We firmly believe in supporting the communities where we do business and where our employees reside. Not only are we committed to our community, but we also support a revenue based Charitable Initiative, Employee Match and a client advisor referral program.

We are always looking for new opportunities to become involved in non-profit organizations our clients support. One of the most significant ways we do this is through the development of our charitable referral program, which initiates when a client or advisor refers new business to us. As a way to show our gratitude for this recommendation, we make a contribution to a charity designated by the referring party for each referral.

The company matches any employee’s charitable contributions. We also rally as a company during the holidays and throughout the year to participate in giving programs, such as Coats for Kids or Reach out and Read which benefit our neighbors in need.