Financial Partners Networking-
Financial Partners consists of business professionals whose clients have various financial needs – bankers, accountants, lawyers, insurance agents, real estate agents, mortgage brokers and financial consultants.
Meeting monthly, we discuss various aspects of our client’s financial needs so that we can have a well-rounded understanding of those needs.
It is also a great opportunity to get to know our fellow members. While no formal referrals are required, it helps build a good foundation for such referrals.