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FINANCIAL SERVICES/CONSULTANTS

Adalsan, Inc

LIFE INSURANCE, DISABILITY INSURANCE, GROUP HEALTH AND DENTAL, GROUP LIFE AND LTD, STANDALONE AND HYBRID LONG TERM CARE, AND ANNUITIES

Arrow Search Partners

Arrow Search Partners is an executive recruiting firm specializing in placements across a range of industries. Our senior leadership has over 30 years of combined recruitment experience and our goal is to continually position our clients and candidates for success. As a boutique search firm, we make sure every touch point is personalized. We’re always good for a cup of coffee or lunch at your favorite spot. We want to invest our time in you, so you feel good about investing your time with Arrow.

Asset Enhancement Solutions, LLC

Asset Enhancement Solutions, LLC (“AES”), is a financial advisory firm that provides both Investment Banking and Consulting Services to companies considering important transactions such as selling a company, acquiring a company and raising capital. We specialize in arranging debt and equity financing for companies with challenges. Unfavorable challenges such as operational, legal, tax, financial or liquidity issues or positive challenges such as opportunities for growth, acquisitions and long-term success. AES works with middle market companies, public companies and small businesses.

Bernstein Private Wealth Management

Bernstein was founded 50 years ago to manage money for families and individuals. Our focus has never changed, although our client base has expanded to include businesses and institutions. Much like our client base, we are investors and innovators. More than just middlemen we push the boundaries of investing while minimizing costs and taxes. Our proprietary financial modeling tools give business owners, families and foundations a reliable preview of the impact from the choices yet to be made. Better decisions for tax efficiency and wealth transfer are easier to make knowing these impacts.

Bradley & Parker, Inc.

  • Property & Casualty (including workers compensation, D&O and Professional)
  • Employee Health Insurance Plans
  • 401k Plans and other retirement plans
  • Captive Insurance Companies and other alternate risk funding strategies