Special Account Appointment

IRAs, Health Savings, etc.

We can't wait to meet with you.

Before your appointment, please review the list of what you’ll need to have handy. For phone and web appointments, please have access to a device for email + eSigning purposes.

If you have any questions before your meeting, don’t hesitate to contact us at (906) 228-7080.

  Book a in-person appointment

  Book a phone appointment

  Book a video appointment

A general rule would be having the following handy for account opening:

  • Government-issued ID
  • Social Security Number
  • Valid Address
For HSAs, account holders must have a high deductible health plan. Check with your provider to make sure you qualify