| Name | Title | Contact Details |
|---|
Grassi was founded in 1980 by Louis C. Grassi, with only an empty filing cabinet and a desk. Since then, Grassi has grown to become one of the nations largest accounting firms with more than 360 employees and nine office locations in the U.S. and Italy. Our team of experienced CPAs, CFOs, business consultants, forensic accountants, valuation experts, trust and estate specialists and tax advisors offer strategic advice and customized solutions to overcome all obstacles standing in the way of your greatest success. We do this through our commitment to add Strength in Certainty to every business decision and financial move you make.
First Pacific Bank is a growing community bank catering to individuals, professionals, and small-to-medium sized businesses throughout Southern California. With a history that spans 17 years, the bank offers a personalized approach, access to decision makers, a broad range of solutions, and a commitment to delivering an exceptional customer experience. First Pacific Bank operates locations in Los Angeles County, Orange County, San Diego County, and the Inland Empire. For more information, visit firstpacbank.com or call 562.947.1920.
LTCG is a leading provider of business process outsourcing for the insurance industry. The nations largest insurers rely on our unparalleled expertise to help manage their complex long-term care portfolios and maximize financial performance. We also provide clients with advanced risk management insight built upon our unique and proprietary long-term care underwriting and claims databases. LTCG has more than 1.4 million long-term care policies currently under its management, representing nearly 20% of all active policies. We serve over 50 national carriers, including every one of the top 10 insurers in the long-term care market. Our experienced management team, which has worked together for years, includes some of the most recognized and respected leaders in the long-term care industry. And our information systems have been developed specifically to support the intricacies of this unique market. To learn more, visit www.ltcg.com
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.
Since 1950, United Community has been dedicated to providing best-in-class service to our customers as the foundation of every relationship. Were proud to have won several awards for our service. In eight of the last ten years, J.D. Power ranked United highest in customer satisfaction with retail banking in the Southeast. Forbes included United in its inaugural list of the Worlds Best Banks in 2019, and again in 2020, 2022 and 2023. We were also recognized on the Forbes 2020 list of the 100 Best Banks in America for the seventh consecutive year. We received five Greenwich Excellence Awards in 2019 for excellence in Small Business Banking and Middle Market Banking, including a national award for Overall Satisfaction in Small Business Banking. Were honored to be recognized as a great place to work, too. In 2020, we were designated one of the Top Workplaces in South Carolina (Greenville Business Magazine) and Atlanta (Atlanta Journal-Constitution). With more than 200 banking locations throughout Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Florida, we provide a full range of consumer and commercial banking products to fit your unique needs. If you want a better banking experience, visit your local United Community today and allow our team to deliver the personal attention you deserve. Visit ucbi.com to learn more about the products and services we offer. Before engaging with our online community (including our social media channels), please refer to our Community Guidelines: ucbi.com/social-media The social media policy covers acceptable use by the public and our employees in conjunction with our Privacy Policy: ucbi.com/privacy-policy Equal Housing Lender | Member FDIC.