During these uncertain times, we’re here for you – ready to listen, support and navigate this together. We care about your physical health and your financial health. And just like you, we’re keeping up with the latest news about the coronavirus (COVID-19) outbreak and its impact on our communities and the markets.
After working virtually with new and existing clients over the past few months, we have decided to begin the process of gradually holding in-person meetings. Our approach will be thoughtful, measured against data from health authorities, state and local guidelines, and the local health environment. A final consideration, and one of the most important, will be the personal choice of our clients.
If you aren’t ready to head into an office yet or are waiting for your local office to reopen, we have several ways to keep in touch and can do whatever makes you feel the most comfortable.
- Virtual Meetings via Web Conferencing – Web conferencing can be done from your computer, tablet or mobile device – all you need is an internet connection. We can share information live, just like you’re in the office.
- Online Access – Around-the-clock access to your brokerage account(s), including investments, statements and other account documents. If you aren’t enrolled in Online Access, learn how to sign up today.
- Secure Texting – If your preferred method of communication is texting, let us know! We have a special, compliant phone number just for texting.
- Phone Calls – Our team is committed to answering your questions and helping you stay on track to meet your goals. As always, we are available to take your phone calls and are ready to help you with all your needs, including accessing your cash or making investment adjustments.