Working With Your Team

At Garrel Miani Financial Group, we work with attorneys, accountants, trust officers and other financial professionals to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available. When you work with Garrel Miani Financial Group, you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients.

Every organization communicates differently. We promise to quickly and accurately share information so that we meet the needs of our shared clients. We will always maintain open lines of communication. We are a results-oriented firm, and promise to deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax strategies.1.

We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don't hesitate to contact us.

1Neither New York Life Insurance Company nor its agents or affiliates or Garrel Miani Financial Group or its staff provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.