Global is considered an essential business and remains open to support our clients’ needs during these uncertain times. In the interest of our shared safety, we are staffing our locations on a reduced hours basis to fulfill essential services only.
Serving and supporting our clients is at the heart of what we do, and we have employed every tool at our disposal to ensure our staff can continue to perform their jobs, maintain required social distancing, and fulfill our promises to you. Going back to 1960, our firm has weathered its share of storms. Please know that we are here to support you however we can, as we weather this most recent storm together.
Below are some of the tools we’re using to make this virtual transition as smooth as possible. You’ll also find resources and key insights from our partners at Buckingham Strategic Partners that we hope you’ll find helpful.
David Garelick EA, CFP®
Click here to access our client login page.
Scheduling Virtual Meetings
Click here or give us a call to schedule a virtual or phone meeting.
Securely Send Documents
Click here to securely upload any documents to us that has sensitive information on it (Account Numbers, SSN’s, etc.)
Investment Account Deposits
While you can continue to mail us checks, the best route to make deposits is electronically through the custodians mobile apps (Schwab, Pershing, Betterment). Please feel free to reach out to us for assistance.
Click here to track your stimulus payment from the IRS’ website.
The National Cyber Security Alliance has great information and tips on how to protect yourself from current threats.