Address: 5400 Connecticut Avenue, Suite 100
  La Mesa, CA 91942
Phone: 619-697-2684
Fax: 619-697-8257
Email: info@davis-seiley.com

WealthView

San Diego Balboa Park
San Diego Gaslamp
San Diego Downtown

Remote Reviews

Remote Reviews are available for those clients who live out of the San Diego area.  We can do this over the phone, using Skype, and/or using a service called join.me. 
 

No Computer Access:

If you don't have access to a computer, we can mail you some of the items Marc will discuss with you as you talk on the phone.

 

Computer Access:

If you do have computer access, great!  If you have a webcam, we can Skype or FaceTime. 


Skype

Our Skype addresses are:

Marc - marc.pusd
Joe - joe.seiley
Janelle - janellemass
Tara - tara.alkire

Please feel free to add any of us prior to your remote review to ensure you're set up and ready to go for your appointment.  Tara and Janelle are available to do test runs if you'd like. 


FaceTime

Our FaceTime addresses are:

Marc - wearestill9@icloud.com
Joe - joe.seiley@gmail.com
Janelle - nellmass@gmail.com


Join.Me

The other service we use is called Join Me.  It will allow you to sit in front of your computer and watch what Marc is seeing/showing you on his computer.  This way you don't have to juggle any documents or try to open files, etc.  It is very easy.  To use Join Me, enter the website join.me in your internet browser.  Once the Join Me page has loaded, look for the green area toward the middle of the page that says "Join Meeting" and asks you to enter the code.  We will give you this code once we begin our phone call. 


All of these options make Remote Reviews easy and helpful.  Again, please call us if you need help. 

 

 

 

 

Davis & Seiley Wealth Management Inc., an SEC Registered Investment Adviser

 

Fidelity Investments is an independent company, unaffiliated with Davis & Seiley Wealth Management, Inc. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied in the Davis & Seiley Wealth Management, Inc. site and does not guarantee or assume any responsibility for its content. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. E review # 571463.1.0
 
Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved