EMERGENCY OPERATIONS!
Due to the current emergency situation, our office is currently closed. However, we are functioning off-site to support your financial needs.
Depending on the availability of electrical power, internet access, and cellular services in our current location, we are able to retrieve email, telephone calls, and voicemail remotely.
Please also feel free to contact us directly for urgent matters.
Mason – 504-828-0323
Jack – 504-322-3293
Charles - 504-322-4195
Wayne – 504-828-8685
Al – 504-220-2608
If you are unable to reach us, please call LPL Financial, or your mutual fund company directly for assistance.
When contacting them, please be prepared to answer security questions in order to verify your identity.
For service with LPL Financial accounts:(Brokerage or Advisory Accounts)
Client Service Team: 800-558-7567
For service with MUTUAL FUND accounts:
(Your assets are held directly at the Mutual Fund Company)
Capital Group /American Funds .........………. 800-421-9888
Fidelity .…………………….................................. 800-522-7297
Franklin Templeton ..................................…. 800-524-4040
Invesco ......................…………………….............. 800-959-4246, or 800-776-4246
JP Morgan …………....................…...........…….. 614-213-4273
MainStay Funds .......................…........………. 888-474-7725
MFS ....................………...............…………………. 888-637-5472
PIMCO …………………...................................….. 887-576-5352
