Alliance Partners
We’ve been incredibly fortunate to build strong relationships with and give advice to numerous financial institutions, realtors, accountants and attorneys throughout New England. Please don’t hesitate to contact us if you’re looking for reliable local professionals. We’re happy to steer you in the right direction.
If you want to become one of our partners, please fill out the form below. We would love to learn about your business to see how we can help.
Accountants
We’ve worked with CPAs across New England on mutual clients and their tax issues. We’re a huge promoter of joint work and having all our client’s advisors at the table. We know our limitations and value the expertise of accounting professionals. Please contact us if you are interested in becoming one of our alliance partners.
Attorneys
There is nothing more important than having properly executed legal documents for any type of estate plan, business succession plan or corporate documents. Please contact us if you are interested in becoming one of our alliance partners.