​Alliance Holdings is not your typical investment firm. Our team can quickly evaluate complex and non-traditional investment opportunities across a wide variety of asset classes, including: private equity, real estate, intellectual property, and specialty financial assets. Our corporate structure allows us to creatively provide liquidity to owners of assets in inefficient tax situations. Furthermore, our private capital allows us to invest in a variety of industries, including vice industries (e.g. cannabis, firearms, tobacco, and adult). Finally, we are free to invest across the capital structure and in structured financial assets. ​ We have no outside investors, and are 100% employee-owned through our unique ESOP corporate structure. We pride ourselves in our ability to structure mutually beneficial transactions. As a result, we are free to focus on people, partnerships, and generating long-term value.​

Thomas E Sears, Inc. is a Boston-based intermediary firm specializing in property and casualty insurance and reinsurance.

Liftman Insurance focuses solely on insurance for the investment industry. We have developed a reputation for professional excellence, as well as for maintaining close contacts within the insurance, legal and compliance communities. Our staff is knowledgeable and specially trained to work with members of the financial community and is dedicated to offering personalized service to clients both large and small. In addition, Liftman Insurance represents many leading insurance carriers so that we may provide you with an unparalleled selection of coverage in the following areas: * Professional Liability Insurance * Hedge Fund and General Partners Liability Insurance * ERISA and Fidelity Bonds * STAMP Guarantee Bonds * Fiduciary Liability Insurance * Business Identity Protection * Directors & Officers Liability Insurance * Employment Practices Liability Insurance * Cyber Liability

We are an independent financial planning firm that has been helping people in the Greater Boston area establish and maintain their long-term financial goals since 1971. We also operate a satellite office in Jackson, New Hampshire. Strictly intended for individuals in: CA,CT,DC,FL,GA,KY,MA,MD,ME,MI,MO,NC,NH,NJ,NY,OR,PA,RI,SC. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA(www.finra.org)/SIPC(www.sipc.org), a Registered Investment Adviser. Bestgen Wealth Management, LLC. 35 Braintree Hill Office Park, Suite 102, Braintree, MA 02184. 617-356-8300. Please review or Terms of Use here: www.commonwealth.com/termsofuse.html. At Bestgen Financial, we chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. Our alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support. In our office, the client always comes first. Being independent allows us to provide honest, objective, and meaningful advice in a manner easily understandable to our client or prospect. Our underlying philosophy in anything we recommend for a client comes down to two simple questions: Is this the right thing for the client? Is the plan going to work? That may sound oversimplified, but we are often surprised when a potential client is presented with a 50-page computer generated plan that falls far short of reality when tested against simple commonsense scenarios.

Personal & Commercial Lines Insurance Agency

Lumber Mutual Insurance Company is an insurance company based out of 205 NEWBURY ST, Framingham, Massachusetts, United States.

We are a family-owned independent insurance agency. Brian Gallant started the agency that bears his family’s name in September 1989 in his Candia Road apartment in Manchester, NH. In the beginning, the company represented one company and offered only home owners insurance. After two years working long hours to build the business, Brian hired a part time employee, his sister-in-law, Linda Gallant, who is still with the company after more than 20 years. Today, Gallant Insurance has grown to employ nine people and represent more than 15 different carriers. All Gallant employees have extensive insurance and financial services experience, and are trained to put the customers’ needs first. Integrity, Honesty and Service With a reputation for integrity, honesty and service, Gallant is still a family agency that continues to serve individuals, families and businesses throughout central and southern New Hampshire. Please contact us by phone (603.224.0993) or email at any time. We are here to serve you.

DITULLIO INSURANCE AGENCY, INC. is an insurance company based out of 424 ADAMS STREET, EAST MILTON, Massachusetts, United States.

In 1977 Janice Barrows founded Barrows Insurance Agency on a simple concept - providing customers the insurance coverage they needed while giving them the service they wanted. She offered her clients coverage through only the top property-casualty companies in Massachusetts and created solid business relationships with the carriers. Today Jay Barrows who serves as President and Owner has grown the business into a full-service agency now offering commercial, personal, life, and employee health coverage. The agency now includes three of Jay's children; Colby as Agency Manager, Chris as a licensed broker, and Caitlin, who handles most everything else! They make for three generations of the Barrows family who are as committed to helping our customers now as when Janice Barrows first started the business 30 years ago. We've been here a long time and will be here long into the future; you will be able to count on us!

As the Director of New Business of a major independent insurance agency that specializes in estate planning, I oversaw the quality assurance process for life insurance applications. Managing up to 70 cases at a time, I confirmed the collection of forms, signatures and policy criteria. Additional duties included underwriting requirement reviews, validation of insurance policies, collaboration with insurance agents to confirm policy delivery requirements, management of client database and files, and renewal of business and agent licenses. Some of my major contributions included the following: • Spearheaded the development of quality assurance processes for life insurance applications, leading to significant improvements. • Streamlined maintenance of project management database, resulting in effective documentation of all work activity and enhanced case communications. • Initiated a solid track record of efficiency in case installation processing, issuance and placement. Life Insurance Underwriting / Case Installation Process / Project Management / Insurance Validation / Database Management / Business Licensure

H. Levenbaum Insurance, with offices in Dorchester and Cambridge, Massachusetts, provides a wide variety of insurance-related products and services to individuals and businesses throughout Eastern Massachusetts. Founded in 1923, H. Levenbaum is one of the oldest and largest family owned insurance agencies in Dorchester and is proud of its long-standing reputation for excellent customer service. H. Levenbaum Insurance Agency is proud to be involved in several local community charities and programs. We are proud sponsors and contributors to: the Dorchester Boys and Girls Club, CollegeBound Dorchester, the St. Marks Area Main Street Program, the Fields Corner Main Street Program, the Fields Corner Civic Association, the Louis D. Brown Peace Institute, the All Dorchester Sports League, Dorchester House Multi-Service Center, and the Pine Street Inn.

Cohen Miles Insurance Agency was established in 1980 by Lou Cohen and has was a presence in Belmont, MA since February 1981. In September 2021 we moved the office to Needham. For the past three decades, CMI has grown its professional and knowledgeable staff of insurance specialists to be able to continually provide you with the best possible service. Not only does CMI provide you with a full array of personal and commercial insurance products, we are aligned with only the most reputable, financially sound insurance companies as determined by AM Best. We are a member of Insurance Services of New England, LCC, a group of innovative and progressive independent agents. This affiliation allows us to best suit you as we have access to almost all insurance carriers writing personal and business policies. Our primary objective at Cohen Miles Insurance is to establish a relationship and partnership between you, our agency and the insurance company. We work for you. Policies and people you can depend on.