Wealth Management

[fa icon="plus-square"] May I view my accounts online?
Yes.  You can view your account online at Investor360°.  If you need further assitance, please call our office toll free at 888-408-6937.
[fa icon="plus-square"] How is my money protected?
Securities in accounts carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments company, are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). For details, please see www.sipc.org. NFS has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage.This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.
[fa icon="plus-square"] Where is your office located?
We have offices in Burlington, MA, Hyannis, MA and Scarborough, ME. Please click on the office nearest you for contact information and directions.
[fa icon="plus-square"] Who is your broker/dealer?
All investment professionals must be affilitated with a broker/dealer. Our independent broker/dealer is Commonwealth Financial Network®. Read more about what this means to you.
[fa icon="plus-square"] How often will I receive account statements?
Active accounts will receive statements monthly. Accounts with no activity will receive statements quarterly.
[fa icon="plus-square"] Am I able to receive my statements electronically?
Yes, you may receive account statements electronically. Please contact our office for more information.
[fa icon="plus-square"] Is it possible to suppress confirmations on trades or activity in my account so I will receive less mail?
Unfortunately, industry and broker/dealer regulations do not currently allow us to suppress confirmations, but you may receive them electronically.
[fa icon="plus-square"] What are your office hours?
We will have a member of our firm available to answer phone calls Monday through Thursday from 8:00 A.M.-5:00 P.M. ET and Friday 8:00 A.M.-4:00 P.M. ET. Appointments or calls before or after these hours can be arranged directly with your financial representative.
[fa icon="plus-square"] When I send you a check, to whom should it be made payable?
Please make all checks payable to “National Financial Services.”