Commitment To Community

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.

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.

Employee Matching Program

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.