At Damon Financial, we work with attorneys, accountants, trust officers and financial advisors to in an effort to better serve the needs of our clients. This collaborative approach can help give our clients a thorough service available.
When you work with Damon Financial, we will work with you to help develop a mutually agreeable process for interacting with our shared clients. We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments.
We are a results-oriented firm, and we seek to deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning*. We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.
*Neither Michael Damon, Damon Financial, LLC or its employees, nor New York Life Insurance Company or its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
