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Business Connections
| Business First National Bank is committed to delivering leading-edge financial products and services to the business community. We accomplish this by engaging a cadre of the best business bankers that strive to add value to every client interaction through active listening and creative reasoning.
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| Brown and Brown Insurance has focused on a team approach to the various insurance and risk management needs of business owners. As an organization, we are committed to assembling the most professional team possible. Whether your company is engaged in foreign direct investment or the local economy, whether you need a traditional broker or excess placement, we offer a totally integrated approach to risk management. It is our pledge at Brown and Brown to provide our clients with risk management services in an organized and meaningful manner. We will utilize our team members and resources to fulfill your expectations. Your success is our success!
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Fidelity Insurance Agency, Inc. offers high-quality, low-cost insurance options for maximum choice and flexibility. Fidelity Insurance Agency provides access to quality products from some of the nations leading insurance carriers, including annuities and life insurance through Fidelity Investments Life Company.
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Contact: George Grant
Phone: (949) 437-4218
Email: george.grant@fmr.com |
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Life Advisors is a full service life settlement brokerage working with financial advisors to educate, empower, and represent their clients in the secondary life settlement market.
We provide a safe environment for all parties to enact a life settlement; we obtain the highest industry offers by using life expectancy reports, pricing reports and policy distribution to +30 purchasing groups through our web base distribution system; we make it easy by obtaining all the necessary paperwork to complete a life settlement. Life Advisors operates with the highest of integrity and ethics to ensure a successful life settlement for the advisor and their clients.
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Evaluate Yourself! Fill out our Life Advisors Policy Evaluation Form. |
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AdvisorSquare is the nation’s #1 provider of financial web sites and has helped over 12,000 investment professionals use the Internet to grow their business. AdvisorSquare websites are proven to promote your business, acquire new clients, and improve client services. AdvisorSquare provides you an entire set of end-to-end tools that help generate sales. Increase your business growth online with 100+ professionally designed templates, FINRA-reviewed financial articles, a comprehensive Investor Research Center, valuable financial calculators and countless customization options. Plus, only AdvisorSquare provides you with helpful marketing tips in its member-only GetHits online newsletter and webinars. Visit our website to learn more about the discounts available to Partnervest representatives.
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Pacific Coast Lending was established in 1992 with the goal of providing superior service to all customers. To offer a progressive, professional, and state-of-the-art real estate lending firm, we utilize our strong financial backgrounds to assemble a staff of highly skilled mortgage professionals that work exclusively with leading financial institutions. We are committed to standing by our word and conducting business with the highest level of integrity. We strive to deliver the best service possible to our clients to help them achieve their goals. We have the courage to advise our clients on their best course of action even when it doesn’t appear to be in our best interest in the short term. We are committed to operating in a professional, ethical and organized manner. We continue to operate by this philosophy and be dedicated to the success of others.
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Read what some of our clients have to say here. |
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Wall Street Greetings caters to the financial services industry. They have templates of greeting cards for all types of special occasions, including birthdays and holidays. It is an ideal vehicle for keeping in touch with your clients. Our Corporate discount decreases the cost to 75 cents per card. This is a 20% savings and there is absolutely no additional cost to you.
Once you have submitted your personal information and delivery address, you are given the option to include the Partnervest logo on the cards at no additional charge. You are also given the option to personalize the cards and add comments to help expedite your order.
Once you click “Continue”, choose your payment method and confirm your order. The cards will be sent to your business address, and the corporate discount will be factored in when you complete your order.
This sevice will be available for an entire year. We will then evaluate how many of you used the service and determine whether to continue our agreement.
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Charles Schwab began with Charles Schwab & Co., Inc, a pure discount brokerage serving mostly "do-it-yourselfers" with low-cost trading and custody services. For more than 25 years, however, our single-minded focus on the client has allowed us to pioneer a range of products and services that have changed the investing landscape and created a new model of financial services that melds people and technology to provide an integrated "high tech" and "high touch" service for investors who range from the self-directed full-time active investor, to those who prefer to delegate the day-to-day management of their portfolios and need more guidance.
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Paradigm Insurance Marketing Services provides turnkey lead generation and merketing services. We are committed to the distribution of long term care insurance through professional life and health insurance agents and brokers. We believe that agents who have relationships with their clients and understand their needs can best serve their clients. We see long term care insurance as a vitally important component in clients' asset protection and estate planning portfolios. We therefore center our activities around educating and assisting professional agents and brokers in the sale of this product to their clients, both individually and at the worksite.
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Pershing works behind the scenes to provide the people, services, and technologies that help make successful investments possible. We are the source for a diverse array of securities trading, clearing, information management, and financial products and services. Our challenge lies in anticipating the changing needs of financial organizations and their investment professionals worldwide to strengthen their competitive positions and help them to better serve their clients.
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Polycomp Administrative Services, Inc. knows retirement plans, 401(k) savings and other employee benefits are increasingly important to you and your employees. Attracting and retaining good employees, with benefit programs that are cost-effective and well-maintained, are critical for your business. At Polycomp we want to work with you, your company and your benefit plans.
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Sterling HSA is an independent, privately held company that specializes in administering health savings accounts. It is led by a team of experienced healthcare executives and advised by a board of distinguished professionals with expertise in healthcare, banking and the law.
Sterling HSA was founded in 2003 by experts in the health benefits industry for one primary purpose-to put employers and consumers in control of health care spending by offering a tax-advantaged alternative to better finance and plan for health care.
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