COVID-19 FAQs

We sincerely hope you and your families are staying safe and healthy during these challenging times.  MPB continues to stay abreast of all recommended safety steps and protocols outlined by state, local and federal officials including the CDC as we enter the next phases of reopening the state.  We also remain committed to making sure our new and existing clients can have peace of mind that their household and financial affairs continue to remain in order during these uncertain times.

We wanted to address some questions you may have specific to how we are doing just that during any given phase of the reopening:

We continue to support our clients by working with them remotely, especially since many of our clients are seniors, the most vulnerable population at this time. Our Client Advocates pick up their mail for review, access accounts online, pay bills online or via mail, meet via phone calls, FaceTime or other video conferencing options such as Zoom and more.

We can work remotely with accountants so that we can continue to facilitate the filing of tax returns due in July. Also we are maintaining even closer contact with our clients’ family members and/or professional advisors to make sure everyone is kept updated and try to reduce an already stressful situation.

Client Advocates resume meetings with clients outside using social distancing and proper PPE.  With permission, CAs may enter the client’s home for a limited time initially, as the state moves through the phases this time can increase.  At all times they will maintain social distance and continue to use PPE.

Yes, absolutely, in fact we’ve brought on new clients since the more stringent restrictions began.  As mentioned previously, we can do almost everything remotely. We can set up either a call or video conferencing meeting for the initial inquiry and also the consultation.  Signed agreements (and any other documents) can be sent via email or postal mail and returned via either return envelope provided, scanned and emailed or via electronic signature.  The assigned Client Advocate will then set up future meetings based on whatever method works best for the client.  As with existing clients and with permission, we will move to in person consultations for new clients as the state progresses through the reopening process.

In addition to the services we list, we are always open to customizing those services based on the needs of the client. Also, our Client Advocates can assist by placing orders by phone or online for any groceries or household and pharmaceutical items needed.

Our team is keeping abreast of any new developments regarding COVID-19. Also, we are keenly aware of potential scams and fraudulent operations that take advantage of seniors, and we are making certain our clients are aware and protected.

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