STRATEGIC PARTNERSHIPS
In February of 2022, I responded to a cold email from someone who I now consider a friend. Nick Kiniry sent that email just as the COVID-19 pandemic trauma was lifting. Since then our firm has referred Nick a number of clients who have all been well taken care of. I look forward to this discussion!
Over the next few months, we'll continue to introduce some of the other professionals that provide a range of services: from estate planning, and risk management, to daily money management, family dynamics, healthcare and trust services.
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