Referral Partners

As a trusted advisor, you are often aware when your clients may need additional services to assist them in handling their every day affairs.  When you recognize the benefits of referring your clients to BPS, you will continue to be recognized as a resource, while feeling confident that your client is put in capable and honest hands. 

Some of our referral partners include:

Attorneys

Financial Advisors and Trust Officers

Talent Managers and Sports Agents

CPAs and Accountants

Adult Protective Services and Care Managers

Senior Care Facilities

Home Healthcare


If you would like to save your clients money while providing them a valuable service, learn more about our Referral Partnership Program.