1/4/2022
Given the recent increase in COVID cases, we plan to start 2022 with the safety of our team and clients as a top priority and will hold client meetings via Zoom and teleconference for the month of January. We will continue to monitor the situation as it evolves and communicate our procedural updates accordingly.
5/15/2021
We are pleased to report that starting June 1st we will be offering in person meetings once again. This is part of our measured plan to return to the office. The choice of meeting location, in our Andover or Newburyport offices or a remote Zoom meeting, is entirely yours. We are excited about the prospect of seeing everyone again face to face, but we are aware we still need to exercise caution as we take this first step.
Our offices in Andover and Newburyport share building space with other businesses. For safety reasons and out of respect for different business policies, we ask that you please wear a mask when entering the building and the office lobby of The Financial Advisors. If both client and advisor agree, the meeting can be conducted without masks, but we still ask that no handshaking take place. We also ask that clients wear a mask when exiting the conference room into the lobby and exiting the building. Furthermore, please know we will be wiping down conference room surfaces after each meeting.
These guidelines reflect our current thinking and will change as the situation evolves. We look forward to seeing you all soon!
1/1/2021
We are continuing with our current operational plan which combines remote work and limited staff in our Andover and Newburyport offices. As 2020, draws to a close, we plan to start 2021 with the safety of our team and clients as a top priority and are grateful we can do so while working diligently for our clients. We will continue to provide updates as vaccine distribution progresses.
On behalf of our entire team, we want to thank you for the opportunity to work with you, your families, and your friends during a very challenging time. Please know we are always a phone call or Zoom away and we look forward to seeing you all in person again soon!
Thank you,
The Financial Advisors, LLC
7/27/2020
We hope you are staying cool and enjoying your summer. It has been approximately 8 weeks since our last COVID-related posting and we want to provide the following update regarding our office operations:
- Limited office use will continue for the rest of 2020
- Each office is currently staffed with 1-2 people
- All others are working remotely to maintain safety for employees
- Client meetings continue to be conducted by phone or Zoom
- Requests for in-person appointments will be considered on a case by case basis
Please do not hesitate to contact us with any questions.
Thank you,
The Financial Advisors, LLC
5/19/2020
Dear Clients,
Yesterday Governor Charlie Baker announced a multi-step plan for reopening Massachusetts businesses. Our firm originally suspended in-person client meetings 3/17/2020 per the first posting below. In the last two months, members of our team have been working remotely and conducting client meetings via telephone and web conferencing. Although we prefer face to face meetings with clients, we have been pleased with the client response and results of this format during a very difficult time for everyone.
At this time, we plan to continue with our current operation format in the interest of client and employee health. We will continue to monitor the situation and keep you informed of any change to this policy. Please continue to stay safe and be well.
The Financial Advisors, LLC
03/31/2020
Dear Clients,
Please see the Tax Center page for updated information pertaining to 2019 tax filings.
3/23/2020
Dear Clients,
Please see the Tax Center page for information about continued processing of 2019 tax filings.
3/20/2020
Dear Clients,
Cybersecurity threats tend to increase during periods of disruption. This is the case in the current environment as we all make lifestyle adjustments to address COVID-19. Please take a moment to review the following recommendations from the U.S. Department of Homeland Security to stay safe and reduce cyber fraud risk.
https://www.us-cert.gov/ncas/current-activity/2020/03/06/defending-against-covid-19-cyber-scams
3/17/2020
Dear Clients,
We hope you are doing well and staying healthy during the rapidly evolving situation with COVID-19. We have added this page to provide updates on how The Financial Advisors, LLC is taking measures to keep our clients and employees safe.
Effective today (3/17/2020), we will suspend all in-person meetings. If you are currently scheduled for a planning or review meeting in our Andover or Newburyport office, we will offer the option to change this to a teleconference with an electronic copy of your meeting materials. We are implementing this procedure until further notice.
Both offices will remain open, however we will have a group of employees working remotely for the next several weeks. You may still come to the office to drop off and pick up tax documents. We will continue to process mail and deposits received via check in the usual manner.
Our technology environment allows for all employees to work remotely in an efficient manner. Your ability to contact your advisor via email or telephone will be unchanged. This is also the case should we be required to close our offices in the event of further spreading of the virus and/or government mandates.
As always, please do not hesitate to contact us with any questions. Stay safe and be well during these tumultuous times.
The Financial Advisors, LLC