Dear Clients and Friends:
We hope you and your families are staying well during the COVID-19 crisis. At Berson Financial Group, we are fully operational and working remotely. At this time, we will be limiting our interactions to phone calls and emails. We can do video conferencing as well. For phone calls, we recommend that you call the direct dial number of the staff member instead of the main office number. Calls are being forwarded to cell phones. Any messages left on the general voice mail or the staff voice mail will be retrieved and responded to promptly.
Our building is open and allowing limited access so we are still able to receive and distribute mail and packages (e.g. Fedex) but with only limited staff capacity.
We strongly encourage you to use our Secure Firm Portal to send us files and exchange documents online. This is the most efficient way for us to receive your document and respond timely.
You can access the portal via our website or https://www.securefirmportal.com/
We will do out best to serve you in the same manner and with the same speed as before. We sincerely appreciate your patience during these difficult times
Please stay safe and we'll all get through this.
Berson Financial Group, Inc.