Family Wealth Management Group, Prudential

Stephanie Sherman is president of the Family Wealth Management
Group, LLC and an investment advisor representative of Prudential
Financial Planning Services. She is a frequent lecturer on wealth
management issues including charitable giving, estate planning,
investment planning and asset allocation, education planning and
retirement planning.

• Find an affordable solution that didn’t require a capital expense or a
large initial investment
• Connect remote employees to the main phone system
• Improve departmental and customer communications
• Provide a business phone solution that is flexible and easy to install
and manage
• Find a phone system that could grow with their business

• Professional Edition for 5 employees
• Saved Family Wealth Management Group at least $1,000 on their long distance
• Auto Attendant, Name Directory & Music On Hold project professional look and sound to callers
• Unlimited Inbound and Outbound Calling saves on long distance
• Voicemail
• Call Forwarding assures employees they’ll never miss a call
• Web Admin User Panel gives administrators the ability to manage
all aspects of phone system remotely or a user panel for individuals
allows anyone to manage their personal configurations
• Powerful Reporting provides real-time call logs for all extensions with
powerful search and filter parameters
• FindMe allows callers to find employees wherever they are: on cell
phone, at home, or at a branch office
• Conference Bridges

Stephanie Sherman is president of the Family Wealth Management
Group, LLC and an investment advisor representative of Prudential
Financial Planning Services. She is a frequent lecturer on wealth
management issues including charitable giving, estate planning,
investment planning and asset allocation, education planning and
retirement planning.

• Find an affordable solution that didn’t require a capital expense or a
large initial investment
• Connect remote employees to the main phone system
• Improve departmental and customer communications
• Provide a business phone solution that is flexible and easy to install
and manage
• Find a phone system that could grow with their business

• Professional Edition for 5 employees
• Saved Family Wealth Management Group at least $1,000 on their long distance
• Auto Attendant, Name Directory & Music On Hold project professional look and sound to callers
• Unlimited Inbound and Outbound Calling saves on long distance
• Voicemail
• Call Forwarding assures employees they’ll never miss a call
• Web Admin User Panel gives administrators the ability to manage
all aspects of phone system remotely or a user panel for individuals
allows anyone to manage their personal configurations
• Powerful Reporting provides real-time call logs for all extensions with
powerful search and filter parameters
• FindMe allows callers to find employees wherever they are: on cell
phone, at home, or at a branch office
• Conference Bridges

Stephanie Sherman is president of the Family Wealth Management
Group, LLC and an investment advisor representative of Prudential
Financial Planning Services. She is a frequent lecturer on wealth
management issues including charitable giving, estate planning,
investment planning and asset allocation, education planning and
retirement planning.

• Find an affordable solution that didn’t require a capital expense or a
large initial investment
• Connect remote employees to the main phone system
• Improve departmental and customer communications
• Provide a business phone solution that is flexible and easy to install
and manage
• Find a phone system that could grow with their business

• Professional Edition for 5 employees
• Saved Family Wealth Management Group at least $1,000 on their long distance
• Auto Attendant, Name Directory & Music On Hold project professional look and sound to callers
• Unlimited Inbound and Outbound Calling saves on long distance
• Voicemail
• Call Forwarding assures employees they’ll never miss a call
• Web Admin User Panel gives administrators the ability to manage
all aspects of phone system remotely or a user panel for individuals
allows anyone to manage their personal configurations
• Powerful Reporting provides real-time call logs for all extensions with
powerful search and filter parameters
• FindMe allows callers to find employees wherever they are: on cell
phone, at home, or at a branch office
• Conference Bridges