • Private Client Portal
    • TD Ameritrade Institutional
  • Resources 
    • Video Library
    • Access Our Whitepapers
    • Retirement Assessment Tool
    • Privacy Policy
    • Disaster Recovery
    • Disclosure Document
    • FAQs
  • Contact Us

    You are here

  1. Home
  2. Resources
  3. Disaster Recovery

Disaster Recovery

In the event of a natural disaster and you are unable to reach us, here are some important contact numbers:

TD Ameritrade Institutional
(888) 354-8361, option 1
www.AdvisorClient.com

American Funds
(800) 421-0180
www.AmericanFunds.com

Massachusetts Emergency Management Agency
(508) 820-2000
www.mass.gov/orgs/massachusetts-emergency-management-agency

To reach Rick Fingerman or Lyman Jackson, go to your most recent client letter and call the cell number at the bottom of the letter.

Newsletter Sign Up

Our 4 Step Process

Upcoming Workshop

cfp.jpg FPA_web.jpg accfs_logo idfa_logo

Additional info

  • Sitemap
  • Privacy Policy
  • Disclosure Document

Contact info

  •   120 Wells Avenue, Newton, Massachusetts 02459
  •   617-630-4978
  •   emilie@planwithfps.com

Contact us

Click here to see our Privacy Policy | Click here to see our Disclosure Document | Click here to see our Disaster Recovery Info

© 2018 Financial Planning Solutions, LLC. All rights reserved.

Website Design For Financial Services Professionals