1790 Yardley-Langhorne Road, Suite 202,
We are excited to have you join our family.
Krum Insurance & Financial Services, LLC is now part of Edelman Wealth Management Group, Inc. Look for the Edelman logo on communications going forward and bookmark the Edelman website. You should also add email@example.com to your contacts to be sure you receive any new information via email.
Our priority is helping you take care of yourself, your family, and your business. We are looking forward to getting to know you and will continue to put you in the best position for success.
Get to know the Edelman Wealth Management Group>
What are the benefits to me?
Exceptional Professional Team
Who do I call about my account?You can continue to call Chris, Wendy, and Michael at the office number that you know, 215-396-2888 or you can call 215-579-5601. Their new email addresses are:
Can I access my account online?Once you sign and return the Docupace document emailed to you on Friday, 9/15, you will be able to access your account online through our Client Portal.
Are there any new fees or costs?The fee structure and cost for your accounts will remain the same.
Will my investments change?Your investments will not change. We will continue to meet with you and make recommendations when appropriate.
Will there be any changes to my insurance policies?Your insurance policies will not change, and we will service these policies and provide guidance as needed.
Does this change affect my current Financial Plan?Your financial plan will not be affected by this merger. We will continue to monitor your plan, incorporate changes in your objectives and circumstances, and meet with you to review your progress toward your goals.