Fiduciary Phone Number
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Insurance Bank of Oklahoma
Give us a call, or complete the form and we will contact you. Private Banking. Tulsa Area: 918-293-7582. Oklahoma City Area: 405-272-2558. Trust Services. Tulsa Area: 918-293-7560. Oklahoma City Area: 405-272-2348. Fiduciary Services.
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Updated: 6 hours ago
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Form R-5 Virginia Department of Taxation Nonresident Real ...
Virginia Department of Taxation, P.O. Box 1115, Richmond, Virginia 23218-1115. ... website at : www.tax.virginia.gov: or ordered by phone from the Department of Taxation, 804-367-8031. Part I. Nonresident Payee ... FEIN, or Virginia Business Account Number Name (If Trust) Name and Title of Fiduciary Address (of Fiduciary if Trust) Number ...
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Updated: 4 hours ago
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The TOTAL CONTROL ACCOUNT
regarding the Total Control Account provided on this form. If you have further questions about the Account, MetLife’s Investment and Fiduciary Services Department is available every business day at (908) 634-9594 or through its toll-fr
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Updated: 3 hours ago
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Contact Us Fiduciary VA.gov Veterans Affairs
Contact Us. Please reach us toll-free at (888) 407-0144 and select the appropriate Fiduciary hub below. For general evidence or information related to your fiduciary records you may mail or fax information to: VA Fiduciary Intake Center P.O. Box 95211 Lakeland, FL 33804-5211 Fax 888-581-6826
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Contact Us Vita Companies
For additional information, please contact Karl Hansen at (650) 567-9300. Vita Planning Group LLC understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security A
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Updated: 4 hours ago
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Meeting Your Fiduciary Responsibilities - DOL
Voice phone: (202) 693-8664 . TTY: (202) 501-3911. ... a fiduciary may want to survey a number of potential providers, asking for the same information and providing the same requirements. By doing so, a fiduciary can document the process and make a …
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DC Estate, Inheritance and Fiduciary Tax Returns | otr
Frequently asked questions about Estate, Fiduciary and Inheritance taxes are listed below. For additional information, call (202) 478-9146. All FAQ Topics DC Estate Taxes What is an estate tax? The estate tax is a tax imposed on the transfer of the "taxable estate" of a deceased person. When must it be filed? A DC Estate Tax Return (Form D-76 or Form D-76 EZ) must be filed …
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Updated: 5 hours ago
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- Contact List Found
- 1. 918-293-7560
- 2. 804-367-8031
- 3. (908) 634-9594
- 4. (888) 407-0144
- 5. (650) 567-9300
- 6. (202) 501-3911
- 7. (202) 478-9146
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Frequently Asked Questions
Is Northwestern Mutual a fiduciary?
Fiduciary and fee-based financial planning services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors.
Is steward partners global advisory a fiduciary?
As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients’ best interests.
Is ok401k a fiduciary?
In 2018 Terry’s company Ok401k became a Registered Investment Advisor (RIA). No commissions and no conflicts of interest. As a fiduciary, one of the services we provide is selecting and monitoring the funds in your 401k or IRA.
Is Runnymede a “fiduciary”?
The good news is you’ve found Runnymede, a “fee-only” registered fiduciary. Our fees are 100% transparent, and you’ll always know that your interests come first.
Is Wescott a fiduciary?
June 2021 – For years, we’ve been hearing the question: “Are you a fiduciary?” The answer is simple: Yes! Wescott Financial Advisory Group LLC is proud to announce that the firm has been named to the Philadelphia Business Journal’s 2021 Best Places to Work list.