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.
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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.
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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.
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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.
