IMPORTANT: COVID-19 UPDATE
Together we can slow the spread of the virus and protect each other, our loved ones, and ourselves.
We’re Committed to Doing Our Part
To do our part and to keep the spread of COVID-19 to a minimum, we have begun opening more accounts via email, phone, video call, and fax. For the time being, we are limiting our in-person appointments and all necessary precautions are being taken for those meetings.
In Office Protocols
- All contact points are being disinfected as per standards recommended by the CDC
- Our office has been sanitized and will be maintained before and after appointments
- Our reception area and meeting rooms have been sanitized and will be maintained as needed
While health concern is high and needs to be taken seriously, this market brings new financial opportunities. We want to serve our clients as best we can and want to make sure that time sensitive opportunities are not missed.
- It’s a great time to open an investment account in our view. You can inquire as to why here.
- We realize our client’s financial and retirement goals don’t stop just because the world is on lock-down.
- All 401k Rollovers, investment accounts at Fidelity, and all annuity applications are being processed promptly as per normal without delays.