106 Things We Do For Clients, No. 75

No. 75 of 106 Things We Do For Clients

Provide referrals to other professionals, such as accountants, attorneys, lenders, bookkeepers, coaches, insurance agents, long-term care providers, bank trust officers, and a host of others.

It’s common that our clients need the help of other professionals but don’t have an established relationship. It’s daunting to sort through lists of names that represent a faceless black hole of “whom do I trust.” We have established relationships with many professionals that we trust to have your best interests in mind.

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