At Richard S. Bernstein & Associates, Inc., we understand the importance of selecting an insurance agency that has your best interest in mind. Clients can rely on us to deliver competitive insurance solutions and personalized service. Richard Bernstein is a leader in the insurance industry with over 40 years in business. A+ Better Business Bureau ranking was awarded. Full-service, independent insurance firm offering a diverse range of insurance products and carriers designed to meet the needs of our individual, corporate and charitable organization clients. Richard S. Bernstein & Associates, Inc. is committed to providing the utmost level of service with our dedicated account management team, extensive resources and strategic relationships. We are made up of experienced team of professionals providing trusted estate planning and insurance expertise that surpasses industry standards.

Relation Insurance, a renowned regional insurance broker, operates from their office in Stuart, Florida. Specializing in midsize employers, Relation Insurance offers a comprehensive range of insurance solutions tailored to meet the unique needs of their clients. One notable success story for this office location is their collaboration with Avel eCare, an ambulatory health care services employer with 210 members. Relation Insurance worked closely with Avel eCare's HR and finance team to establish a self-funding arrangement, a PPO plan, and a customized drug plan. With a strong presence in the Port St. Lucie, FL market, Relation Insurance stands among the top brokerages in terms of experience. They bring a wealth of expertise to industries such as local messengers and local delivery, as well as ambulatory health care services. The Stuart office of Relation Insurance is dedicated to serving clients across South Dakota, ensuring reliable coverage and exceptional service. Their client portfolio includes esteemed organizations like Armellini Express Lines Inc and Avel eCare. Relation Insurance's commitment to excellence is demonstrated through their tailored approach and deep industry knowledge. With a focus on midsize employers, they provide comprehensive insurance solutions designed to address the unique challenges of their clients. As a regional insurance broker, Relation Insurance leverages their expertise and experience to deliver top-quality coverage and support to midsize employers. Their Stuart office serves as a hub of excellence, delivering personalized insurance solutions to clients across South Dakota and beyond.

Levi & Associates Insurance, located in Boca Raton, Florida, is a reputable local insurance broker serving clients across Florida and Texas. With a focus on exceptional customer service and extensive expertise, they have garnered high ratings from satisfied clients. Notably, their work with Marion County Medical Society, an employer in the offices of physicians industry, exemplifies their capabilities. Collaborating closely with the society's HR and finance team, they successfully established a customized HMO plan, PPO plan, PBM, and drug plan to cater to the unique needs of its 3,790 members. Levi & Associates Insurance boasts an impressive roster of employer clients, including Alternative Home Healthcare of Broward County, Best Labor Contractors LLC, Ear Nose and Throat Associates of South Florida, and Ear Nose Throat Associates of South Florida. This demonstrates their versatility in serving businesses of various sizes, from large to midsize to small employers. The company's strong M Score is a testament to their broad experience and expertise, spanning different client sizes and industries. Their specialization extends to the offices of physicians, specialty trade contractors, and traveler accommodation industries. Levi & Associates Insurance has garnered valuable experience working with self-funded employers, demonstrating their proficiency in tailoring insurance solutions to suit individual needs. Furthermore, they have established a strong track record in working with HMOs and PPOs to ensure optimal coverage for clients. Their expertise also extends to partnering with PBMs and other specific pharmacy providers, ensuring comprehensive pharmaceutical services. With Levi & Associates Insurance, clients can expect dedicated service, tailored insurance solutions, and a wealth of experience across diverse industries and client types.

BenTec Insurance is a full service agency providing all types of insurance. Whether it is Auto, Home, Life, Health, or Commercial. Our agency can give you or your business the "Power of Options" and the best customer service.

