Lawyers & Accountants
At JJ Burns, we have a long history of partnering and coordinating with other professional advisors, including our clients’ attorneys and CPAs.
We collaborate closely with you as we work with shared clients. We do more than just send you the occasional report or portfolio update. We include you in our ongoing wealth planning process, ensuring that all investment decisions complement the client’s legal and accounting strategies.
Benefits of Our Integrated Advisory Partnership
- A higher level of client service
- Greater client satisfaction and confidence
- Coordinated financial, legal, and accounting advice
- Access to our financial experts for questions