Professional Advisor Services
The team at A Neumann & Associates has significantly grown in the past ten years due to our successful working relationship with many professional advisors. As a matter of fact, during any given week, our team interfaces with hundreds of advisors on the East Coast at many different networking events, chamber of commerce meetings and other one-to-one meetings.
The cornerstone of such relationships are mutual referrals that not only enhance business for both parties but also expand the services professional advisors can provide to their respective clients.
We have customized referral programs and would welcome the opportunity to discuss such programs with you in a personal conversation.
Below, you will find some general observations pertaining to the professions we most often work with.