Prudent Investors Specializing in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions.
National Care Advisors We are a national nurse consulting firm providing life care planning, quality of life assessment, cost analysis, benefits management and case management services.
Ibar Special Needs Trust Advisors We provide advisory services for special needs trusts (SNT) incorporated as part of a personal injury litigation and estate planning for families with a loved one who has special needs.
Mass Mutual MassMutual was founded on May 15, 1851. And from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love.
Fiduciary Real Estate Services FRES understands the distinct roles and requirements of real property sales whether our Client is serving as Trustee, Personal Representative, Conservator, or Receiver.
Academy of Special Needs Planners (ASNP)
Acuña Regli
Andrew De Vries, MBA
Aspiriant
Blende Dental Group
Colvent Group, Inc.
Continuity Care Home Nurses, Inc.
CPT Institute
Eldercounsel
Ernst & Young, LLP
Equitable Advisors
Exchange Bank
Fiduciary Real Estate Services
Heritage Auctions
Ibar Special Needs Trust Advisors
John Moran Auctioneers & Appraisers
KJMLAW Partners, PLC
Kraus Financial Services
Legacy Enhancement Trust
Lynch Group of Oppenheimer & Co. Inc.
MassMutual
Medivest Benefit Advisors, Inc.
Merrill Lynch
Michael J. Stephens, Corcoran – Global Living
Morrill Law
National Care Advisors
Phillips Bonding & Insurance Agency, Inc.
ProBed Medical USA Inc.
Professional Fiduciary Association of California (PFAC)
Prudent Investors
PSYNERGY Programs, Inc
Quin Oaks Investment Group of Wells Fargo Advisors
Rehabilitation Care Coordination
SilverBills
Special Considerations
Team Risk Management
The American College of Financial Services
The Urbatsch Law Firm, P.C.
True Link Financial
Trust Properties USA
Wells Fargo Bank