In response to COVID-19, our team is working remotely to provide you with continued and uninterrupted service <MORE>
To our valued clients and others who may be concerned:
In light of the coronavirus (COVID-19) situation, we would like to assure you that we are taking steps to minimize any potential impact to our clients, employees and others in the interest of everyone’s safety and wellness.
This event, first and foremost, has all of us focused on the protection and health of our families, friends and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.
We have a Business Continuity Plan in place to minimize any disruption to our firm and ability to service clients. At this time, we promise to continue the high level of service you expect from us through remote work. Thus, our advisors are conducting upcoming appointments over the phone or web for the next two weeks or until further notice. Our physical offices are currently closed, with the exception of a few key personnel.
If you have any questions or find it imperative to see your advisor in person, please contact your advisor or his or her assistant to make a special arrangement.
We wish everyone good health and good spirits as we all work to get through this challenging time.