Broker Check

Strategic Relationships

Finding trustworthy experts across law, insurance, investments, tax planning, trust services, and real estate can be challenging.  Below is a list of strategic resources we've worked with in the past.  You are under no obligation to use any of these professionals and this information is being shared for educational purposes.  Learn more details by accessing their individual sites. 

Meet Our Strategic Relationships

Ann Fowler-Cruz, Principal at Cohen and Wolf, P.C.<br/>

Ann Fowler-Cruz, Principal at Cohen and Wolf, P.C.

Specializations: Elder Law, Trusts & Estates

John Baldelli, CPA at Baldelli &#38; Company, LLC

John Baldelli, CPA at Baldelli & Company, LLC

Specializations: Tax Planning, Accounting Services

Andy Sachs, Founder of CT Estate Services

Andy Sachs, Founder of CT Estate Services

Specializations: Estate Management, Real Estate Services

Scott Fawcett, CPA at Fiorita, Kornhaas &#38; Company, PC

Scott Fawcett, CPA at Fiorita, Kornhaas & Company, PC

Specializations: Accounting and tax services

Simplicity Group

Simplicity Group

Specializations: Insurance Solutions, Protection Planning, Life Insurance, Long-Term Care, Disability Insurance, Annuities, Advanced Case Design, Underwriting Support

The Private Trust Company

The Private Trust Company

Specializations: Trust Services, Estate Planning Support, Corporate Trustee Services, Successor Trustee Services, Trust Administration, Legacy Planning

Disclosure:

You are under no obligation to use the services of, Ann Fowler-Cruz and Cohen and Wolf, P.C., John Baldelli and Baldelli & Company, LLC,  Andy Sachs and CT Estate Services and may choose any qualified professional to provide any of the services described above.  These entities and their services are not affiliated with LPL Financial and True Compass Advisors.