Walsh Financial Solutions logo

5610 Ward Road, Suite 300 Arvada, CO 80002

9200 E. Mineral Avenue Centennial, CO 80112

 

Phone:  303-252-0852

 

Website: www.walshfinancialsolutions.com

November/December 2020

Safe Deposit Box Tips

Safe Deposit Box Tips

Safe deposit boxes are one way to keep valuable documents and other items safe offsite.


Here are some items you might consider keeping in your safe deposit box:

  • Deed and title documents

  • Paper stock and bond certificates

  • Vaccination records

  • Birth and adoption certificates

  • Marriage and death certificates

  • DD-214s and other military records

  • Precious metals

  • Social Security cards


What not to keep in a safe deposit box:

  • Original copy of your will

  • Cash (no FDIC protection)

  • Advance directive and power of attorney documents

  • Drugs

  • Firearms and ammunition

  • Hazardous chemicals


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Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
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