Professional Advisor Services

The team at A Neumann & Associates has grown in the past ten years due to the successful working relationship with many professional advisors. As a matter of fact, during any given week, our team interfaces with hundreds of advisors in the North-East in many different networking events, chamber meetings or in a one-to-one meetings.

The basic cornerstone of such relationships are mutual referrals that not only enhance business for both parties but also expand the service offering professional advisors can provide to their respective clients.

We have customized referral programs and would welcome the opportunity to discuss such with you in a personal conversation.

Below, you will find some general observation pertaining to the professions we most often work with.

(Please click on the respective category for more information)

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