Upcoming Events

Our Schedule for the Upcoming Holidays

To help you with year-end financial needs and planning, we wanted to let you know that our office will be closed again this year between Christmas and New Year's. Our office will be closed from Thursday, December 24th through Friday, January 1st. We will reopen at 9 a.m. on Monday, January 4, 2021 looking forward to starting the new year. :-)

If there are financial transactions you would like to accomplish before the end of the year, please contact our office before Friday, December 18th so that we can ensure the transactions are completed timely. While the office is closed, I will be checking my voicemail and email daily. If an urgent situation should arise, please email me at tricia@trippinvest.com or call the office at 301-721-1800 and ask the answering service to try to reach me or leave a message for me if they are unable to reach me at that time. The answering service will continue to answer the phones except for the actual holiday days. Please remember that we are unable to accept customer's securities orders via email, voicemail, or fax. If you would like to complete a securities transaction during market hours and do not wish to wait for my response to your message, please call Raymond James directly at 1-800-237-8691. At the prompt, dial extension 73000 and a client service representative will assist you.

Although our office will be closed for the extended period of time, I will be keeping a close eye on events which may affect you and will communicate with you should something occur which needs to be addressed before year end. If our office being closed for the extended period of time causes you any concern, please contact me so we may accommodate your needs.

We hope you are staying healthy and safe, you enjoy the holidays, and the new year brings peace and prosperity to all!




Tricia L. Tripp, CPA, CFP®