Insurance and investment Services. retirement Planning, Financial Planningg, Estate Transfer, Business Sucession Strategies etc

Certified Public Accounting firm serving businesses and individuals.

We are an asset management firm that specializes in real estate services for mortgage and banking institutions, private companies and the United States Department of Housing and Urban Development. WAM provides superior value & highest quality services.

Design product portfolios to enhance employee benefit packages with emphasis on ancillary benefits and extended health care services. Augment medical solutions and set strategic direction to bridge gaps in health care coverage.

Investment, pension funds, consulting, IPS, portfolio

New Single-Family Housing Construction (except Operative Builders), Residential Remodelers, Industrial Building Construction, Electrical Contractors, Plumbing, Heating, and Air-Conditioning Contractors

Real Estate Credit, Portfolio Management, Investment Advice, Trust, Fiduciary, and Custody Activities, Miscellaneous Financial Investment Activities

Portfolio Management, Direct Life Insurance Carriers, Direct Health and Medical Insurance Carriers, Direct Property and Casualty Insurance Carriers, Direct Title Insurance Carriers

Trusts, Estates, and Agency Accounts