Broker Check

Our Response to COVID-19

March 16, 2020

We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe.

This event, first and foremost, has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.

We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us.

Our offices will remain open however, effective immediately we will cease all in-person meetings at our Strongsville, Parma, and Fairview Park locations. We pray this is a temporary disruption especially as we contend with tax deadlines, however with the help of technological advancements we feel confident we can handle most client needs remotely with little to no delay. We will communicate with each client individually to see how best to handle your matters while following the guidelines set forth by the CDC at this unprecedented time nationally and globally.

If you have any questions or concerns, please do not hesitate to reach out.

We wish everyone good health as we all work to get through this challenging time.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.