Client List

Partial Client List

  • AG Asset Advisory
  • Alexander & Klemmer, S.C.
  • Association Adviser Media Group
  • Atlas Wealth Advisors
  • BizBash
  • Clearwealth Advisors
  • Coyle Financial Counsel
  • CPA Trendlines
  • Creating Equity Group (CEG Worldwide)
  • Customer Benefits Analytics
  • Efficient Wealth Management
  • Fortis Wealth Partners LLC
  • Gruner + Jahr USA
  • ​Holthouse, Carlin, Van Tright CPAs, LLP
  • IFRS Partners
  • India-U.S. Consulting
  • Independence Advisors, LLC
  • Indie CINE TV (American Public Television)
  • MacRae’s Blue Book
  • National Association of Estate Planners & Councils (NAEPC)
  • Naylor Association Solutions
  • New York Society of Securities Analysts (NYSSA)
  • Pennsylvania Capital Management
  • Perillo Tours/Perillo Wealth Advisor
  • Professional Financial Strategies
  • Retirement Advisors, Inc.
  • Soundmark Wealth Management
  • “The Computer Chronicles” (PC-TV)
how can we help you?

Contact us or visit us at our Norwalk CT office

They never miss a beat. Keenly attuned to both the strategic and tactical opportunity. Fiercely reliable. A pleasure to work with.

Rick Telberg
President, Bay Street Group Research | CPA Trendlines East Hampton, NY

We are grateful for your contribution to our clients, COIs, prospective clients, friends and families. Thank you for providing meaningful text to add more clarity, greater insight and relevance to our weekly blog.

Gary Klaben
President, Coyle Financial Counsel, Glenview, IL

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