Our business is and has always been about people – our clients and their families, as well as our associates and theirs. Life is changing, faster than many of us can keep up with, but as our routines shift in an effort to protect those most vulnerable to the COVID-19 pandemic, we wanted to take a few moments to update you on how our business is changing, and, more important, what will stay the same.
Out of respect for our trusted clients and team members, on Wednesday, March 18th, we temporarily closed our lobby doors. However, we will continue to work on your behalf and should you need an in-person meeting, there will still be the option to schedule those by appointment only.
If you are due for a regular review on your accounts, our team members will be scheduling either a web conference or phone meeting with you. If you are not due for a review and have questions on anything at all, please call our office at 800-658-2507 to schedule an appointment with one of our advisors.
We are very fortunate to be able to provide our team members with the capability of working remotely so we have a strong contingency plan to continue to serve you.
During trying times, we are reminded to focus on the things we can control. At Sweet Financial our commitment to you is to stay steadfast in times of adversity. Know, too, that we are right beside you, ready to lend a listening ear and the support you need. If you have any questions or need special assistance, please reach out to any member of our staff. We will keep you updated should anything change.
Your Sweet Financial Services Team
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
© 2020 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
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Source: Forbes.com (January, 2020). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Sweet Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC