Advisors

If you are an accounting or legal firm, we can offer important services to you and your clients. Contact us to learn how we can work with you to provide product review, product design and planning, and product placements to solve your client’s needs.

If you are a property and casualty, personal lines or group benefits firm, we may have a strategic relationship to offer you. Contact us to learn more.

If you have interest in any of the above, mail us at:

strategicrelationships@pappasfinancial.com