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HBK CPAs & Consultants is a multidisciplinary financial services firm based in Canfield, Ohio, with operations in several states, including Pennsylvania, New Jersey, New York, and Florida. Established in 1949, HBK is one of the largest accounting firms in the U.S., ranking 46th in recent listings. The firm is dedicated to collaboration and a holistic approach to client service, emphasizing integrity, respect, and transparency. HBK offers a comprehensive range of financial services tailored for small to mid-market businesses. Their offerings include accounting and audit services, tax planning and compliance, wealth management through HBKS Wealth Advisors, business valuation, corporate finance, forensic accounting, and business consulting. With a client base of over 20,000, HBK provides customized solutions to meet the unique financial needs of its clients. The firm has also received recognition from notable publications for its excellence in wealth management services.
Providing real-time asset tracking in any environment, with applications in manufacturing, defense, energy, inventory management, logistics, and security. WISERs ultra-wideband (UWB) system operates without line-of-sight and registers asset locations within inches in most cases.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
ParetoHealth is a healthcare benefits solutions provider focused on midsize employers with 50 to 1,000 employees. The company aims to reduce healthcare cost volatility and improve financial outcomes through innovative self-insurance models. It has established itself as the largest health benefits captive in the U.S., managing over $6.6 billion in healthcare spending and serving more than 3,000 employers, which collectively cover over 1 million lives. The company offers a range of services, including its Risk Shield program, which provides a shared-risk model for predictable costs and stop-loss protection against large claims. Its Savings Engine utilizes data analytics and clinical expertise to manage medical costs and improve pharmacy solutions through the ParetoHealth Pharmacy Consortium. By pooling employers into a single risk pool, ParetoHealth enhances negotiating leverage and risk stabilization, allowing midsize businesses access to cost-saving tools typically available to larger corporations.