Bradley, Foster & Sargent was founded in 1994 as a registered investment advisor to support both individuals and institutions in meeting their long-term financial goals through tailored investment management and excellent service. Today, BFS continues its tradition of putting clients first, managing and investing money in each client’s best interest.

GWA is a software development company with clear focus on high quality, timely delivered, and cost-effective services. It also works on tying IT technology to your business needs. Our comprehensive experience ensures the development of solutions that give your business an edge using the most advanced IT technology. We strive to offer superior solutions through IT technology, innovation, leadership and partnerships. We are focused on providing services that leverage the evolving and innovative business) delivery model and latest technology advancements to allow our customers to reduce costs, enhance operational efficiencies and increase profits. Our goal is to maximize the benefits of information automation while minimizing its total cost of ownership. We are a Software Development company. Our forte lies in developing custom, scalable & secure applications leveraging and providing value advantages. We are a dependable organization that supports its customer with maximum efforts and making development easy and reliable. We bring exceptional value to our clients through lowered cost of software development services, outstanding quality, reliability and twenty four seven customer service. GWA excels to give a one-stop source for all of the IT needs: strategy, architecture, development, implementation, maintenance, training and support. We bring together the best management and technical professionals with the most excellent skill sets, expertise, qualification and experience. We work as a team, approximating a virtual extension to the client's development/maintenance support organization or product groups, thereby helping to bring cost economics to an optimal level and stabilize resource utilization.

St. Germain's mission is to manage investments based on our clients'​ goals while delivering exemplary, personalized service regardless of the size or scope of their assets. First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. Our competency is in preserving your assets based on your interests and yours alone. It is a competency that addresses long-term investment opportunities and solutions that benefits you and future generations.

Fairview curates dynamic relationships for institutional investors, providing unparalleled access across the most compelling segments of the private markets: venture capital, diverse and emerging managers, and co-investment.

Diversified Insurance Brokerage Services, Inc. are specialists in the Group Medical Insurance market. We have innovative and creative solutions to give your company the best alternatives; especially in today's economy. Please give Karen Geri a call (210) 558-3377 -for a complimentary evaluation of your Employee Benefit plan. Also offering Dental, Vision, Disability, Vision, 401K, Cafeteria Plans, and COBRA administration.

Working with YHB, clients can expect well-informed and objective advice. Sensible, research-driven investment management and high-quality client service form the foundation on which we have earned our clients’ trust and loyalty. Our investment professionals focus on developing prudent strategies based on individual financial concerns and objectives. We derive great satisfaction from helping investors achieve their financial goals. Our team of experienced portfolio managers engages our clients in the process of investment planning. We take time to listen to and understand our clients’ investment goals. Our portfolio managers possess a wide breadth of experience. This professional depth lends insight and rigor to our investment process and decision making, which we consider an important advantage. Each manager works directly with a limited group of clients to develop strong relationships and deliver personalized service, customized portfolio management and sound advice. Managers may also work closely with clients’ other trusted advisors, such as accountants, attorneys, trustees and executors. Upon request, YHB can also guide clients on a variety of other important financial decisions, such as retirement or estate planning, saving for college or elder care, or a review of insurance policies or wills. These additional services are offered at no extra cost to clients.

As one of New England's original energy management companies, Secure Energy has been a trusted vendor partner, aggregator, and authorized broker for leading national suppliers since the infancy of the energy management industry. Let our team with 175 years of combined experience guide your organization through the critical steps required to successfully manage today's energy options. Our mission is to develop and maintain long term-client relationships by designing and implementing comprehensive energy management strategies that communicate market knowledge, leverage supplier relationships, identify unique product options, and deliver innovative solutions. Call 800-655-9818 to schedule a meeting with one of our energy specialists and visit our web page to learn more about the Secure Energy difference www.sesenergy.org.

Built on our heritage of integrity, transparency, accessibility and results, RMC follows a fiduciary standard of care delivering customized investment management and multi-generational family office services to individuals, families, institutions and foundations.

Founded in 1981, MJP Wealth Advisors provides comprehensive wealth management services and investment solutions to individuals, families, and businesses. As a Registered Investment Advisor (RIA), we are fiduciaries and always act in our clients' best interests. Our customized financial plans include traditional, bespoke, and alternative investment strategies to help our clients protect existing wealth and enjoy future growth. Investment advisory and insurance services offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC, Member FINRA & SIPC.

At The Kelly Group, we aim to build a better community, individual by individual. We see ourselves in the same light as Norman Rockwell’s small-town doctor — helping to take care of our neighbors and community through the chapters of their lives, from the first years to the golden years and lots in between. Combining everyday values and today’s technology, we provide you and your family with guidance, perspectives and solutions to support you in reaching your goals.

Principle Wealth Partners is an independent registered investment advisory firm located in Madison and Westport, Connecticut. We provide wealth management and comprehensive financial planning services to individuals, families and institutions. Our independence empowers us to provide custom-tailored financial solutions that are in the best interests of our clients. With over 70 years of experience, and a philosophy rooted in behavioral finance we provide our clients with a holistic, unbiased approach to wealth management.

At Amon & Associates, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for our clients. The process begins with collecting all of the necessary data about you, your family, and your objectives. We then take that data, analyze it, and produce a custom financial plan which has specific findings and recommendations. Together, we will mutually explore the strategies and solutions to help you improve your situation and work towards your financial goals. Finally, even the best financial plan is useless without implementation. Our role is to act as your catalyst to get things done. Here is where we help ensure that your strategic financial plan is put into action, and that each component is professionally coordinated and fully integrated.