The Company We Keep
Our clients can access our network of financial services experts, organizations, and service providers. Over the years we have worked with the “best of the best.”
That’s why we’ve aligned ourselves – formally and informally – with other organizations that help us keep current on financial services issues and trends or equip us to better solve the problems of competing on behalf of our clients in a challenging economic environment.
Meet the trusted colleagues who form our professional resource group – The ‘99ers. These consultants offer a range of advice and consulting to financial services providers and share knowledge and ideas over monthly meetings.
Learn more about the industries referenced on this site through the links below: