Client Referrals

CPA/Taxes
Business Owners 
Allen Schaefer
aschaefer@pwcpa.com 
Rebecca Driscoll
rebecca@conscious-accounting.com
Mike Sylvester
Mike@sbscpagroup.com
W-2 Employees
Mike@sbscpagroup.com
Brandon@amaralfp.com
Denise@gatescpallc.com
Bookkeeping
Business Owners 
Knies Co
brittney@kniesandco.com
Matt Croce
matt@mattcroce.com
Rebecca Driscoll
rebecca@conscious accounting.com
Brandon Amaral
brandon@amaralfp.com
Debt
Refinancing
Sora Finance 
Student loans
Common Bond
Earnest
Laurel Road
SoFi
New Loans
Sora Finance
Local banks
Insurance
Life, Disability, Annuities, etc.
BC Brokerage
broc@bc-brokerage.com
peter@bc-brokerage.com
Broc: 765-703-7146
Peter: 317-362-5762 
Property and Casual 
Health Insurance 
Matt Allen
Matt@iconic-insurance.com
Career Coaching
Amanda Doblin
amandadoblin@gmail.com
Maria Santiago
Outsourced CFO
Jeff Kopelman
jeffreyakopelman@gmail.com 
Financial Advisors 
Divorce
Major Life or Medical Event
Your Parents Age / ‘Retirees’
Taylor Schulte
Define Financial
Ben Lake
blake@miraclemileadvisors.com
Drew Feutz
drew@migrationwm.com
We're here to help.
Have a question about any of the recommendations?
Send us an email at thomas@allstreetwealth.com
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