Advisor Assist
1000 Plain Street Suite 1B
Marshfield, MA 02050
Marshfield, MA 02050
Formed in 2006, Advisor Assist provides exceptional service and value for individuals or teams seeking an integrated and comprehensive compliance solution. As a key partner in the path to full independence, Advisor Assist offers RIA formation, registration, and ongoing compliance solutions.
SMART Tax Strategies
SMART Tax Strategies
970 Windham Ct.
Boardman, Ohio 44512
970 Windham Ct.
Boardman, Ohio 44512
SMART Tax Strategies represents a formal and strategic alliance with Payroll Pros, LLC founder Larry Roberts. SMART Tax Strategies provides full service tax prep, planning, and solutions as needed, to compliment or implement the SMART Concept solution ideal for your firm.
Payroll Pros, LLC
970 Windham Court, Suite 9
Boardman, OH 44512
Boardman, OH 44512
Payroll Pros excels at providing customized solutions for firms of all sizes, ranging from payroll to human resources. We’re proud to partner with a full-service firm to implement the SMART Concept solution optimal for your firm.
Law Office of Richard F. Moroco
7 West State Street, Suite 100
Sharon, Pennsylvania 16146
Sharon, Pennsylvania 16146
Attorney Moroco’s firm provides the documentation to protect SMART Concepts Group solutions in the areas of M&A, business continuity/succession, equity agreements, in addition to employment and operating agreements. Our collaborative process ensures your customized strategies and solution implementations are protected.
Kelly L. Bianco Carrier, ASA, CBA, CPA/ABV, CFP®
6603 Summit Drive
Canfield, OH 44406
Canfield, OH 44406
Kelly is Principal-in-Charge of the HBK Valuation Group in the Youngstown, Ohio office and has been with the firm since 2012, when HBK merged with her business valuation firm, Strategic Valuation Group. She has over 15 years of exclusive, full-time experience in business valuation. Kelly and Tom Titus collaboration has produced industry-unique valuations used by countless financial firms across the country.
Integritas
Integritas joined the SMART Concepts Group partner network in July of 2016 to provide transition continuity consulting for SMART Concepts Group clients seeking independence or reaffiliation.