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Advisors you found:
FINANCIAL SERVICES - BUSINESS INSURANCE
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Joe DeLucchi
Vice President - CAL Insurance & Associates, Inc.
Profession: Business Insurance
Specialties:
Specialize in brokering transactions around: Workers Compensation, Business Liability & Property, Auto Fleets, Errors & Omissions (E&O), Directors & Officers (D&O), Employment Practice Liability (EPLI), Umbrella & Bonds
Mark Jamison
Financial Advisor - Bernstein Global Wealth Management
Profession: Wealth Management
Specialties:
- Retirement Planning
- Mult-Generational Planning
- Pre-transaction Planning
- Commercial Real Estate
- Asset Allocation Planning
Michael Borges
Vice President - Santa Maria & Company
Profession: Business Insurance Broker
Specialties:
Products and Services
Workers' Compensation Insurance
General Liability & Property Coverage
Business Automobile Coverage
Directors and Officers Liability
Professional Liability coverage
Fiduciary Liability coverage
Employment Practices Liability coverage
Captive Insurance Programs
831(b)Captive
Brad Elman
Principal - Nine Dots Benefits & Insurance Services, LLC
Profession: Individual and Business Insurance Broker
Specialties:
Employee Benefits (Health, Dental, Vision, Life, Disability, and Long Term Care Insurance). Additionally we help the business owners purchase supplemental policies through the business entity.
Total: 4 record(s)/1page(s)
 
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