Complimentary Client Shredding

As a value-added service for our clients, you’re always welcome to bring in paper documents for shredding – no appointment needed. It’s one of the many ways we aim to make managing your financial life easier.

In May and October you’ll also find secure shred bins in our lobbies, perfect for clearing out larger quantities of outdated financial and family paperwork.

🗓️ May Shredding Hours:

Monday–Thursday: 8am–5pm
Friday: 8am–3pm

📦 Shredding Guidelines:

Paper documents only.
Paper clips and staples are OK.
No binder clips, 3-ring binders, or electronic media (e.g., CDs or DVDs).

From W-2s to wills, know what to keep and what to shred.
Our complimentary flyer, How Long to Keep Paperwork, outlines how long to keep important financial and legal documents. It’s a must-have for spring and fall cleanouts!

Avoiding Withdrawal Pitfalls: Retirement Planning for Federal Employees

Spring Clean Your Finances

Not sure where to start? Our blog, Spring Clean Your Finances, is a practical checklist of ways you can refresh, declutter, and simplify your money management.