Broker Check

Strategic Alliances

We have cultivated relationships with a select group of experienced professionals who can provide additional services beyond the scope of our practice. We can give you a referral or partner with these professionals to provide continuity of service that ensures your questions are answered, your time is well-spent, and your needs are met.

When you have any question or are looking for a referral, we encourage you to start with us. We can help you find a:

CPA

  • Small Business
  • Non-profit
  • Audit Services
  • Personal Tax Services

Attorney

  • Corporate
  • Estate
  • Family / Divorce
  • Mergers and Acquisitions
  • Medicaid Planning

Mortgage Broker

Realtor

  • Residential
  • Multifamily
  • Commercial

Bookkeeper

  • Small Business
  • Payroll Services

Property and Casualty Insurance Broker (Individual or Corporate)

Bank or Credit Union

  • Lending
  • Savings

Health Insurance Brokers

  • Small Business
  • Corporate Benefit Plans
  • Individual

If you would like a referral, please contact Gary directly via email or phone.

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