Appointments

APPOINTMENTS WITH SUE

Please call the office to schedule an appointment with Sue Hansen.

GAYLE’S CALENDAR

We look forward to meeting with you to help you meet your financial goals.

We can accommodate meetings over zoom, phone or at our location. If you don’t see a time that works for you, call 315-637-5153.

Choose a date and time from one of our calendars. Once your appointment is set, you will receive an email confirmation that will allow you to set the appointment in your calendar. You will also get a reminder email 24 hours before your meeting.

If you are a new client, the best way for us to start putting your plan together is for you to have some information on hand. We’ve prepared a meeting checklist to help you get ready.

INVESTMENT MEETING

TAX MEETING

Securities offered through Vanderbilt Securities, LLC •Member: FINRA, SIPC • Registered with MSRB • Advisory Services offered through Vanderbilt Advisory Services. Hansen's Advisory Services and Vanderbilt Securities, LLC, are separate entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

Appointments

APPOINTMENTS WITH SUE

GAYLE’S CALENDAR

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