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Important Message From Ciccarelli Advisory Services

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As a valued member of our CAS family, we want you to know that we’ve been thinking about you.  Your health and safety are one of our top priorities and at the heart of the decisions, we are making and will continue to make. 

We believe it is critical that we all work together to reduce the transmission of COVID-19.  At the same time, we know it is important for us to stay connected during this time of tumultuous markets and global uncertainty.

Our firm’s operations are critical and can’t – and shouldn’t – simply stop. We have looked at our options and at this time feel it is best to ramp up our efforts to protect you from exposure to this virus and any other illness, regardless of its source.  Therefore, we’ve made the painful decision to meet with you, for the foreseeable future, by phone or video conference only.  There is nothing as satisfying as a face-to-face meeting; however, these uncertain times require that we put our own desires aside and commit to containing risk wherever possible.

For your convenience, we have a dropbox outside of our Naples office for clients wishing to drop off checks or paperwork.  It is located near the entrance that faces 96th street and is secured at all times.  For both Rochester and Naples clients, we also have an area in our lobby for dropping off paperwork or checks.  This area is sanitized for your protection after each use.

As part of our continuity plan, we intend to keep our office locations open and fully-staffed for your planning and service needs.  Our intent is to keep our staff and planners healthy as well so that our operations may continue uninterrupted.  We are just a phone call or email away for any questions or concerns you may have. 

We thank you for your continued trust in us and wish you the very best of health as we move together through these times.

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