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more good info... avoiding identity or investment frauds meeting & working with financial advisors referrals to other professionals |
Protecting Yourself From Identity Fraud A special note to new visitorsIf you are an individual, family, endowment, or family foundation and were referred to us or you just like what you have seen here, we welcome your phone call or email so we can discuss your situation. From there we can decide how we might want to move forward to address your financial services needs. Thank you. Confidential contact or information requestFeel free
to give us a call during business hours with your inquiry. Other times or if you
just prefer email, simply send a message to: ...if this is your initial contact with us, please copy and paste the following form into your email message: __ I just have a few initial questions, please give me a call. Contact info(*=required items): *Name(s): Address: *City, State Zip: E-mail: *Phone: Here are some details of my inquiry, comments, or questions: ____________ InstructionsPlease include a meaningful description in your email's subject line. If you provide us with your contact information, we will be able to promptly reach you to answer your questions or respond to your request. Call us by phone for urgent service. This branch office complies with the KMS Privacy Policy.
Maps and directionsElectronic mail and spam filter noticeE-mail is an excellent choice for sharing general information, service requests, or other non-time-sensitive business. However, it may be subject to transmission failures or delays so please do not send time-sensitive messages such as an order to buy or sell a security, transfer money, etc. Such orders are best communicated in a two-way telephone conversation or in writing if a signature is required. Complex consultations or conversations done by phone or in person can sometimes be more effective and time-efficient than via email. Email notice: We employ spam and virus filter systems. Occasionally a legitimate message gets stopped and we may not see it. If we don't respond timely to your e-mail message that requested our action then please follow up with a phone call. Tele-marketing calls, junk mail, junk faxes, and e-mail spam to this office will not be tolerated and will be reported to the Washington State Attorneys General Office. Washington State enforces anti-spam and telemarketing laws. Senders of unsolicited e-mail are subject to this offer. Missed appointmentsAs disclosed on our Advisory Fee Schedule, there may be a fee if you fail to show up for an appointment. We request a minimum 24 hours of notice if you must reschedule or cancel your appointment. |
Community Investing Achiever in the Social Investment Forum 1% For Community campaign since 2002. Calvert Foundation Advisor of the Year in 2004. Learn more! Sign up for SRI updates, tell a friend, or link to us from your blog.
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