Wednesday, January 8, 2020

1099r and 1099 forms will be available in January and February

1099r and 1099 forms will be available in late January and late February.  I will personally mail Folio forms to you as soon as I receive them. Shareholder Services Group will mail 1099 forms directly to you.

I will be going on a trip to Yuma in February or March. I will send a new blog post when I actually go. Make a note of my cell phone number, (541) 601-1241. I only use this phone when I am traveling.

Stephen L Gerritz

Tuesday, December 31, 2019

Happy New Year 2020


Gerritz Wealth Management wishes you a happy and safe New Year!

Just a reminder: We have retired our 800 phone number. You can reach us at 541-608-9958.

Friday, November 15, 2019

Gerritz Wealth Management, Inc. is taking its 800 Phone Number out of service by the end of the year.

Gerritz Wealth Management, Inc. is taking  its 800 Phone Number out of service by the end of the year. Please write down our 541-608-9958 number as our only working phone number. 

The 800 number was getting way to many Robotic calls.  Also, most of our clients have been calling our 541-608-9958 number.

Stephen L Gerritz

Wednesday, October 16, 2019

Gerritz Wealth Management, Inc. Phone Number 541-608-9958

Gerritz Wealth Management, Inc. is taking  its 800 Phone Number out of service by the end of the year.   Please write down our 541-608-9958 number as our only working phone number.

The 800 number was getting way to many Robotic calls.  Also, most of our clients have been calling our 541-608-9958 number.

Stephen L Gerritz

Wednesday, October 2, 2019

I will be doing all IRA Required Minimum Distributions this month.

I will be doing all IRA Required Minimum Distributions this month. I will be mailing required forms for many accounts. I will be able to do automatic withdrawals for some accounts.

Steve

Thursday, February 28, 2019

2018 Folio 1099s and Form 8949 will be mailed out today 02/28/2019

2018 Folio 1099s and Form 8949 will be mailed on 02/28/2019.

If your tax preparer is Steve Constans, I will be mailing your forms directly to him.

Stephen L Gerritz, CFP