Emergency Instructions

Important Message to Our Clients:

If our office is not operational due to an unforeseen event, please make note of the following information:   

  • To place a trade in a brokerage account, call Commonwealth Financial Network at 800-251-0080, ext. 9991.
  • To request a check or wire transfer, call 800-251-0080, ext. 9992.
  • To access your 401(k) account, contact the platform your company has chosen (such as Fidelity, American Funds, etc.).
  • For anything else, call Brendan Conry's cell phone at 802-712-2194.

It is our hope that we do not have to use these emergency instructions, but we keep them in place to ensure that we can continue to serve you . . . under any conditions.

Thank you.