
1563 Crossings Centre Drive, Suite 100
Forest, VA 24551
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Phone: 434-316-9356
Toll Free: 1-888-316-9356
Fax: 434-316-9357
Email: info@wealthmgt.net
Our email addresses:
Office Information
Normal office hours: 9 am - 5 pm Monday - Fridays
Our office is usually closed on Federal Holidays when the New York Stock Exchange is closed.
We are normally not available for meetings -
- Tuesday mornings: we have internal administrative and staff meetings
- First two weeks of each quarter: we are compiling your quarterly reports and newsletter.
- Brian generally works Tuesday - Saturday and is not available on Mondays.
Any checks going into your investment accounts should always be made payable to Fidelity Investments - never Huff, Stuart & Carlton.
Sharon is your client service manager. Questions about your accounts, deposits going in, checks that you need to write and/or transfers should be directed to Sharon.
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