Who We Serve

Perlson LLP provides a wide variety of financial services to physicians, dentists, attorneys, and insurance brokers, as well as owners of restaurants, franchises, and other closely held businesses. We address your current financial needs and anticipate future requirements.

Our clients include:
  • Healthcare Professionals
  • Closely-Held Businesses
  • Employee Benefit Plan Sponsors
  • High-Net-Worth Individuals (HNWIs)