firm services:
connection with our representation of firm clients. Please note that we will conduct an initial phone interview with you to determine whether we are a good fit for your broker needs. While our rates are reasonable, we are not a discount brokerage firm. Our clients are often high net worth individuals, experienced business owners, executives and professionals. And our brokers are not part-time salesmen looking to make a quick buck. They are full-time professionals with experience as attorneys, accountants and investors.
Executive relocation services Seller price maximization services Buyer investor financial analysis Commercial Real Estate Purchase and sale transactions Commercial lease transactions and property management Office relocation services Seller price maximization services Buyer investor financial analysis Mortgage and Financing Residential mortgage loans Home equity lines of credit Mortgage loan comparison and cash flow analysis Commercial loans and financing vehicles Loan packaging and business plan assistance Insurance Health, life and long term disability Commercial, professional and D&O Business Sales Business purchase and sale transactions Buyer due diligence and financial analysis Legal representation for larger transactions Business plan and seller price maximization services Securities Portfolio management Stocks, bonds and funds Life insurance products Individual retirement accounts 401(k) Plans |
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