Since we don't prepare tax returns or legal documents, we've always maintained strong working alliances with outside accountants and attorneys. Contact us for more information on our professional alliances.

If you offer a related professional service, such as accounting, legal or estate planning, insurance or other service that is tied to the wealth management process and are interested in discussing a professional relationship, please call Bob Barry, CFP® at 908.979-1505 or use this form to send us an email.

Last updated on July 15, 2011 by Bob Barry