|
Insurance/Investment Companies
The insurance and investment companies as well as the general agencies we deal with are our business associates. Having multi-billion dollar entities in our corner with vast resources adds to our strength. As a result of our ethical reputation, we are well respected and have unlimited access to these resources, which allows us to help our clients when necessary.
General Agencies
Northeast Planning Corporation
Crump
BenefitMall
Walsh Benefits
Lee-Nolan Associates, LLC.
Insurance Carriers (Member Services Phone Numbers)
Strategic Alliances
We have developed strong relationships with advisors that have proven track records in their respective areas of expertise. This allows us to take advantage of their strengths and resources which help all our clients. These areas include accounting services, legal services, commercial insurance (including property and casualty insurance), real estate, mortgages, marketing, venture capitalists, human resources and portfolio management.
top of page
|
