If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Telemus was founded in 2005 as an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions. We currently manage or advise on approximately $3 billion of investment assets for high net worth individuals and families, endowments and foundations, and select institutions. Telemus was created with the belief that our clients deserve a more imaginative approach than what was available from traditional firms. Our founders shared a strong conviction that there was a better way to meet client needs.
For important disclosures please visit www.telemus.com/disclosures
We have built a firm that is especially well suited for serving eight specific types of people or institutions - we call these our “communities”. To learn more about this approach, click on the community below that feels like you.
Each client works with a wealth management team headed by a relationship manager. As an advisor, not a salesperson, they work on behalf of the client. Through a deep and thoughtful exploration process with a unique team of experts, we help define what financial and personal achievement means to you.
Meet the team
