Estate & Trust Law
Halloran & Vance
I have sent eleven families to Peter over nine years. He explains a trust the way you would explain it to your own mother, and he has never once tried to sell anyone something they did not need.
Privaire
Where access meets trust
DM
Dana Mercer
Meridian Wealth Management
“Over twenty-two years I have watched clients get very good advice and very bad advice. These eight are the ones I send my own family to.”
Every name here is someone I have used personally or sent clients to repeatedly. If any of them ever disappoints you, tell me — I will take them off this list. That is the only promise that makes a list like this worth anything.
The list · Eight names
Tax & Accounting
Brightwater CPA Group
Anne is the only accountant I know who calls in October instead of March. If you have a business, a rental, or anything with a K-1 attached to it, start with her.
Property & Casualty Insurance
Kestrel Insurance Group
Two of my clients have had bad losses in the last three years. Marcus answered the phone both times on a weekend and had an adjuster out inside forty-eight hours. That is the entire test for an insurance broker.
Residential Real Estate
Corbin & Rowe
Jenna talked a client of mine out of a house last spring. She lost the commission and kept the relationship. I have referred her four times since.
Business Sale & Valuation
Ardmore Advisory
If you are within five years of selling your company, talk to Sam now rather than then. The work that raises the number happens years before the offer arrives.
Building & Renovation
Whitfield Building Co.
Ray did my own kitchen. He came in eight days late and exactly on budget, and he told me about the delay three weeks before it happened. I will take that trade every time.
Travel
Wexford Travel Design
Claire has rebooked two of my clients mid-trip when things went wrong abroad. You do not know you need a travel advisor until the moment you very badly need one.
Automotive
Northgate Motors
Dee has sold cars to six of my clients and not one of them has told me a story about the finance office afterward. In that business, that is remarkable.
You are invited
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