Referral List

Saving money isn’t easy these days, which is why we believe in making sure our clients only pay for good service at a value driven price/fee.  To do this, we have developed a growing list of individuals and business to which we refer business.  We do not receive any commissions or kickbacks from these referrals, but ask that if we refer a client to these businesses, that they give our clients the best service and prices possible.  Our clients have used people in the below businesses with great success (note: many categories will have more than one referral):


  • Accountants/CPAs
  • Auto Dealers (new & used)
  • Business Attorneys
  • Carpet Cleaners
  • Contractors
  • Estate Planning Attorneys
  • Auto, Business, Disability, Home Owners, Life & Personal Umbrella Insurance
  • Jewelers
  • Mortgage Brokers
  • Real Estate Agent

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