Strategic Partners

To provide a higher level of service that saves clients time and/or money, we work in close partnership with our clients and their other professional advisors. We’ll work with a client’s current advisors, or if they wish, suggest appropriate advisors for their needs – it’s always the client’s choice. To prevent potential conflicts of interest, we neither provide nor receive any compensation from other advisors. Below are some suggestions with links to their websites – as a professional courtesy, please let them know we referred you:

Jeffery J Bush

Brendan Ryan

Accountants

• Stephen A. Lintzenberger, CPA, PMP - Broadstone LLC   
• Robert A. Carnaglia, CPA, CGMA -  Raible, Cornaglia, Wenstrom & Raible, LLC
• Robert Winthrop, CPA

Advertising

Attorneys (by specialty)

• Estates:    Howard Soloman, Esq. - Soloman Law
• Real Estate & Litagation:      Alan Nochumson, Esq. - Nochumson Law
• Brian Discount, Esq. [where?, 2017 obit??]

Bankers

Business Operations

Computer Consultants

Steve Schwartz, CPA???

Mortgage Brokers

• Steven Dalia??
  

Property/Casualty Insurance

• Sean Delaney - McCollum Insurance
  

Real Estate Agents

• Christopher Somers - The Somers Team, Keller Williams Philadelphia
  

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