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