Our Office is Open to Serve You
Our office is open and we are here to serve you during the current situation. Due to the CDC recommended guidelines, we are only meeting with clients via phone or video calls. Please contact our office if you have questions, would like to schedule a meeting or if there is anything that we can do for you.
We kindly ask that you please limit visits to our office for dropping off checks and paperwork. This is for both your safety and for our team. We encourage you to mail checks or other paperwork during this time. Please also refrain from bringing in your shredding. We will be offering a shredding day once the state-wide, stay-at-home restrictions are lifted, for any shredding that may have accumulated.
We understand some people would like to stay at home and many forms can be delivered electronically to you. Additionally, if you would like to reduce the mail that you receive, you can elect electronic delivery of documents via Client Access. Please let our team know and they can assist you. You can continue to receive paper statements while eliminating other mail if you wish to do so.
Thank you for your understanding. We will get through this together. Please contact us if we can be of any assistance to you, your family or your friends.
Construction is now complete for the building expansion. Thank you for your patience during these past few months, so that we could better serve you for years to come!
PLEASE NOTE: our new entrance is now open and located at the back of the building in the new expansion. There is plenty of parking and a handicap ramp by that door. We look forward to you visiting us soon!
Please visit our CarverBuildingUpdate.com website to see a time lapse video and photos of the completed project.
Personal Vision Planning™
Your financial needs and objectives are unique and so your investment solutions should be as well. Our team works with clients to create wealth management solutions based upon their individual needs, goals and risk tolerance. With nationally recognized expertise, more than 100 years’ combined experience and as independent investment advisor representatives, we are positioned to serve you.
That is precisely why our team will work with you to create a personalized wealth management solution based upon your individual needs, goals and risk tolerance. As independent investment advisor representatives with nationally recognized expertise, we are well positioned to serve you. We invite you to contact us to discuss your vision, goals and objectives, or whenever we can otherwise be of service.