Broker Check

COVID-19 Prevention Measures at the Summit Madison Office

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.

FAQs

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

  • Clients do not need to bring their own pens.
  • Future office meetings will be scheduled to stagger in-office meetings with clients.
  • All of the interior doors on the 1st and 2nd floor of the branch offices are open to provide easy access to the office areas.
  • Clients must follow the procedures mentioned to be allowed access to the branch offices for meetings.

Please note BankFirst's janitorial service provides daily cleaning service after hours during the Monday – Friday work week.