Our Dedicated Service Model

Client Service Second to None

We believe that the industry has fallen short on client  service, to the point that in our opinion, expectations are now sub standard.

We decided to be proactive and invest more resources into this area.

We break it down into two sections : Reactive and Proactive

Each one of our clients is paired with their own dedicated service representative.

Our ‘White Glove’ Commitment

Comprehensive Periodic Performance Reports

Personalized Tax Packages

Monthly Newsletter

Online Account Access

Leading Industry Technology

Rapid Response Within 24 Hours

Team of Qualified Professionals

Transfer Fees Waived

Access To Our Professional Network

Sounding Board & Counsel

Proactive Management

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