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We are a full service independent insurance brokerage firm. We have access to numerous national and regional carriers for personal and commercial product solutions for our clients. In addition to every day insurance solutions, our expanded markets enable us access to companies that specialize in retirement solutions. With over 15 years of advising our clients on risk management and insurance, we are able to confidently work with a young working professional just starting out, or the established high net worth family or closely held business with numerous needs. We leverage technology to make transitions seamless and our agency and carriers accessible beyond traditional office hours.
Kalmar is a Finland-based company that designs and distributes open automation systems for cargo container handling applications in ports and terminals.
Our proprietary software and professional team of CPAs have assisted thousands of businesses retain hundreds of millions of dollars in stimulus funding