A note from Victor about the annual rebalancing of your investment portfolios.
You will receive notifications of the investment trades associated with the reallocation and rebalancing of your investment portfolio.
Need help going paperless for your statements? Need help going paperless for your proxy voting letters? Please reach out to our assistant Jasmine Maldonado at (833) 687-7541 or Jasmine@BairFinancialPlanning.com to assist you.
As always feel free to reach out to us if you have any questions or need any assistance. We’re just a phone call or video chat away.
Marci: 619-546-6160 firstname.lastname@example.org
Victor: 619-546-6165 email@example.com