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.

Blodgett & Associates, situated in Miami, FL, presents itself as a notable presence in the insurance brokerage landscape, especially attuned to the needs of midsize employers. As a larger office within a local brokerage firm, they have carved out a significant niche in delivering expert guidance and services in medical and ancillary benefits. Their expertise shines particularly in working with local and regional employers, showcasing a deep understanding of the unique challenges and opportunities within these markets. This is exemplified in their successful collaborations with notable clients such as Bbc International, a leader in the specialized design services industry, and Service Finance Company, a key player in the nondepository credit intermediation industry. These relationships, involving over 150 and 210 participants respectively, demonstrate Blodgett & Associates' capacity to handle substantial and complex employee benefits programs. The firm's prowess extends across various industries, with a special emphasis on specialized design services and nondepository credit intermediation sectors. This breadth of expertise signifies their ability to adapt and provide tailored solutions across diverse business landscapes. For an employer benefits buyer, Blodgett & Associates represents a reliable choice, combining local market savvy with the capability to manage extensive and varied employee benefits portfolios. Their track record with midsize employers further reinforces their position as a knowledgeable and competent partner in navigating the intricacies of employee benefits management.

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.

Mayville & Associates, situated in the vibrant business hub of Miami, FL, is an insurance brokerage powerhouse with a proven track record in tailoring comprehensive benefits solutions for local and regional employers. Specializing in medical and ancillary benefits, this office brings a wealth of expertise to the table, ensuring that employers receive top-notch advisory services. This Miami-based branch is affiliated with a distinguished local brokerage firm, a testament to its commitment to community-centric insurance solutions. Their client portfolio showcases an impressive range of businesses, with notable examples such as the Boca West Country Club and the Hunters Run Property Owners Association. The former, a key player in the amusement and recreation industries, boasts over 310 participants benefitting from Mayville & Associates' adept insurance strategies. Similarly, the latter, with 220+ participants, underscores the firm's proficiency in catering to the unique needs of clients within the same industry. Mayville & Associates' emphasis on understanding the intricacies of their clients' businesses sets them apart, ensuring that employer benefits packages are not only compliant but also finely tuned to meet the diverse needs of their clientele in the dynamic Florida market.

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

Innovators in insurance and risk management. The Peck name has been synonymous with Insurance and Risk Management solutions for almost five decades. In an ever changing world, our clients rely on our expert guidance when making important long range planning decisions as well as fulfilling the ongoing administrative requirements.

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/

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Bateman, Gordon & Sands, Inc., located in Miami, FL, is a distinguished insurance broker with a large office that demonstrates exceptional expertise in dealing with local and regional employers, especially in medical and ancillary benefits. Their proficiency notably shines in serving educational services and automobile dealers industries. A testament to their capabilities is their work with prominent clients like Everglades College, KD Construction of Florida, and Tp Investment Group Dba Kenworth of South Florida, managing benefits for substantial numbers of participants in each organization. This broker stands out for its deep-rooted experience with midsize employers, offering tailored guidance and solutions. Their approach is marked by the BGS Business Advantage, where experts in the Commercial Lines Service division collaborate with clients to craft strategies for risk reduction. Additionally, their Employee Benefits division offers counseling on compliance mandates and health insurance programs, adapting to the evolving needs of businesses. Furthermore, Bateman, Gordon & Sands are equipped to handle specialized bond needs to enhance operational efficiency, and their Personal Lines Service division provides customized plans for personal protection. The Marine division is also noteworthy, negotiating comprehensive yacht insurance coverage. The agency's commitment to guiding clients safely through risks is symbolized by their use of the Hillsboro Lighthouse as a representation of strength, guidance, and safe harbor. Established in 1947, they've grown into a trusted name in the insurance sector, distinguished by personalized consultative advice and a strong reputation built on personal attention and robust relationships with top carriers.

Corporate Financial Services (CFS), based in Miami, FL, is a distinguished provider of financial programs tailored for professionals, business owners, and their companies. This Miami office, noted for its larger size, excels in offering specialized expertise to local and regional employers, particularly in managing medical and ancillary benefits. CFS's adeptness in navigating the intricacies of the hospitals industry is exemplified by their successful partnership with Health First Shared Services, a notable entity in the Florida healthcare sector with over 6030 participants. Moreover, CFS's Miami branch stands out as a part of a local brokerage firm, underscoring its strong connection and commitment to the regional business community. This office is particularly renowned for its proficiency in handling the needs of large employers, a testament to its deep understanding of the unique challenges and requirements of this segment. For over 50 years, CFS professionals have been delivering superior service, underpinned by a commitment to crafting carefully constructed plans. This approach is rooted in a comprehensive discovery process that enables a deep understanding of clients' financial situations, ensuring solutions are aligned with their priorities. In summary, Corporate Financial's Miami office is a robust and experienced player in the insurance brokerage field, with a specific forte in serving large employers in the healthcare sector and a strong regional focus.

A full-service benefits administrator, member association, and insurance agency, with one goal in mind… to improve the health & wellness of its members and to provide substantial cost savings on every day items.