Knowledge Group
At Tree City Advisors, we’ve built relationships with qualified and capable professionals in industries adjacent to financial planning and investment services. We work closely with estate planning attorneys, tax professionals, health plan administrators, local banks, and more. These relationships allow us to offer quick, comprehensive information, and better help our clients receive experienced advice from trusted sources.
Banking
CapEd Credit Union, www.capedcu.com
Estate Planning and Contract Law
Steven Rausch, www.capitalcitylawoffice.com
Health and Life Insurance
Steve Marsh, www.getmpi.com
CPA
Hazen Armstrong, www.robbinsarmstrong.com
Payroll, Employer Compliance, and Human Resources
Steve Cilley, www.ataraxispeo.com