Our Strategic Partners

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.