If you are planning to visit Summit Wealth Group's Madison, MS branch office in person in 2020, first of all, WELCOME! We are very happy to see you.
Please understand, due to our recent pandemic, some additional safety measures have been put in place to protect you and to help prevent the spread of COVID-19.
The Summit Wealth Group Madison branch is located inside BankFirst. As such, we are adhering to BankFirst's policies as well as our own.
Thank you for helping us do our part to keep the health and safety of our team and clients a priority.
Are masks required to wear in the Madison office?
Summit Wealth Group staff have masks available for in-office meetings with clients. Clients have the option to wear masks.
Clients are asked to wear a mask upon entering the Lobby area to meet. BankFirst staff members do have access to masks available when needed.
Is your office following any social distancing guidelines?
Summit Wealth Group staff are practicing social distancing with clients and other BankFirst staff members at the branch offices.
Are walk-ins welcomed at this time?
Clients are asked to call or email for an appointment. A wellness questionnaire will be emailed to you for completion before your visit. Please email the questionnaire back to us or bring the form with you for your visit.
The doors to the BankFirst building are locked and clients are asked to call Summit Wealth Group upon arriving in the parking lot and we will unlock the door.
If you are simply dropping off paperwork, we will be happy to meet you outside when you arrive to retrieve the paperwork.
Other important information to know
Please note BankFirst's janitorial service provides daily cleaning service after hours during the Monday – Friday work week.