USAG Operations Update: COVID-19

I am writing to update you on steps we are taking as it pertains to COVID-19 (“coronavirus”). Our primary concern is for the health and well-being of our clients, employees and all others who we work with.

  • We have implemented specific procedures as recommended by the Centers for Disease Control and Prevention (CDC), World Health Organization, regulators, and local public health officials. These include proactive guidelines about in-person meetings, travel and social distancing among others that I’m sure you are familiar with. We are closely monitoring the situation to ensure our policies remain current in this rapidly changing environment.​​​​
  • We are also focused on continuing to deliver timely, quality services to you in the safest manner. Our team has the technological and operational capabilities to work remotely and conduct meetings virtually if this becomes necessary. US Advisory Group has had a flexible work environment for many years and our team is adept at this. We understand that some of you may want to limit guests now or at some point in the future, and if this is the case please let us know and we will take appropriate actions.

Once again, we value our relationship with you and are here to help you navigate these uncertain times. Please reach out to us if you have any additional questions or want to discuss your specific situation.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through US Advisory Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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