Please make note of my new business Phone number and address.
Gerritz Wealth Management, Inc.
541-664-3892
555 Freeman Rd Unit 169
Central Point, Oregon 97502-2558
Stephen L Gerritz
Please make note of my new business Phone number and address.
Gerritz Wealth Management, Inc.
541-664-3892
555 Freeman Rd Unit 169
Central Point, Oregon 97502-2558
Stephen L Gerritz
Folio (Goldman Sachs) 1099s, 1099r, and form 8949 will be available about the middle of March.
Don't hesitate to call me at 541-608-9958 any time, for any reason (this is a direct line to me).
Stephen L Gerritz
Stephen Gerritz
Today I mailed SSG online account authorization forms. When you get these forms you must signed for each account separately to have the accounts available for online viewing.
Stephen L Gerritz
Some accounts have already transferred. I am still waiting for final paperwork on a couple accounts.
I expect transfers to be completed in August.
Stephen L Gerritz