210 7th Street Southeast
Nonprofits, which may include charitable organizations, foundations, associations, religious institutions, and a variety of philanthropies, have some unique needs as well as opportunities when it comes to managing donated funds, sustaining and protecting wealth for future generations, and setting up and managing legacy tools for planned giving.
Request an appointment today for a complimentary consultation about your group's unique interests and needs.
Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.