Professional Referrals

We work in a collaborative process with your existing trusted advisors. If you need a referral we have a team of professional advisors (CPA's, Attorneys, Business Advisors, Real Estate Agents, Mortgage Brokers, Insurance Agents) that we have worked with for many years that we can introduce you to. Below are some of the advisors we work with on a regular basis. Be sure to let them know we referred you to them.

Attorneys:

Accountants:

Business Consultants:

You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial and Bair Financial Planning.