Business Services

You probably have an attorney, an accountant, an insurance broker, a banker and various other service providers you’ve built relationships with over time. As your business has grown and evolved, have those relationships grown and evolved as well? Sometimes we need to take a step back and evaluate who and what we need for this specific time in our business and in our lives, we’ve all been through that one way or another. Making new relationships, the right relationships, is a process. We can help you determine what you need, and who can best provide it for where you are right now. Our networks include:

• Consultants
• Solution providers across a wide spectrum of specializations
• Investment Bankers
• Retail Bankers
• Attorneys
• Accountants
• Wealth Managers
• Insurance Brokers
• Value Added Relationships