Client Centered

Save Our Contact Information to Your Phone


iPhone (Apple Contacts)

  1. Scan the QR code or open the downloaded .vcf file.
  2. The contact information will open in the Contacts app.
  3. Scroll to the bottom and tap Create New Contact or Add to Existing Contact.
  4. Tap Done - the checkmark in the upper-right corner to save the contact.

Android Phones

  1. Scan the QR code or open the downloaded .vcf file.
  2. If prompted, choose Contacts or Google Contacts.
  3. Tap Import, Save, or Create Contact (the wording may vary depending on your device).
  4. If prompted, select the Google account or phone where you'd like to save the contact.

Once saved, you'll have quick access to our  Contact Information:  phone numbers, email, website, office location, Zoom meeting links, and other helpful resources whenever you need them.

Securely Upload to Us


You can upload photos and files directly into  your mobile phone’s camera

Schedule

Join Private Video Session


Use this direct link for personalized private video Zoom sessions with Dustin LaPorte and his staff.

Join In
Join Open Group Video Session

Join Open Group Video Session


Use this link for group meetings open to the public, like our Weekly Message, Market Updates, Educational Seminars, etc.

Join In

Directions to Our Office 


Google Maps or Apple Maps to our office is located at 1476 Ben Sawyer Blvd, Suite 3, Mt. Pleasant, SC  29464. In the same suite as the non-affiliated law firm H. Michael White, Jr.

Directions

Preparation Resources

We have created these links to help you prepare for our meeting.


For more information or questions, reach us at (843) 882-5336.

To Access Your Osaic Account Information:

  • Osaic OneView - View the performance of your investments with us.

Call (843) 882-5336 or Schedule Online


GPS Links to Our Office

Google Maps