As we approach the summer holiday season, please be aware that financial institutions, custodians, and markets may operate on modified schedules, which could impact the processing of transactions and requests.
To help ensure your transactions are completed in a timely manner, we encourage you to submit any requests for withdrawals, deposits, account transfers, beneficiary changes, required distributions, or other account-related transactions as soon as possible. Requests received close to or during holiday periods may experience delays due to reduced business hours and increased processing volumes.
If you anticipate needing funds or require assistance with any account activity before the holidays, please contact our office at your earliest convenience.
Thank you for allowing us to serve you. We wish you and your family a safe and enjoyable summer holiday season.