Our firm is fully operational during this pandemic.
Our main office will remain closed for the time being and we are working remotely. Our business hours have not changed and we continue to provide you with a high level of services. We would like to assure all of our clients that all business functions are currently operating normally. When you call in to the office, you are being redirected to the remote office location for our staff. As soon as we receive guidance from State and County officials, we will begin to transition back into our office.
For now, we are conducing client review meetings and presentations remotely using our video conferencing technology. If you have questions about your account or would like a review, please reach out to us:
Main Line: (866) 444-4964 or (714) 940-0888
Client Service Direct Line: (714) 516-8810
401k / Retirement Plan Service Line: (888) 783-3528 or (669) 255-401K (4015)
Main Fax Line: (714) 940-0889
We are checking all e-mail accounts during regular business hours and you may wish to e-mail us instead:
Client Service e-mail: firstname.lastname@example.org
401k Client Service: email@example.com
Please feel free to call our office or e-mail us at any time!
We wish you and your families health and safety during these challenging times.
-The Lagos Wealth Advisors Team