Concierge Service

 

You are the Key to Your Success and to the Doors you Open ...      

We have dedicated services for our clients to coordinate and implement their goals. We bring together all your professional advisors, creating a team dedicated to continuity in a team approach with your Accountants, Attorneys, Bankers, CPAs, Insurance brokers, Pension Administrators, Realtors as well as other established professionals. 

You may have other service needs that are very specific to your current situation. Our Concierge Services also enable us to provide you with introductions to many other professionals who may best serve your needs: banking, investment, real estate, etc.

Call us: 925-279-2229 or contact us online.