Case Study 1
Financial Advisor Needs Office Space and Administrative Support.
Problem
Financial Advisor X is a wealth management firm that specializes in money management and financial planning. After downsizing from 10 people to three in the last year, they were looking for an immediate, but flexible leasing arrangement, as well as administrative support to seamlessly continue their business operations.
Solution
CEO provided both the office space and administrative solutions Financial Advisor X was looking for. CEO had a fully-funished office for all three team members the following week, and, because our administrative staff is full-time, they were in place the day Financial Advisor X moved in. CEO also provided Financial Advisor X with conference room facilities, mail services, and videoconferencing abilities.