Clients and Partners

We are a CPA Advisory and Tax Return Preparation service designed to support the best practices of today’s professional Financial Advisors.
CANNEX Financial Exchanges facilitates the purchase and sale of a variety of financial products in the United States and Canada. CANNEX has created an information exchange that allows producers to compare and contrast SPIA and DIA (Deferred Income Annuity) products specific to their clients’ need with instant online quotes guaranteed by the issuers represented.
Crump Life Insurance Services is among the largest wholesale distributors of services that support the sale of life related insurance and annuity products.
Since 1976, FIG has been representing some of the most competitive and financially stable insurance companies in the industry. We specialize in Annuities, Long Term Care, Life and Securities. With a growing number of organizations in our business, reputation is crucial. Join FIG and let us show you what sets us apart from the competition.
In support of our mission, RISE provides financial institutions, advisors, and consumers with engaging resources and innovative tools to optimally manage the financial risks of retirement posed by uncertain longevity and changing savings habits.
At Synergy we focus on one simple thing, helping you, the producer, spend your time producing. We are the partner that will share with you how our other successful agents maintain their practice, train their staff and prospect to new clients. Our focus will increase your success!