VENDORS
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If you (or your client) need professional services, please ask us for help. We are great connectors and can introduce you to reliable white-collar professionals, vendors, you name it. Most importantly, you can rely on us to not only provide you with these resources, but have confidence that those referrals are trustworthy individuals that we count on to take care of you as we would.
Home Services
RESIDENTIAL REAL ESTATE
CONSTRUCTION
ROOFER
LOCKSMITH
HOUSE CLEANER
WINDOW CLEANER
POOL CLEANING/REPAIRS/CONSTRUCTION
SECURITY SYSTEM
GEOLOGICAL & SOILS
HOME INSPECTORS
MOVERS
HAULING & CLEAN OUT
CHIMNEY/FIREPLACE
PLUMBER
ELECTRICIAN
GARDENER/LANDSCAPER/TREE TRIMMER
PAINTER
CONTRACTOR
EXPEDITOR
HANDYMAN
DESIGNER
ARCHITECT
WINDOWS
WOODFLOORS
HVAC
Finance
ACCOUNTANTS AND BOOKKEEPERS
ANNUITIES
BANKERS(LENDING, DEPOSITS, CASH MANAGEMENT, SBA LENDING, ETC.)
INVESTMENT BANKER / M&A PROFESSIONALSIRA(TRADITIONAL, ROTH, SEP, SIMPLE, SPOUSAL, ETC.)
MORTGAGE BROKER
PRIVATE MONEY
BRIDGE LOANS
REVERSE MORTGAGE
RETIREMENT PLANS(401K, SEP, SIMPLE,PROFIT SHARE, DEFINED BENEFIT, ETC.)
ROLLOVER OF RETIREMENT ACCOUNTS(401K, 403B, SEP, SIMPLE, 457B, IRA, ETC.)
Business
HUMAN RESOURCES/ EMPLOYMENT LAW
ATTORNEYS (VIRTUALLY ANY TYPE YOU DESIRE)
BUSINESS BROKERS
IT SERVICES (SECURITY, INFRASTRUCTURE, SOFTWARE, NETWORK COMMUNICATION, ETC.)
BUSINESS / CORPORATE STRATEGISTS(SALES, MARKETING, FINANCIAL,OPERATIONAL, SAFETY, CORPORATE STRATEGY)
COACHING (PERSONAL AND BUSINESS OWNER/CEO COACHING)
MARKETING
COMMERCIAL REAL ESTATE(FOR TENANTS, LANDLORDS, BUYERS & SELLERS)
COMPANY STOCK, CONCENTRATED STOCK POSITIONS, NUA
CPAS(TAX, AUDIT, FORENSIC ACCOUNTING AND CONSULTING PROJECTS)
EXECUTIVE RECRUITERS(ACCOUNTING, FINANCE, ATTORNEYS, C-SUITE, TECHNOLOGY, SALES, MARKETING, ETC.)
NON-PROFIT CONSULTING
OUTSOURCED/PART-TIME EXECUTIVES (C-SUITE, FINANCE, TREASURY,ACCOUNTING, SALES, MARKETING/ADVERTISING, ETC.)
PAYROLL
RECORDS STORAGE
WEBSITE DEVELOPER / SEO / INTERNET MARKETING
STRUCTURED INSTALLMENT SALE(TAX DEFERRAL STRATEGY WHEN SELLING HIGHLY APPRECIATED BUSINESS AND/OR PROPERTY; NOT APPLICABLE WHEN SELLING STOCKS AND BONDS)
Professionals
ATTORNEYS(VIRTUALLY ANY TYPE YOU DESIRE)
A-LIST AGENTS/REALTORS (WE ARE PARTNERED WITH HUNDREDS OF OUT OF AREA AGENTS/REALTORS, AND WILL VET OUT THE BEST CHOICE FOR YOU)
ADVERTISING AND PR AGENCIES
HUMAN RESOURCES/ EMPLOYMENT LAW
INSTALLMENT SALES (STRUCTURED ONLY)
ESTATE PLANNING/ INTER-GENERATIONAL PLANNING (IRREVOCABLE TRUST, REVOCABLE TRUST, PHILANTHROPY, DONOR-ADVISED FUNDS, ETC.
Insurance
EMPLOYEE BENEFITS (MEDICAL, DENTAL, VISION, WELLNESS, DISABILITY, GROUP LIFE, ETC.)
INSURANCE (PERSONAL -LONG TERM CARE, LIFE, DISABILITY, ANNUITY)
INSURANCE (BUSINESS –WORKER’S COMP, P&C, LIFE, GROUP BENEFITS, BUY-SELL AGREEMENT, KEY MAN INSURANCE, ETC.)
MEDICARE (ENROLLMENT AND PRIVATE INSURANCE GUIDANCE)
WORKER’S COMP INSURANCE
Senior Services
ATTORNEYS (VIRTUALLY ANY TYPE YOU DESIRE)
SENIOR HOUSING(HOUSING GUIDANCE FOR SENIORS)
FIDUCIARY(CONSERVATORSHIP, TRUSTS, ESTATE, ETC.)
HOME HEALTHCARE / NURSING
ELDER CARE ISSUES(HOUSING, HOME HEALTHCARE, FIDUCIARY SERVICES, LONG TERM CARE, ETC.)
SENIOR HOUSING (HOUSING GUIDANCE FOR SENIORS)
SOCIAL SECURITY (ENROLLMENT STRATEGIES, BENEFICIARY AND SURVIVOR GUIDANCE)
