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Important Notice Regarding COVID-19

Dear Clients,

Here’s an update on changes to office policies in response to NY State and CDC’s phased re-opening guidelines to combat the spread of COVID-19. These procedures are subject to change without notice.


As during the previous stay-at-home order, our operations continue and are available to clients. Here are the operational details during the phased re-opening tentatively scheduled for the week of June 8th: 

1.  Our offices will be closed until the NY order to close is lifted and we are cleared to move to a phased re-opening. Once we resume, we will initially continue to be closed to the public even during office hours so visitors should schedule an appointment before coming to the office and will need to ring the front bell for access.

2.  We ask that if you are ill, please cancel your scheduled meeting or switch to one of the remote access options below even after we re-open.

3.  We have the capability to host remote access via web conference, video conference and tele-conference so that we can stay connected during these uncertain times. We expect to continue these options even after we resume operations for the convenience and health of our clients.

4.  We are stepping up efforts to maintain a clean environment in our offices with heightened diligence on surface cleaning once we resume operations and will continue to practice better social hygiene such as not shaking hands and wearing a face mask.

5.  During the phased re-opening, we will reduce the number of staff in the office at one time. Staff not required to be in the office will continue to work from home. Anyone ill or feeling symptoms of COVID-19 will be required to stay home.


6.  If you need to schedule a call or meeting after we resume operations, please use our online scheduling option for your convenience, available via our website, since we will have limited staff on site.

7.  Voicemails and emails are monitored by staff members who are working from home, but there may be a delay in responding.

8.  Anyone coming into our office will be required to review and sign an affidavit stating that there has been no recent travel and lack of illness or symptoms before being admitted. We reserve the right to require temperature checks, face masks and hand sanitization/hand washing immediately after arriving at our office.

9.  If you are sending anything important through the mail, please send an email or leave a voicemail so we can be on the lookout for your item.

We remain dedicated to your needs during these uncertain times, so please reach out with any questions or concerns. Thank you for your trust!

Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Welcome to the family

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Our goals are your goals

Our goals are your goals

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Where do you want your financial roadmap to take you?

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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