• Geoff Wells

BPC Advisors - Safety Measures


As the economy and businesses begin to open their doors again, we want you to know we are committed to the safety and well-being of our clients. As part of Phase 2 in New York, we are now allowed to hold in-person meetings as financial advisors. While we are able to meet in-person, New York State is still recommending the use of phone calls, emails, or video conferencing when possible. We are committed to following the NYS guidelines for Phase 2 reopening. (Summary Guidelines. Detailed Guidelines.) Below is a list of office procedures we are implementing to help minimize the health risk and keep our environment as safe as possible.


Masks: We will be wearing masks for all meetings to lower the risk of passing on any known risks. We will have disposable masks in our office for our clients to wear.


Hand Sanitizer: We will also have hand sanitizer available for any scheduled in-person meetings.


Conference Room Cleaning: In addition to the daily cleaning completed by our office building, we will clean touchable surfaces before and after any meeting.


Social Distancing: We are in the process of reconfiguring our conference room to allow for six feet of distance between us and those we are meeting with.


This process is all new and we appreciate your patience as we adjust to this new reality. If you have any questions or other ideas for us to consider, please do not hesitate to let us know.


Thank you and please stay safe.