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11. Related services. Does the firm offer other services to support you so you may get the "one-stop financial shopping" you involve? If so, what are they offering? A person they in order to understand which services you really want? One the identified the stakeholder, a person be assured that understand the company business competently. You will need to check its page. Check its corporate filings- SEC (if appeared a public entity), state filings, and so forth .. Make sure you find and know its mission statement