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

Wednesday, January 30, 2019

2018 Folio Institutional 1099Rs mailed out today

Your 2018 Folio Institutional 1099Rs were mailed out today.

For those clients that have both a Folio 1099r (IRAs) and a Folio taxable account, all 1099s will be mailed out in the second half of February.

Steve