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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 for our clients often involve working with other professionals as a team dedicated to our clients’ success. We have strong relationships with lawyers, CPAs, loan officers, insurance agents and other professionals to 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 professionals in whom we have confidence. Likewise, many of those professionals refer their clients to Resonant Financial for financial services. If you would like to discuss how we might work together to serve our clients or yours, we are always amenable to establishing new professional relationships. Please contact us to arrange a meeting at your convenience.

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