Where to begin?
You’ve reached a decision: it’s time to assess your options. But change can be daunting, especially when it comes to your financial future.
For starters, just call us to schedule a consultation. If you determine that H.M. Payson is a good fit for you, the process of changing investment advisors is relatively easy – and we’ll be here to help you along the way.
I’ve been with my current advisor for years. At this point, it’s kind of personal…
Everyone with means has an “advisor”, but few are well-served. Your financial future is too important to settle for less than what you deserve. Changing investment advisors can feel awkward, but you needn’t be timid. This is important business – yours!
How long will it take?
Once new account paperwork is completed and signed, we take it from there. In most cases, the transfer of marketable securities occurs within two to three weeks.
Whom should I ask for?
If you happen to know someone at H.M. Payson, feel free to call that individual to get the conversation started. If you are new to the firm, ask for Dan Lay, John Beliveau or Margaret Wilder.