REFERRAL PARTNERS
Certus is proud to recommend these trusted partners.
Trusted by thousands of professionals and entrepreneurs across the United States, CorpNet is the smartest way to start a business and maintain compliance.
We are a boutique tax advisory firm with nearly two decades of experience. By using court-tested and IRS-approved strategies, we identify proactive solutions to help business owners save money on taxes legally.
We are a boutique, franchise finance loan broker headquartered in NJ. With 25+ years of franchise finance expertise, we advise our clients and secure the most competitive terms in the marketplace.
Naylor Insurance Group is your dedicated ally in securing a worry-free future. Specializing in auto, home, life, and business insurance, we take pride in offering robust protection tailored to your individual requirements.
Jeff Toone
As a financial planner, I partner with the tax professionals at Certus to provide clients with guidance beyond traditional accounting. I offer comprehensive financial planning, including goal setting, investment strategies, retirement planning, and wealth management. By collaborating with Certus' EAs and CPAs, I ensure that financial strategies are tax-efficient. My holistic approach fosters trust, strengthens long-term relationships, and helps clients achieve their retirement dreams and financial goals.
Call to schedule a free consultation:
801-373-3763
jeffrey.toone@edwardjones.com
We specialize in creating and preserving financial confidence for clients. Whether you are a business owner or an individual approaching retirement, we can help you reach your financial goals so your focus can be on enjoying life. We bring extensive experience and professionalism to every client and customize our recommendations to support your goals and dreams. Focused on helping accredited investors minimize their tax bill.
Profi is dedicated to providing investment management and strategic wealth planning that is right for you. Serving high net worth clients in a family office environment focused on relationships.
Arlen Card Law