Broker Check

Client Industries Served

Our client base is very diverse. It includes individuals, families, businesses, and self employed professionals. They are looking for an advocate who will help create a plan that is unique to their situation, guide them in times of need, and be there to assist them to achieve their goals. We partner with our clients for all their business, tax, and wealth management needs. Our network of professionals can help with virtually any tax, accounting, or financial question or problem you may have. We provide close, personal attention to our clients. Relax in the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

We have a wide range of experience serving individuals and businesses that include:

  • Medical and Dental Practices 
  • Legal Practices
  • Construction
  • Real Estate
  • Distribution and Wholesalers
  • Personal Services
  • Insurance
  • Retailers
  • Restaurants
  • Educators
  • Civil Servants
  • Printing
  • Manufacturing
  • Computer Technicians
  • Real Estate Brokers/Agents
  • Mortgage Brokers/Banking
  • Manufacturers Representatives
  • Traders
  • Transportation
  • Reality Associations
  • Food Industry
  • Arts and Entertainment
  • Non-Profit Organizations

Have a Question?

Thank you!