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Strategic Partners:

Emerson Reid & Co.- As an affiliated agency providing, innovative technology, state of the art marketing & strategic planning for employee benefit design & implementation. The largest employee benefits General Agency in PA, NY, NJ & CT, with 7 offices, 200 employees and management of over $3 billion in health care premium.

Lincoln Financial Group/RHM Partners - One of the largest insurance and financial services organizations in the USA.

Wealth Management, Investment and Retirement Advisory Firm. https://www.stellaradvisor.com/

ESG

EQUITY STRATEGIES GROUP Consulting services firm who's sole focus is the design and implementation of successful exit strategies for family owned & privately held businesses.

"It's not if, but when"

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