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.
As a Telemus client, you and your advisor work together to build a wealth management strategy that aligns with your needs and goals. Our tax concierge team will compile all the information needed to prepare a complete and accurate return.
The Telemus Tax Concierge team will coordinate the selection of a CPA that meets your needs. We will help you gather and organize the relevant documentation and information, and our team will share it directly with the selected CPA. The result: less time spent thinking about your taxes, and more time focusing on the things that matter most to you.
We understand that your wealth management needs and goals can shift over time. When that happens, you can enjoy peace of mind knowing that your Telemus Advisor, CPA & Telemus Tax Concierge team are all communicating and working on your behalf, helping you achieve your goals.