Preferred local banker providing outstanding customer service. provider of SBA loans, line of credits, business banking and business credit cards. No referral fee paid.
Payroll: Preferred payroll provider with outstanding customer service. Additional add-ons available for HR, benefits and many others. We provide a wholesale option where there isn’t a referral fee but if the client does not sign up to us through wholesale then we are paid for referrals based on future payroll fees.
Retirement: Preferred 401k provider for high-net-worth businesses and plans. Its connectivity with ADP payroll makes this a must-have. Due to higher annual fees, a plan must have over $200k in annual assets to be considered a good fit. We are paid for referrals based on 401k fees.
preferred 401k provider for low net-worth businesses and plans. They have low fees while offering flexibility in plans. This is the perfect entity for businesses starting a new plan until they accumulate $200k in assets or more. We are paid up to $100 for the referral for their 401k plan.
Preferred provider in complex and all inclusive IT solutions and support to local businesses. We are paid a small percentage of annual revenue for the referrals.
Preferred financial and capital management provider. They provide investment advisory services to high net-worth individuals. We are not paid a referral.
Preferred provider for personal, business, financial, and real estate related legal services. They also provide litigation and dispute resolution services.
Audit resolutions experts who assist with tax notices, audits, or inquiries from either the IRS or state tax authorities. Protection Plus will also help those who become victims of tax and non-tax related identity theft.