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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.


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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