The financial services industry offers an array of services and covers multiple professions. As such, we actively collaborate with our clients’ professionals to help clients with their immediate and long-term financial needs. We firmly believe that this coordinated approach best serves the needs of our clients and allows us to provide you with recommendations for professionals if a need arises. We currently work with an ever-expanding list of professionals and organizations that can provide other necessary services (i.e. Bookkeeping, CPA services, Estate Planning, etc). We can provide their names and contact information upon request.
