A friendly Specialist will give you an experienced assessment of your personal situation. You’ll get an honest opinion if your planned investment will work with the self-directed platform, and what you should expect in terms of maintenance and upkeep.
A comprehensive welcome packet will be sent to you on your schedule. This will get you started with a few basic forms, and provide clear detailed instructions as to your next steps in the process.
A dedicated Broad Specialist will walk you through the entire process. Your Specialist will make sure that you’re comfortable with the workings of the self-directed platform.
One Paragon Drive
Montvale, NJ 07645
Phone: (800) 395-5200
Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 2:00 pm EST