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.
Help us get to know where you stand today including your financial goals, objectives and risk profile. Our suitability assessment includes a review of the assets, liabilities, and cash flow that makes up your financial life.
Once you’re matched with the right portfolio, we take care of the more complex parts of investing (like tax-loss harvesting and portfolio rebalancing) throughout the year.
You are in the driver’s seat — but you are never alone. Our award-winning team manages over $3 billion in client assets* and is here to support you at each step along your path to financial independence.
Your portfolio should represent you: your goals, your tolerance for risk, and your choices. Telemus Digital adapts your portfolio to your unique investment style.
Set off on the road to financial independence by filling out a few basic questions about yourself and your goals