In response to the current economic and financial market conditions due to COVID-19, we want to assure our clients of our continued commitment to your financial well-being. We are here. We are ready to listen and to offer guidance during this uncertain and difficult time.
To ensure the safety of our clients and employees, and in accordance with the guidance of state and local recommendations, we are immediately implementing the following:
For a minimum of two weeks our offices will remain closed for in-person client/advisor meetings.
While some of our staff and advisors may work remotely during this time, our business operations will continue to function at a very high level. Your advisor will remain in contact and available via email or phone, either directly or by calling the Bill Few Associates office.
Over the years, we have implemented and tested procedures and our technological systems to ensure our ability to monitor market conditions and advise our clients during crisis situations.
Our long-term client relationships are very important to us. If you have any concerns regarding your financial plan or investment portfolio, please do not hesitate to contact your Bill Few Associates advisor or our office.
If you are not currently a Bill Few Associates client but are concerned about your financial situation or would like a financial planning consultation, please contact our office by calling 412-630-6000 or emailing us at firstname.lastname@example.org.
As always, we appreciate the opportunity to serve as your financial guides.
Your best interest is our only interest.
Mike Kauffelt II, CFA, Co-Chief Investment Officer