New Office Email Beginning May 1, 2016:
Category: Important Client Notes
Portfolio reviews and appointments
We are currently in the process of contacting all our clients for portfolio reviews and to discuss the current market conditions. If you have not yet heard from Lynda and you would like an appointment please either call her at the office, 503.699.9556, or email her at firstname.lastname@example.org. Lynda will be happy to schedule your review appointment. You should meet or speak with your financial advisor at least once a year to review your accounts.