We use online meetings to facilitate working with our clients across the nation. This allows us to share our screen to review accounts, go over statements and answer questions.
To schedule an online meeting click here.
We use the Zoom platform to host these meetings and will email you the link right before the meeting.
When you receive the email, click on the link and follow the instructions to join the meeting.
Call our office at (541) 772-1116 or toll-free at (800) 223-1281 if you have any questions or need any help.