1216 Main Street
34 Main Street
Joseph R. Aliciene & Co.
Accounts and Consultants
Avantax Wealth Management March 2020 Market & Economy Update
Watch as Martin Landry, Director of Portfolio Management at Avantax, provides an update and recounts the top events that have affected the market and economy in the last several weeks.
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To all clients and business associates,
We are all aware of the challenging times we face personally and professionally as we navigate the unchartered territory of COVID–19. We continue to monitor national, state and county reports and comply with their recommendations. As your trusted advisor we are adapting processes and procedures that allow us to provide guidance and service while mitigating exposure to you and our employees.
In accordance with the governor's most recent guidelines, effective March 20,2020, we will be closing our offices for two weeks. We will continue to process your tax returns during this time. Tax information may be uploaded to your secure portal, mailed to our office, or dropped in our mail slots. Completed tax returns will be mailed to you, or uploaded to your portal. Thank you for your patience and understanding.
We have the technology to continue to operate efficiently during this period. We greatly value our direct contact with clients and business associates and look forward to returning to meeting in-person in the future. In the interim please contact our offices with any questions. We will continue to keep you informed of changes as they occur and wish you and your families good health.
Joe Aliciene, Jr, CPA
We stay focused on market trends, so you don't have to.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through your life transitions.
We believe values matter, and we live by ours every day.
Today’s economic and tax environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.