Rona Birenbaum and Clifford Boland formed a partnership in 2000 to create a more complete lifecycle of client care. Combining our individual skills and experience, we provide clients an enhanced level of service, expertise and caring.

Together, we offer more comprehensive services than you'll usually find in a financial services company.

Because your needs may extend beyond our expertise, we also offer a network of qualified, screened professionals who can help with social, career, medical or business related issues.