Please Join Us For a Virtual Coffee Chat – Friday, March 20th at 4pm

You are invited to join Debbie and Rob for a virtual client Coffee Chat on Friday, March 20th at 4pm. She will be answering all of your questions on topics such as the Coronavirus, the current state of the markets, the economy, the bottoming process and where do we go from here? If you are interested, you will dial into the meeting via GoToMeeting. There will be time for Q&A at the end.

You can join the meeting from your computer, tablet or smartphone using this link:

https://global.gotomeeting.com/join/256444341

You can also dial in using your phone: +1 (646)-749-3112

Access Code: 256-444-341

Please note that this GoToMeeting is for clients only. Please do not share this information. We look foward to speaking with you on Friday.

If you have any questions, please do not hesitate to contact us at the office or email Alexis as [email protected]

For the full invite…Click Here

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us

Stay Connected

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started