Access to Trusted Advisors

Jonathan D. Pond, LLC has assembled a team of tax, accounting, estate planning, legal, and insurance specialists throughout the United States we can recommend as needed. We have no financial relationship with these — or any other — professionals, and will build teams based on an individual client's unique needs in the following areas:

  • Estate planning
  • Income tax planning and preparation
  • Insurance
  • Mortgage banking
  • Charitable giving
  • Record keeping and bill payment

We also work closely with other professionals who have established relationships with our clients.

We are pleased to act as the "quarterback" for your financial needs, coordinating and communicating among the various professionals that serve the individual



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