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Sycamore’s COVID-19 Status

May 13, 2022 by Chuck Clifton, CFP®, CDFA®

Updated May 13, 2022.

Offices.  Sycamore’s offices have been reopened to staff and limited client visits based on client need and preference. Contacting Us.  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. 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, you can mail documents to our mailing address; we are checking our physical mailbox daily. If you must drop off documents at our office, you should contact us to let us know you’ll be dropping by. Thank you!  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

 

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

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