Broker Check

Professional Referrals

As part of the service we provide our clients, we offer referrals to numerous high quality professionals in related fields from which our clients often need other financial or legal services, counsel or direction.  Often these other professionals will actually come to our offices to meet with us and our clients so that we are a coordinated team striving to ensure that the clients’ wishes are being accurately and appropriately pursued.  Other times, our clients may just meet directly with their chosen professional at their own office or at the clients office or home.

We currently are providing quality referrals to the following professionals:

Estate Attorney

Probate Attorney

Divorce Attorney

Commercial Attorney

CPA - Audit

CPA - Tax

Mortgage Banker

Mortgage Lender

Personal Banker

Commercial Lender


Business Valuation Specialist

Collectibles Valuation Specialist

Auction House Service