Special COVID-19 In-Person Meeting Policy Update
Currently, the CDC, along with various State and Federal authorities, are recommending that individuals and businesses engage in social distancing practices as a means of combatting the COVID 19 outbreak. In light of this, and out of an abundance of caution, we have decided to temporarily suspend in-office meetings. Any currently scheduled meetings will be switched to a phone or video conferencing, or will be rescheduled for a later date, which ever is best for you.
This new and temporary policy will be implemented beginning Monday, March 23. We expect to resume regular in-office meetings once the CDC and New York State have provided the appropriate guidance.
If you already have an appointment to visit us, we will be reaching out to you over the next day or two to confirm your preference for a phone meeting, video conference, or to reschedule to a later date, whichever best meets your specific needs. We appreciate your understanding and we are sorry for any inconvenience this may cause.
If you have any questions or concerns, please do not hesitate to reach out.
We are dedicated to providing investment management and strategic wealth planning to individuals and corporations. Simply put, we strive to be our client’s trusted advisor. As a financial services firm, our primary focus is to provide unbiased opinions that are designed with the objective to pursue long term investment results.