As the impact of coronavirus (COVID-19) continues to evolve, we wanted to make all clients aware of the options available to them when it comes to submitting documents.

In an effort to protect our employees, clients, vendors, and visitors, we have closed our offices to non-employees, following protocols recommended by the Centers for Disease Control (CDC). We continue to operate and are working diligently to serve our valued clients. Our offices are still accepting physical drop-offs, however, instructions may be posted with location-specific instructions.

If you would like to submit documents securely online, please contact your Blue & Co. advisor or use our contact form, and we can send you a personalized document request portal to securely upload your files.