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.
Bob is one of the original founding Partners of Telemus. Bob works with Telemus clients to help them develop financial goals and investment strategies for the near to long term. Bob has more than 35 years of investment and financial industry experience and has helped clients weather a wide variety of market situations across all stages of life.
Bob is a graduate of the University of Michigan. He currently serves on the Board of Directors of the JFMD Partnership2Gether and the Natan Fund of NY. Married with three children, his hobbies include biking, golf, skiing and travel.
Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.
See moreThrough a deep and thoughtful exploration process with a unique team of experts, we help you define what finacial and personal achievement means.
meet the teamCopyright ©2024 Kovitz Investment Group Partners, LLC d/b/a Telemus Capital
Regulatory Filings (including Form CRS Relationship Summary) | Privacy | Disclosures | Terms & Conditions