Per Governor Murphy’s “stay at home order” issued on Mar. 21, businesses providing essential goods and services are allowed to remain open. Banks and other financial services have been classified as part of these essential services—and we could not agree more.
Bodnar Financial’s top priority is the health and safety of our clients and staff. As the COVID-19 situation continues to evolve, we are taking every possible precaution to operate our firm while promoting public health.
Our financial planning practice will remain open and operating remotely.
Every member of our team will be working from home, and available to clients during regular business hours via phone, video conference, and email.
Reviews and other client meetings will continue as scheduled via phone and video conference.
As needed, clients can drop checks and correspondence off in the locked mailbox next to the front door of the office, or upload paperwork via the secure upload feature.
We will be checking that mailbox twice a day.
We will be contacting each client with an upcoming appointment on the books individually to confirm a preference regarding phone calls or video conference.
We are staying the course, and ready to help you keep investing toward your future. As for buying toilet paper— you’re on your own!
This too shall pass.
If you have any concerns whatsoever, please do not hesitate to call the office.
John Bodnar, CFP®, CIMA®
Founder of Bodnar Financial Advisors