Gerritz Wealth Management, Inc. New Phone number and address!

 

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

Due to mid-year brokerage firm transfers, you be will getting 2022  tax forms from both Shareholders Service Group and Folio (Goldman Sachs).

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).