The Customer First Alliance

TCFIF, in conjunction with Morgan Stanley Smith Barney LLC*, has brought together leading professional service providers to work closely with dealers, distributors and manufacturers to offer you exceptional services at discounted prices.

Offering services in accounting, insurance, legal and wealth management, the alliance service providers aim to provide cost-effective, tailored business and personal financial solutions to TCFIF customers.

Here are some of the benefits that you can receive from The Customer First Alliance:

• Discounted insurance rates
• A 401(k) program designed specifically for small businesses
• Complimentary reviews of:
  • legal contracts
  • tax returns
  • retirement/investment accounts
• No-cost seminars and webinars to help you minimize risk, decrease operating costs, and grow your business
• Access to professional advisors who can address your business and personal needs
• Additional special offers and events available only to TCFIF customers

To receive more information about The Customer First Alliance and the alliance partners, or to learn more about the available services and our specially negotiated group discounts, click here.

*The Accounting Services, Insurance and Legal Services will be provided by third-party service providers who are under contract with Morgan Stanley Smith Barney LLC or one or more of its affiliates, and who are not affiliated with TCFIF. The Wealth Management Services and 401(k) Services will be provided by Morgan Stanley Smith Barney LLC or one or more of its affiliates.