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Available to Agents in
Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont
First American's Financial Division offers a wide variety of benefits to meet your firm's needs. Through our
Partnering Program, our financial analysts are available to assist you in many areas where your firm may need
help.
As an agent, your reputation means your future. Our Financial Analysts can help you establish internal accounting
and bookkeeping procedures to assure the smooth functioning of your fiduciary responsibilities. We can help
you put in place those safeguards necessary to protect your reputation. As well, we can provide assistance
in helping you select appropriate accounting software systems and help you evaluate outside CPA or accounting
personnel.
Through our financial consultants we can help you learn to budget for growth to stay current with today's
ever changing technological needs. Through our Partnering Program, we can answer any range of questions from
payroll and general accounting, escrow/IOLTA issues, to a complete overhaul of your office procedures. We provide
referral resource information regarding payroll service companies, local college internship programs, and information
regarding escheat of fiduciary funds.
First American is aware of the problems that face our agents on a daily basis and through our partnerships
we want to be there to help you solve those problems as quickly and amicably as possible.
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