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Sycamore’s COVID-19 Readiness

October 13, 2020 by Chuck Clifton, CFP®, CDFA®

As the coronavirus pandemic continues, Sycamore continues to serve its clients and to develop new ways to help them through these challenging times.

Sycamore’s Durham office has reopened to staff only, and in-office attendance is voluntary for employees. As a result, we are operating in a mixed mode with some employees in-office and others working remotely.

But Our Work Continues …

Remote Work. Whether in the office or working from home, you can still reach us at our main number! Email remains a great way to reach us as well. In addition, we’re using a secure VPN and our existing encrypted cloud-based resources to maintain security and confidentiality of client information.

Remote Meetings. At this time we have transitioned all of our client meetings to either video conferencing (via Zoom and Microsoft Teams) or by telephone at the client’s request.

Sending Us Information. If you are submitting planning materials to us, the best way is using our secure digital portal. If that’s not possible, we are checking our physical mailbox daily.

We are so grateful for the opportunity to continue serving our clients, and we are humbled by the trust you have put in us! Please let us know if you have any questions or concerns about your financial situation, and we will be glad to help.

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Durham / Raleigh / Chapel Hill
Phone: (919) 213-1737
1005 Slater Road, Suite 320
Durham, NC 27703

 

Charlotte
Phone: (980) 272-7676
525 North Tryon St, Suite 1600
Charlotte, NC 28202

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