Do you have questions? We’ve got answers to some of the most frequently asked questions.
Q: What’s the best way to find out who I should speak with at The Millstone Evans Group about a specific topic?
A: One quick way is to check our most recently updated Service Team Contact List. Also feel free to reach out with general inquiries by calling our toll-free office number, 800.201.4554, or emailing us through our contact form.
Q: Is there a specific process you follow when working with a new client?
A: Yes, there is, and it’s tailored to each client. Our expert team of financial advisors at The Millstone Evans Group makes the onboarding process as simple as possible for you. We will create a personalized financial and investment plan that is designed to save you time now and in the years ahead. We start with an initial conversation about your current situation, questions, challenges and interests. Here is our process in a nutshell.
Q: Do you offer any tutorials on how best to use your tools and resources?
A: We do. These helpful how-to videos will guide you step by step through a variety of our tools and resources, including Client Access, My Big Picture, finding your statements and fees as well as where your tax documents are, setting up e-delivery, fund transfer, eSignature, how to use Vault, making a mobile deposit, and even setting up a Zoom call.
Q: What is your relationship with Raymond James?
A: Learn more about our relationship with Raymond James here.