Pinetree is a diversified investment, financial advisory and venture capital firm focused on investing in early stage micro and small cap resource companies. Pinetree's investments are primarily in the following resource sectors: Precious Metals, Base Metals Oil & Gas, Potash, Lithium and Rare Earths, Uranium and Coal. Pinetree's investment approach is to develop a macro view of a sector, build a position consistent with the view by identifying micro-cap opportunities within that sector and devise an exit strategy designed to maximize our relative return in light of changing fundamentals and opportunities. Pinetree is recognized as a value added partner in the resource industry. Pinetree's Investments: http://pinetreecapital.com/investments/

Understanding financial concepts and money management can be intimidating, but it doesn’t need to be. At DSM Financial, we provide financial strategies that are easy to understand, and more importantly, easy to execute so you can begin securing your financial future today. We look forward to helping you craft a financial plan that is as unique as you are. The professionals at DSM Financial provide financial services for families and businesses, designing "unbiased solutions"​ for them to reach their long and short-term objectives and goals. Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence • Top 101 2020 Best and Brightest Companies to Work For in the Nation • 2020 Healthiest 100 Workplace in America • 2021 Top Workplaces USA We are one of the nation's leading: - Accounting Providers - Employee Benefits Specialists - Property & Casualty Brokerage and Risk Consulting Firms - Valuation Firms - Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

R.V. Johnson Insurance is a reputable local insurance broker situated in Stuart, Florida. With a robust presence in the region, they have established themselves as a trusted partner for a diverse range of clients. Notably, they have worked closely with Awareness Technology Inc, a prominent employer in the professional, scientific, and technical services industry, comprising 90 members. The experienced team at R.V. Johnson Insurance collaborated closely with Awareness Technology Inc's HR and finance departments to devise a comprehensive insurance solution. They successfully set up a self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan tailored to suit the unique requirements of the company's members. This exemplifies their strong proficiency in working with HMOs and clients to ensure optimal coverage. Furthermore, R.V. Johnson Insurance possesses extensive experience working with clients and PPOs, adeptly addressing the needs of their members. They also exhibit considerable expertise in partnering with PBMs and other specific pharmacy providers, ensuring comprehensive healthcare coverage for their clients. Catering to midsize employers, R.V. Johnson Insurance's clientele spans various industries and includes esteemed companies such as International Wholesale Tile and Treasure Coast Irrigation. Their services extend beyond Florida, serving clients across New York as well. Their exceptional performance and diverse skill set have earned them a commendable M Score, reflecting their vast experience and expertise across different client sizes and industries. R.V. Johnson Insurance specializes in insurance solutions for architectural, engineering, and related services, professional, scientific, and technical services, and construction materials merchant wholesalers industries. They rank among the top brokerages in the Port St. Lucie, FL market, showcasing their unparalleled expertise and longevity in the region

Alera Group, Inc. in Miami, FL, is a distinguished insurance broker with a strong local presence, catering primarily to midsize employers. Their proficiency is particularly evident in areas such as medical and ancillary benefits, where they offer tailored solutions to a diverse range of industries. The firm's expertise extends to sectors like miscellaneous durable goods merchant wholesalers and activities related to real estate, highlighting their ability to adapt to various industry demands. Among their notable clientele is Mizner Country Club, a key player in the amusement and recreation industries in Florida, with over 120 participants. This partnership demonstrates Alera Group's capacity to manage insurance needs in the dynamic and people-centered realm of recreation and amusement. Another significant client is Resolve Marine Group, operating in the commercial and industrial machinery and equipment sector in Florida. With more than 100 participants, this relationship showcases Alera Group's skill in addressing the unique insurance requirements of the industrial and machinery sector. Furthermore, The Kolter Group, a major name in the activities related to real estate industry in Florida, with a substantial count of 410 participants, stands as a testament to Alera Group's adeptness in real estate-related insurance solutions. As part of a large national insurance brokerage firm, Alera Group combines the resources and reach of a nationwide organization with the personalized service and in-depth local knowledge essential for navigating the complexities of the Florida insurance landscape. This strategic position allows them to provide comprehensive, customized insurance solutions that align with the specific needs of their clients, ensuring both coverage and peace of mind.