SCHEDULE A CONFERENCE CALL

Total Office, Inc. is currently looking for new clients that fit our client profile and would welcome the opportunity to speak with you. To schedule a conference call, please complete and submit the form below. Someone will email you within three business days with a confirmed time for your conference call.

Sincerely,
Sherry Carnahan
Founder/President

Attention Broker Dealers: Most Broker Dealers will not allow their advisors to work with a Virtual Partner. Please contact your Broker Dealer to confirm they will allow you to work with us before contacting our office. Thank you.

Name:*

Firm Name: *

Address:

Email:*

Phone:*

Web Site:

Type of Firm and Income Source:*  

Click all that apply:

Independent RIA
Broker Dealer Affiliated

Other:
Fee Only
Fee Only & Commission
Commission Only

Primary Custodian: *

Fidelity
Schwab
SEI
TD Ameritrade
Other:

Secondary Custodian:

Fidelity
Schwab
SEI
TD Ameritrade
Other

Conference Call Date/Time Preference
Conference calls are primarily scheduled at 11 am and 1 pm Eastern Standard time, on Wednesdays and Thursdays except on holidays.   Please be sure to schedule your conference call no less than one week in advance (in most cases we are scheduling appointments two weeks in advance).

All other inquiries,
please use this link:

General Inquires

Are you a NAPFA member?

We are a NAPFA’s Members Only
Benefit Provider. To learn about our current offering, go to NAPFA’s Member Benefits
page or mention that you are a
NAPFA member when you contact us

Privacy Policy:
As an outsourcer to the Financial Services industry, Total Office, Inc. is committed to maintaining and safeguarding the confidential, integrity and security of personal information that is entrusted to us. We do not provide your personal information to mailing list vendors or solicitors. We will add you to our mailing list, with an “unsubscribe” link at the bottom of each email should you wish not to be on our list.