Dear Clients:

We wanted to reach out to everyone to let you know what CPS Investment Advisors is doing to protect our firm family, our clients and our community as we are all aware that COVID-19 has the potential to affect us all.

The health and safety of our CPS Investment Advisors staff and their families are our top priority.  We are continually monitoring the virus and information from public health officials and will take appropriate actions based on their recommendations.

This is a very busy time for our firm when we typically connect with many of you, and we want to assure you that we remain committed to providing the highest level of service that you have come to expect of us.  Thanks to the technology, operational functionality and communication systems we have implemented over the past several years, we are well prepared to serve you in a virtual environment.  All of our employees have the ability to work remotely should an office closure be necessary.  This means we do not anticipate a major delay to any of the work we are currently doing for you.

While our firm policy is to meet with clients’ directly in person, we are asking your patience and understanding as we move most if not all of our client interactions with you to a virtual environment via telephone, videoconferencing, and utilizing secure electronic document sharing applications.  Our staff will communicate with you ahead of time as to the format of an upcoming meeting and delivery of certain documents.  We sincerely appreciate your continued support as we work toward delivering a high standard of service while keeping the safety of our staff, families and clients a top priority.

Please do not hesitate to contact us if you have any questions or concerns.

Warm Regards,

Peter C Golotko | CPA/PFS, MBA
President | Chief Executive Officer | Partner

 

 

A Little About Us

CPS Investment Advisors is a full-service, independent financial advisory firm located in Lakeland, Florida. Since 1975, we have empowered our clients to achieve financial security and peace of mind through education and prudent wealth management.

 

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