Broker Check

Summer 2021 Update

We would like to extend our sincerest thanks for the trust and confidence you place in the team at Reservoir Financial.  Thanks to secure technology, as well as understanding and supportive clients like yourselves, your dedicated team has been able to keep things “business as usual” in such an unusual world over the past year. The ability to “Zoom” has been great and will most assuredly serve a role going forward.  While we are not quite at the COVID finish line yet, we would like to begin offering in-person meetings.  We have had the office thoroughly cleaned and disinfected.  We have face masks, disinfectant wipes, hand sanitizer, and an infrared thermometer. So, safety protocols are in place for your safety and ours.  The choice is yours.   

We hope you and your family are staying healthy and safe.  

Warm regards,

Liz, Ralph, Phil, Xerxes Carol and Laura