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.

• In person meetings will continue to be held by appointment only- Monday, Wednesday, and Fridays until July 1^st. We are still encouraging phone or Zoom meetings when appropriate.
• The team member you are meeting with will greet you in the lobby of the office and escort you to the meeting spot.
• As of May 24^th, and in accordance to Maine’s CDC guidelines, fully vaccinated individuals are not required to wear masks when indoors. However, for everyone’s safety we strongly encourage face coverings when entering the building and lobby. 

We will have at least three team members in the office as guidelines continue to be lifted. 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!

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