Secure File Exchange

Posted on March 3, 2011

We take client confidentiality and data protection very seriously. While we believe e-mail is a secure and dependable way to send your financial documents to us for review, we understand that some clients may be uncomfortable or unable to send us documents using their e-mail programs. If this is the case, we suggest you email us to learn more about our secure file transfer options.

It's nice to know that we will always be greeted with a "smiling voice" when we call."
~ Kevin C.