PFA Updates

Year-End Distribution Requests and Holiday Office Closures

Nov 21, 2022

We are approaching the end of the year and Presper Financial Architects would like to remind you that any year-end distribution requests should be submitted to our office as soon as possible to allow for sufficient processing time at TD Ameritrade.

We ask that all time-sensitive requests that must be processed and recorded for tax year 2022 be submitted by December 9, 2022. Requests submitted after this date will be honored on a best-efforts basis.

As we head into the holiday season, please note PFA offices will be closed on

Thursday, November 24, Thanksgiving

Friday, November 25

Friday, December 23

Monday, December 26, Christmas, public holiday observed

Monday, January 2, New Year's Day, public holiday observed

Please feel free to reach out to us by calling (330) 253-6000 if you have any questions or concerns. We truly appreciate the opportunity to serve you and are grateful for the trust you’ve placed in us.

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