New York (June 2, 2003) -- The Personal Financial Services division of conglomerate FleetBoston Financial has rolled out a bundled financial product package for the accounting and legal professions.
The Fleet Business Packages for Attorneys and Accountants offers banking and financial products and services tailored toward smaller firms with revenues of up to $5 million.
The package offers insurance services, personal assistance to handle issues or pair clients with a specialist, and a client referral incentive program for accountants.
Accounting and law firm partners also receiverewards for personal banking, free investment portfolio review, access to the Fleet Private Clients Group for high net-worth clients and continuing education seminars.
The program is currently being rolled out in the metro New York area.
-- WebCPA staff
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