Complementary Services

In serving our clients, we have come to recognize the expertise of a select group of professionals who complement and share our vision of providing comprehensive financial control and stability.

We are proud to support these respected professionals and encourage and endorse the use of their services for any of our clients who require assistance in the areas of expertise that each provides.

Attorneys
Fox, Differ, Callahan, Sheridan & McDevitt
Brian McDevitt
Attorney at Law
Expertise - Taxation; Estate Planning; Probate; Elder Law
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Michael J. Sheridan
Attorney at Law
Expertise - Real Estate; Corporate Law; Business Law; Zoning, Planning and Land Use; Environmental Law; Estate Planning; Civil Litigation.
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Taxes
Muntz Financial
Paul Bevlock
Expertise - Corporate Tax; Individual Tax; Tax Preparation; Tax Planning Strategies
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Personal Property Appraisal
Paula Fox & Co., Inc.
Paula Fox, GG, ISA AM
Owner
Expertise - Personal Property Appraisals for Divorce, Estate Tax Liability/ Liquidation/ Planning, Insurance
Specialties - Jewelry, Silver, Collectibles, Art, Antiques & Residential Contents
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Professional Recruiting
AJM Recruitment Specialists, LLC
Tina Medaglia
Managing Director
Expertise - Direct Placement and Contract Recruitment in the areas of Human Resources, Accounting and Finance and Recruiters
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Insurance
Keyarx Capital Advisors
Paul Cella, CLU, ChFC
Managing Partner
Expertise - Financial Planning, Insurance, Group Benefits
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