We place an emphasis on quality of service. We participate in a rigorous quality control program, which includes peer reviews of both our estate planning and retirement planning services. This review ensures our compliance with the highest of professional standards and our commitment to maintaining the highest continuing professional education standards as required by federal and state agencies.
What makes us unique is the personal attention, commitment and energy we bring to each client relationship. Each client is assigned a team that includes a Partner; that team works together to ensure that the client's planning and execution are designed specifically to meet her or his accounting and financial needs and goals.
Surindra Maharaj, Founder and Managing Director
Surindra has been in the Financial services industry since 1998. He specializes in business, personal and estate planning. Surindra leverages tax strategies to promote business and personal tax planning to help his clients achieve their goals. Surindra completed a certification in Estate Planning with the ASTD(American Society of Training and development).