Other Service

Our wealth management services are designed to be able to work with you on all aspects of your financial life. For that reason we have established strategic alliances with:

  1. CPA's for tax planning and tax preparation services 

  2. Attorneys for a will, living will, trust, litigation and business law. 

  3. Insurance professionals for excellent life, disability, health, and long term care insuarance. 

  4. Insurance professionals for competitive personal and business property, casualty, and liability insurance products. 

  5. Real estate services including real estate brokerage, mortgage loans, title and appraisal services.