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Professional Referrals

Perhaps Your Clients Need Resonant Financial Services.

Perhaps Our Clients Need Yours.

The comprehensive financial plans and strategies we develop often involve working with professionals as a team dedicated to our clients’ success. We have strong relationships with lawyers, CPAs, loan officers, insurance agents and others who bring the best of their expertise and ours to the table.

Sometimes, these are professionals with whom our clients already have relationships. Sometimes, our clients ask us to refer them to qualified professionals. Likewise, many of these providers refer their clients to Resonant Financial Management.

If you'd like to discuss how we might work together to serve our clients or yours, we're amenable to establishing new professional relationships. Please contact us to arrange a meeting at your convenience.

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