420 Park Street,
As a service for our clients, we make ourselves available as a sounding board for any of your friends or family members. When someone you care about needs financial guidance, we will make time to meet with them and point them in a helpful direction.
HOW CAN WE HELP?
As financial stewards, we always want to make ourselves available as a sounding board to those you care about – even if it’s to confirm that they’re on the right track. That is why we created a service for friends and family.
How to access our service:
If a situation arises where an individual may need assistance with a financial matter such as retirement planning or investing, you are welcome to share with them your experience in working with our practice.
Ask the person if they would like to meet with us, and with their permission, call or email us to provide us with their contact information.
We are here for you and anyone who may need guidance with a financial situation. You are always welcome to call us.