Phone scams are always a threat, especially to people who are 55+ years of age. We’ve written about cybersecurity on this blog before and...
READ MOREOnline access
by Elizabeth Sydzyik | Aug 17, 2022 | Client Services & Operations, P&A Articles
In today’s world where everything seems to be online, you might be hesitant to set up yet another login that requires a fancy user ID, unique...
READ MOREA new Lending facility for our clients
by Jon Sevenker | May 11, 2022 | Client Services & Operations, P&A Articles
P&A clients who meet certain criteria now have another way to borrow money against their Schwab after-tax investment (i.e. non-retirement)...
READ MORESaving you some effort
by Diane Klein | May 3, 2022 | Client Services & Operations, P&A Articles
Back in December 2021, we mailed a letter to our clients saying we had made a change in how we process securities litigation and class action...
READ MOREHoliday Scams…’Tis the season!
by Diane Klein | Dec 23, 2021 | Cybersecurity, P&A Articles
This time of year, scams seem to come out in the masses, trying to entice you to give up personal information whether by phone or email. In...
READ MOREComplimentary Services
by pittand | Aug 30, 2021 | Client Services & Operations, P&A Articles
It’s time once again to go backstage at P&A! In addition to managing investment accounts and developing financial plans, we also offer an...
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