by Vicki Lynch | Nov 25, 2020 | Blog post
Dear clients, family, and friends: We are so grateful that you are part of our community. Whether you are part of our clientele, a member of our immediate or extended families, or a friend (some of you belong in all three categories), we extend our sincere gratitude...
by Vicki Lynch | Mar 30, 2020 | Blog post, Office Information
To our dear clients: We assure you that our work has not stopped. When we are beyond the current situation of mandated social distancing, we want to have provided you with uninterrupted financial services. As COVID-19 relief programs and compliance orders are being...
by Vicki Lynch | Mar 16, 2020 | Blog post, Office Information
Bottom Line Office Policy for COVID-19 To our valuable clients, Our number one concern currently is the safety and health of our staff, our families, and our clients. Over the next few weeks, we will be monitoring information provided by the CDC and WHO about the...
by Vicki Lynch | Dec 18, 2019 | Blog post, Office Information
In the new year, we hope to reach you and provide relevant information in a multitude of ways. We deeply care about our clients and colleagues and want to be sure that everyone has the best and most accurate information at all times. Which is why we would love it if...
by Vicki Lynch | Dec 12, 2019 | Blog post, Office Information
We believe that no one should have to work on a holiday! Therefore, we will be taking some time to unplug and close the office during the holidays and we hope you get to do the same. Check out our holiday schedule for Christmas and New Year’s: Christmas Even,...
