Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn More
During these uncertain times, we're here for you – ready to listen, support and navigate this together. We care about your physical health and your financial health. And just like you, we're keeping up with the latest news about the coronavirus (COVID-19) outbreak and its impact on our communities and the markets.
Over the last few months, some of our branch offices reopened to in-person meetings. Our reopening approach has been thoughtful and measured against data from health authorities, state and local guidelines, and the local health environment. A final consideration, and one of the most important, is the personal choice of our local branch teams about when to reopen to the public.
Once your local office reopens, you will notice steps taken to protect your health and well-being. These include requiring mask-wearing in our branches as well as following policies on social distancing, cleaning/sanitizing and other hygiene measures. Before you visit your local office in person, please ask your branch team about protocols they have put in place in light of COVID-19.
Access to our reopened offices will be by appointment only, and in-person meetings will be spaced out to allow for a thorough cleaning in between each meeting. We want everyone to feel safe and secure as soon as they walk through the front door.
Throughout this process, our virtual meeting options remain in place to serve you.
If you aren’t ready to head into an office yet or are waiting for your local office to reopen, we have several ways to keep in touch and can do whatever makes you feel the most comfortable.
We’re here to support you – ready to partner with you and answer any questions you have. Take a look at the resources we have available to help you with Your Physical, Emotional and Financial Health.
You can also learn more about the advice our investment strategists have for today's markets on our Market News & Guidance page. Bookmark this page to stay up to date on guidance from our Investment Strategists.
Take care of yourself and your family. Look out for your neighbors. Help your community. That's what we're about too. And we will do it together.
Our firm is uniquely positioned to help you during times like these because we are in the community with you, going through this as neighbors and friends. And we will get through this together.
We remain committed to serving our 7 million clients, while also caring for our colleagues. We will continue to follow the guidance of the U.S. Centers for Disease Control and Prevention (CDC), World Health Organization (WHO) and local health department. The CDC outlines best practices to help protect your health – take a look at Prevent Getting Sick. Please know we'’re also following these best practices.
Give your financial advisor a call. Ask all your questions. Maybe you’re wondering about cash on hand or money you can easily access, progress toward your long-term goals, such as retirement or paying for education, or what type of protection strategy you should have for your specific situation. We'll listen and work through any challenges together.
If you don't have a financial advisor, we can help with that too. It can be so reassuring to partner with someone who will listen and understand what’s important to you. And having someone help you make decisions during smooth and not-so-smooth situations can make all the difference.
Just as in other times of uncertainty and crisis – our country, our communities, our neighbors and our firm come together to help each other through.