Kaplan CFO Referral Partners
Our Referral Partners are those business professionals with whom we have developed a high level of trust and who recognize the benefits of partnering with Kaplan CFO. They represent a wide range of service industries: accounting, legal, banking, insurance, human resources, marketing and more; each one is qualified and sponsored by a Kaplan CFO Partner. Working together, we pool our insights and experience in order to create more value for all our clients.
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Referral Partner News & Insights
This Month’s Featured Referral Partners
Click on a Referral Partner to find out more about that individual.
Morrow Insurance Agency, Inc.
We take a holistic approach in developing better benefit decisions, providing efficiencies and lower costs, helping clients avoid regulatory penalties and help clients experience a more engaged and productive workforce.
We offer business loans of all sizes, including very small and very large, as well as technical services to entrepreneurs. Our credit builder loans help you create/build credit. Our specialty CD's allow you to invest your money for social impact.
Colton Groome & Company is Western North Carolina's most established wealth management firm, specializing in Corporate Retirement Plans. We have helped individuals, families, and businesses succeed inter-generationally since October 1, 1950.
Ward and Smith, P.A. is a full-service law firm with more than 90 attorneys working as a team from five offices, from the coast to the mountains of North Carolina. Our goal is to provide exceptional service to our clients.
Craft HR Solutions, LLC offers fractional HR services to small and mid-sized businesses experiencing growth and scaling challenges. Experienced HR professionals provide services in recruiting, handbooks, engagement, training and more.
Qualified Referral Partners are invited to contribute their news and insights. Simply email your content to [email protected] for consideration. Posts that appear on our website will also be reposted on LinkedIn.
