Broker Check

Feuerstein Group at Waddell & Reed

205 East Main Street
Pullman, WA 99163

New Office Protocol 

First, I must say that I have much to be thankful for. Recently this would include milestones like my 36th anniversary with Angie, 33.3 years at this same job and now the selective reopening of our office.  Amidst the many recent challenges facing us all, the opportunity to have such great remote interactions with our clients has been a lifeline.  While a good number of folks are continuing to meet remotely for appointments or paperwork, we look forward to meeting you at the office soon. 

For our mutual safety, we have established the following current guidelines for any in-person paperwork drop-offs or meetings.  While at our office please expect the following:

*SOCIAL DISTANCE – We are keeping the social distance protocol for both in-person meetings with clients and interaction between staff members in the office.

*WEARING MASKS – Masks are mandatory for both clients and team members during in-person appointments and drop-offs.

*DEDICATED CLIENT SPACE We have dedicated the front office area for meetings and to drop off paperwork.  This area will be sanitized between each interaction.

*RESTROOMS Our restrooms, like many public restrooms, are closed during visits.

*SELF-QUARANTINE – If any of our team present fever, flu-like symptoms, or through recent travel or association may have been in contact with someone who has COVID-19, they are asked to work from home.  We ask that clients in similar situations refrain from coming to the office for two weeks following the possible exposure.

Rescheduling to remote meetings will be fully respected for any reason including a lack of comfort with any of the above.

As this season affects us all in different ways, we strive to respect each person’s autonomy and personal choices in dealing with this.   Thank you for your patience and goodwill in all this as we prioritize and balance the needs for safety and connectivity for our clients and staff.

Please know we appreciate your business and work to bring our best each day as we look forward to our time together.

Jeff Feuerstein, President Values and Vision Financial Advisors