Broker Check


May 04, 2023

Just to let our clients be aware,  that currently, none of the advisors in our branch are permitted to send or receive texts from clients or prospects. So, if you send a text you will not receive a response which will lead to a delay in any action you may have been requesting.

As a reminder, we cannot accept instructions by email, we must confirm all requests verbally with a client prior to taking any action.  This is to protect you and us from being subjected to false requests maybe as a result of ID theft which may lead to financial loss.