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Heritage Financial Credit Union

Community. Its where we live and work and grow. Strong communities thrive when people support local jobs and businesses. Thats what Heritage Financial Credit Union is all about. We exist solely to empower and support the financial growth of our people and our communities. We offer all of the full service capabilities as a big bank - checking, savings, loans, online banking and so much more - but we dont pay shareholders. Earnings are put back in the form of lower rates, member dividends, jobs, community support, financial literacy and philanthropy. For over 80 years, weve been helping members achieve their financial goals. Since, 1940, Heritage Financial CU has been a not-for-profit cooperative association. Member accounts are fully insured up to $250,000 by the NCUA. Anyone who lives, works, worships, or goes to school in Orange, Ulster, Dutchess, Rockland, Sussex, or Pike counties can open an account with as little as $0.01. Delivering world-class service through personalized banking...every member, every time. Federally Insured by NCUA • Equal Housing Opportunity • Equal Opportunity Employer • Privacy Policy: https://heritagefcu.com/privacy-notice/

United States X Advisors

USXA is a full-service accounting firm offering tax, audit and assurance, business valuation, outsourced CFO, and more.

Wellabe

Wellabe is a U.S.-based insurance provider with a rich history dating back to 1929. Originally founded as American Republic Insurance Company, it rebranded in 2023 following a merger of six subsidiaries under American Enterprise Group, Inc. The name "Wellabe" reflects its commitment to reliability and long-term customer support. The company specializes in health and financial protection solutions, offering a range of insurance products. These include Medicare Supplement insurance, Hospital Indemnity coverage, Preneed Insurance for funeral expenses, Short-term Care Insurance, and Final Expense Life Insurance. Wellabe also partners with organizations like Start Hearing®, VSP® Individual Vision Plans, and CancerEDGE™ to enhance its supplemental health services. The company primarily serves older adults and retirees, focusing on their needs for aging, chronic conditions, and end-of-life planning. Wellabe is dedicated to customer-centric values, emphasizing integrity and community engagement.

TAG Group

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Incline P&C Group

Bringing over 75 years of combined industry experience, Incline P&C Group is the premier insurance program market services firm. Privately owned and operated with an exclusive focus on the program insurance market, the executive teams experience and expertise combined with effective underwriting discipline and risk management provides each client with various platforms and associated services to meet almost any need in the industry.