Gunness Financial Services
FAQs
Below are answers to common questions you may have as you begin your work with the Gunness Financial Team.
“Colorado Hillside” by Jim Bush
Frequently Asked Questions
Q: Where do I send checks?
A: Checks are made out to LPL Financial and can be sent in one of two ways. The first is to send them directly to us here at Gunness Financial Services.
91 Main Street, Suite 113
The American Tourister Building
Warren, RI 02885
Or you can send them to LPL directly:
LPL Financial
Department M
PO Box 500950
San Diego, CA 92150
Q: What is AccountView and how do I set it up?
A: AccountView gives you online access to your accounts, statements, secure documents, and Goals. It is also a great way to access financial proposals and advice from your Gunness Advisor. Take a look at the following brochure that we’ve put together. This covers most common issues when setting up your AccountView profile. If you still have more questions, don’t hesitate to get in touch.
Q: Does Gunness Financial Services use secure email?
A: Your privacy, and the security of your personal information is extremely important to us. To this end, we will be using an encrypted email service when sending certain documents or information electronically. Check below for a brief introduction, and get in touch if you have any questions.
Learn more about resources we provide to empower and support our clients.
“Breaking No. 3” by Pete Hocking