COVID-19 Statement

In response to the COVID-19 pandemic, FIRM is currently working remotely and continues following the guidance issued by Center of Disease Control (CDC), state and local health departments.

We continue to stand ready to serve the needs of our clients. We can be reached via email at or via office voice mail message 800-997-7622. For time sensitive matters or transactions, we recommend using the above email address and/or your designated company contact email and insert “Time Sensitive” in your email subject line. While working remotely, we maintain our 24 hour, or next business day client response time.

In order to reduce your travel for your safety, FIRM has deployed paperless account set up process utilizing e-signature via DocuSign, for secure execution of account agreements accessible from virtually any computer or mobile device. In addition, we are able to schedule virtual meetings via Go-To-Meeting for account review, portfolio improvement, financial wellness consultations and/or other financial needs you or your organization may have.

Our gratitude, resilience and partnership ensure that we will overcome the challenges of COVID-19. Driven by our focus on the safety of our employees, the continuity of our business and the needs of our clients, we will continue to offer resources and expertise that inform decisions, enhance well-being and create better outcomes.

We thank you for your trust, confidence, and support, plus appreciate your cooperation and patience during these challenging times!
Wishing you and yours Many Happy Returns!

Financial Integrity Resources Management, LLC

Useful resources:

FIRM offers a range of resources and tools to help our clients through these turbulent times, navigate the challenges and manage effectively through the long-term effects of this pandemic.

Regulatory Insight
We have brought together a library of resources to help guide discussions about current market conditions, future outlooks, and guidance for getting through the challenges ahead.

Investment and Market Insights
Our professionals are committed to keeping you informed as events continue to unfold. Intensifying concerns around the new Coronavirus (COVID-19) are rattling investors and unleashing volatility in capital markets as the investment world struggles to determine the economic impact of the pandemic. At FIRM, we hope to serve as a guiding force for our clients during these challenging times. Our goal is twofold: to help steer your portfolio through this market turmoil and identify investment opportunities that may arise from the tumult. Please see resources section below that have been formulated by our communication and research teams, which together serve our diversified client base across institutional and private wealth assets.

Internal resources:

February 2021: FINRA Letter and Coronavirus updates
Plan Sponsors Coronavirus Relief Measures
FIRM Coronavirus Whitepaper

External resources:

COVID Resources:

Travel and COVID:

Understanding COVID Resources and Vaccine FAQ:

Applying for SBA Disaster Loans:

COVID-19 and the ADA, the Rehabilitation Act, and Other EEO Laws:

Check the background of investment professionals associated with this website on FINRA's BrokerCheck.