Monon Wealth Management

Monon Wealth Management

2019-04-13 9:00 AM - 11:00 AM
Monon Wealth Management
Address: 99 East Carmel Dr. Carmel, IN

Customer: Monon Wealth Management

Extra Truck (Y/N): 1 onsite truck

NOTES: INDY

Allshred Sales/Mngt. Rep: Calia

Related upcoming events

  • Williams Wealth Services Shred Day
    2019-04-20 9:00 AM - 2019-04-20 12:00 PM

    Customer: Williams Wealth Services

    Saturday, April 20, 2019

    9:00a - 12:00p EST

    3380 Travis Pointe Rd
    Ann Arbor, MI 48108

    View on Map

    Organizer:

    Martha Williams

    martha@WilliamsWealthServices.com

    Presenter:

    Martha Williams

    Things you should shred to protect your privacy:*
    • Financial Statements
    • Canceled & Blank Checks
    • Paycheck Stubs
    • Credit Card & Account Numbers
    • Credit Information
    • Personal Records
    • Tax records
    • Medical records
    • Any items containing your social security number or signature.

    Shredding is limited to 5 bags or boxes per vehicle, no electronic items will be accepted.

    *Please consult with your tax and legal advisors regarding the length of time you should retain documents prior to shredding.

    Williams Wealth Services LTD is an Investment Adviser registered with the State of Michigan.

    Document shredding services will be performed by Allshred Services, a NAID Certified Company pursuant to arrangements made by the individuals listed herein. Please contact Allshred Services for more information regarding its services.

  • Purdue Federal Credit Union
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    Customer: Purdue Federal Credit Union

    Extra Truck (Y/N): 4 onsite trucks

    NOTES: INDY

    Allshred Sales/Mngt. Rep: Aaron . Josue

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  • The Community Bank
    2019-04-20 9:00 AM - 2019-04-20 12:00 PM

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    Extra Truck (Y/N): Yes - 2 on-site trucks & 1 off-site truck

    NOTES: Columbus and Maumee on site trucks

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    2019-04-27 9:00 AM - 2019-04-27 12:00 PM

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    NOTES: Akron

    Allshred Sales/Mngt. Rep: Angela

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    2019-04-27 10:00 AM - 2019-04-27 2:00 PM

    Shred Day:  Saturday, April 27th - 10am  until 2pm

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  • Purdue Federal Credit Union
    2019-04-27 11:00 AM - 2019-04-27 1:00 PM

    Customer: Purdue Federal Credit Union

    Extra Truck (Y/N): 1 onsite truck

    NOTES: INDY

    Allshred Sales/Mngt. Rep: Calia

  • BBB - Toledo
    2019-05-04 9:00 AM - 2019-05-04 1:00 PM

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    Extra Truck (Y/N): Y-Shred Truck and 2 box trucks

    NOTES: Maumee

    Allshred Sales/Mngt. Rep: Staci

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  • Fitting Tax & Financial
    2019-05-04 9:00 AM - 2019-05-04 4:00 PM

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    2019-05-10 1:00 PM - 2019-05-10 4:00 PM

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    Allshred Sales/Mngt. Rep: Steve

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    2019-05-10 9:00 AM - 2019-05-10 12:00 PM

    Customer: TLC Community CU

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    Allshred Sales/Mngt. Rep: Steve