accounting, tax and financial planning, investments


Thank you for visiting our website. Please use one of the following contact methods for more information on our firm or more information on one or more of our service offerings. We look forward to talking with you.


Phone

Direct - 402.371.1160
Toll Free - 800.694.1160
We take calls Monday to Friday 8:00 AM to 5:00 PM CST and Saturdays during tax season from 8:00 AM to 12:00 PM CST


FAX
To send us documents use our fax line by dialing 402.379.3818


Address
McMill Building
125 South 4th Street
P.O. Box 1264
Norfolk, NE 68702


You can stop by any time and visit us in person...


Office hours are 8:00 AM to 5:00 PM CST Monday through Friday, evening and weekend hours by appointment.

We cannot accept trade orders or other investment account transaction requests by voicemail, fax, or email. Trade orders or account transaction requests, important letters or documents, emails, or fax messages regarding your investments must be confirmed or conveyed by calling 402-371-1160 or 1-800-694-1160 and asking to speak directly to either your investment advisor representative or an available investment advisor representative. Emails, faxes, and voicemails may not be monitored daily, or after normal business hours and cannot be relied upon to timely communicate your wishes. Requests for trade orders and other transaction requests received after 1 PM CST, will be processed on a best efforts basis and may not take place until the following trading day.