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. We are here for you!