Looking to connect with a local Estate Planner that is looking to build a relationship with my Allstate Agency in Boulder. Any referrals?

Answered by:

Susan Glow

Glow & Co, LLC

2 Questions answered

Answered on October 2nd, 2018

Chanc Woods, CFP from The Woods Insurance Group

Oct 2nd, 2018

Yes, I am a CFP so I am very good at referring business to Estate Planning attorneys.