Traphagen CPAs & Wealth Advisors partners with many different parties to offer our clients the best service possible. For some unique client situations we seek the counsel/expertise of outside partners within several different professions. This outside expertise, in conjunction with Traphagen’s understanding and management of the clients complete financial situation results in smooth, timely, and high quality solutions.
A sampling of Traphagen Partners are below:
- Investment Banks
- Insurance Consultants
- Brokerage/Investment Research Firms
- Corporate Retirement Plan Specialists
- Veterans & Government Benefit Specialists
Traphagen CPAs & Wealth Advisors is also an active member of the following associations: