Charting a Course to Financial Success

Strategic Partners

We have formed strong working relationships with several firms that are experts in their respective industries. In so doing, we are able to quickly marshal resources for the benefit of our clients.

Law Firms

Sheppard, Mullin Richter & Hampton LLP is one of the largest full-service law firms in the country with more than 370 attorneys in offices throughout California and Washington, D.C. Founded in 1927, the firm’s philosophy is to staff matters with experienced, effective, results-oriented attorneys who recognize that availability, accessibility and responsiveness to clients is crucial. The Firm’s clients range from start-ups to Fortune 500 clients, as well as individuals seeking a full complement of legal representation.

Commercial Banks

Cardinal Financial Corporation is a financial services organization committed to providing businesses and consumers with individual attention and professional financial solutions. Cardinal Bank delivers superior personal service in a consolidating financial services environment which increasingly de-emphasizes service. Cardinal also employs state-of-the-art technology to provide its customers with financial products equal to or superior than those offered by larger financial organizations. At Cardinal, customers receive hands-on knowledge and hands-on professional assistance, anytime and anyplace.

Accounting Firms

Aronson & Company is a nationally-ranked top 50 accounting firm providing innovative business solutions to industry groups including construction, government contractors, homebuilders, nonprofit associations, professional service, real estate developers, technology, and wholesale/retail companies. A staff of over 200 provides professional services that include: audit and assurance, tax, technology/accounting systems, business consulting, investment banking, litigation support, and valuation.

Tax Advisory Firms

Piascik & Associates. “BIG IS GOOD. SMART IS BETTER.” A premier specialty tax firm, engaging proactive solutions for your individual, corporate, international and real estate tax needs by building relationships that produce results.

Web Design and Software Development Firms

Founded in 1997, i3solutions, Inc. is an IT consulting firm specializing in Strategic Consulting, Application Development and Graphic Design. The firm is a Microsoft Certified Solutions Provider (MCSP) and in 2001 was awarded the Microsoft Gold Certified Partner for E-Commerce Solutions, the highest certification level awarded by Microsoft. Its staff members are at the forefront of today’s cutting edge technologies having published and edited technical books including Que Publication’s Using Active Server Pages and technical books on Visual Basic, eXtensible Markup Language (XML), Simple Object Access Protocol (SOAP) and Microsoft BizTalk Server. The firm’s exceptional dedication to its clients and deep knowledge of current and emerging technologies has resulted in a 96% customer retention rating. The firm has successfully delivered over 80 enterprise systems to such clients as the Graduate Management Admission Council, Verizon, Publisher’s Clearing House, Weight Watchers, The Federal Home Loan Banks’ and Merritt Properties.

Network Design and Web Hosting Firms

Electronic Data Solutions, Inc. has been in business since 1992 and develops, designs and implements corporate networks from a simple two-station network to a large corporate environment. They are a complete resource for customers to obtain the latest and best equipment and are unique in that their services are comprehensive throughout the full support cycle. They integrate technically advanced networks and systems, and verify that they are operating flawlessly. They provide web hosting services and facilities and provide IT training services for in-house corporate staff.

Financial Planning and Insurance

Metzman & Associates provides long-term financial planning advisory services focusing on a full range of business insurance needs including life, disability, and long-term care insurance, annuities, retirement planning, executive benefits, and group health benefits.

Management Information System Software and Design Firms

KC Solutions, Inc. is an authorized reseller, trainer, and consultant for BusinessWorks, MAS 90, GoldMine and Keystrokes. The firm has tailored accounting software systems for clients ranging from sole proprietors to multi-divisional companies and offers accounting products and services compatible with each stage of a business’ development and growth. Its expert, customized on-site training provides “real world” experience directly applicable to your business.