Important Update from Advisors Management Group

AMG, as part of the financial services industry, is considered an essential service and therefore we will continue to remain open for operations other than in-person appointments and tax return drop off/pick up.  We will have a combination of team members here in the office as well as working remotely, and we want to reassure you that we are working to fulfill the ongoing management of your portfolio and/or tax preparation and accounting needs.  Another thing to be aware of is the extension of the federal tax filing deadline from April 15th to July 15th, which most states are following as well.

AS of March 23, 2020, Gov. Evers of Wisconsin announced a “Safer at Home” order that is in place until at least April 24, 2020.  In an effort to adhere to the Safer at Home order, and to support the health and safety of the community as well as the AMG Team, our lobbies are closed for in-person traffic effective as of March 24, 2020. We will reopen the lobbies upon upon the lifting of the Safer at Home order.  If you have an appointment scheduled in the next couple of weeks, you will be receiving a phone call from our office to discuss whether you prefer a phone or web meeting, or to postpone over the next few days.  Any meeting can be done remotely…we encourage you to keep your scheduled meeting with us. 

In the meantime, we also encourage you to send us your tax information if you have not already done so.  We want to be able to get your return filed so you can claim your refund or plan for any amount due as soon as possible.  There are a few ways you can still get your information to us:

  • Securely upload to our website (call our office if you do not have a login already)
  • Securely email to us (call or email any of us to request the encrypted email thread)
  • Mail via USPS, UPS, or FedEx

We will get to work on things right away upon receiving your information.

As always, you can call or email us at any time and we will respond and be accessible as usual this way. We wish you the best and hope everyone is staying healthy.

 

Regards,

Your AMG Team