A personalized approach

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to managing wealth

Dear Friends,

As we continue to follow Maine’s CDC regulations and strive to safely open the office there are a few protocols we want to share with you. To safely fulfill this process, we have set guidelines for in person contact, and appointments that are being held in the office.

• Meetings will be held by appointment only- Monday, Wednesday, and Fridays. We are still encouraging phone or Zoom meetings when appropriate.
• Please call our office once you are in the parking lot to inform us you have arrived- 207-621-2626 or send a text to 207-446-4145.
• When entering the office, don’t be alarmed, there will be a door-bell ring to alert us. The team member you are meeting with will greet you in the lobby of the office and escort you to the meeting spot.
• Masks are required when entering the office (If you forget, no problem! We have extra masks).
• If you are signing paperwork, we will provide a Raymond James pen that you can take with you!

We will have at least three team members in the office as the pandemic concerns continue. The health and safety of our clients, associates, and community members is of upmost importance to us.

Please let us know if you have any recommendations, concerns or feedback, and we look forward to seeing you all again soon!

Best wishes for a relaxing summer,

Peter L. Mendall, CFP®
Kimberley J. Mondoñedo, CFP®
Mendall Financial Group LLC®