Flexible & Secure

Physical Distancing in the 'new normal'

Remote Access

Sometimes it’s just convenient (and now necessary) to set up a remote session. No time spent on travel and we may not even care what we look like. We prefer Zoom¬† and its secure sessions for our remote client services.

Chat Over Coffee

We can get conversations going and set up expectations for results of our services. Although public locations are not the most secure, documents may be provided to us for review, scanning and subsequent return. We’ll have our masks on for you!

Across the Kitchen Table

In simpler times, we did make house calls. We miss it as it was nice to get to know each other in a semi-formal manner. No dinner was necessary, but a glass of water was always welcomed to keep things flowing. We’ll be back.

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS) member FINRA/ SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
This communication is strictly intended for individuals residing in the states of PA, NY, OH, MD, VA, DE and FL. No offers may be made to or accepted from any resident outside the specific states referenced herein.