Tell us a bit about who you are and the people you reach
Most of our clients successful professionals that are age 45 on up. Many of our clients are families and are local (i.e., Northeast) and have been with us a long time. In fact, we have multiple generations for clients. Clients come to us through referrals from their existing friends and their accountants and lawyers.
Must be professional and conservative. We are not a "retail" shop.