Broker Check

Staying Cautious on Reopening

With so many businesses opening up, you may be wondering what we are doing here at Reservoir Financial.  As you know, we have been working remotely and conducting our meetings with you via Zoom and occasionally via phone.  This has worked out incredibly well.  Even for first time Zoom users, the experience has been very smooth.  It’s been great to actually see each other and to be able to review reports together on the screen.

But, you may be wondering when we will be open for in-person meetings.  We have had the office thoroughly cleaned and disinfected.  We have face masks, face shields, disinfectant wipes, hand sanitizer and an infrared thermometer.  So, we have the tools to re-open.  However, we want to stay overly cautious for your protection and ours.  So, we are encouraging everyone to continue to meet with us via Zoom or phone.

If you feel it is critical to meet in person, we will require you to follow the protocol we have put in place which includes wearing a mask and a face shield, which we will provide.  Of course, we will take your temperature, ask the typical questions about any symptoms you may be experiencing and have you wash your hands.  These in-person meetings can only be done by appointment and will only be with Liz or Carol who have returned to working out of the office.  Ralph and Laura will continue to work remotely to keep our contact with each other to a minimum to keep us all safe.

We hope you and your family are staying healthy and safe.  We are all looking forward to getting back to normal some day!

Warm regards,

Liz, Ralph, Carol and Laura