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.
We act as your family financial advisor providing objective strategic advice and tactical guidance on important financial matters helping you prioritize goals and determining which strategies best compliment your personal financial objectives.
This is a comprehensive consulting and implementation service. We are here to serve as your family CFO and concierge; a one-stop-shop for idea generation, analysis, decision making and implementation. We coordinate all of your financial matters into one holistic plan and facilitate its execution. Our job is to be proactive, not reactive.
“In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”Theodore Roosevelt
Tax preparation and filing is provided by CPAs, who are either independent contractors of Telemus, or unaffiliated with Telemus. Clients using unaffiliated CPAs may be charged additional fees for preparation and filing of returns under a separate agreement.
Estate Planning & Wealth Transfer services are provided by attorneys unaffiliated with Telemus. Attorneys may charge client additional fees for services under a separate agreement.
We provide a trusted financial quarterback to identify financial challenges, develop coordinated solutions, and implement your decisions. Your financial quarterback is supported by a team with a wide range of backgrounds and expertise, providing you a truly holistic perspective.
Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.See more