At the Northern Virginia General Office, our agents work with their clients’ attorneys, accountants, trust officers, and other financial professionals to better serve the needs of their clients. This collaborative approach gives their clients the most comprehensive service available.
Advisors can rest assured that agents will work with them to develop a mutually agreeable process for interacting with shared clients. We know that every organization has different methods and preferences for the way communication is handled, and that’s why our agents are flexible and adaptable in order to effectively meet their clients’ needs within a cohesive team environment. We will deliver creative and effective solutions in the areas of business, estate, and succession planning.