| Name | Title | Contact Details |
|---|
Suffolk Credit Union is a financial cooperative located on Long Island, New York, with over 55 years of service to the community. Established in 1967, it operates on a non-profit basis, owned and controlled by its members. The credit union offers a variety of financial services, including checking and savings accounts, personal and auto loans, mortgages, credit cards, and investment services. In addition to traditional banking, Suffolk Credit Union provides financial planning assistance, retirement planning, and insurance services. Members can access their accounts conveniently through online and mobile banking. The credit union is dedicated to community involvement, partnering with local organizations and educational institutions to support development initiatives. With ten branch locations across Long Island, Suffolk Credit Union serves individuals and families in Suffolk and Nassau Counties, focusing on personalized service and financial literacy.
Meyers Brothers Kalicka, P.C. is the largest independently owned and operated CPA firm based in Western Massachusetts. Our services go beyond accounting, auditing, taxation and financial planning to include proactive business strategy. With offices in Holyoke, we serve clients throughout the Pioneer Valley, including Springfield, West Springfield, Chicopee, Holyoke, Northampton, Amherst, Greenfield, Pittsfield and beyond. Our roots are in Western Massachusetts and we have a passion for the businesses, organizations and people of our region. We are approachable, accessible and dedicated to helping you reach your financial and business goals.
Keeper is an app to help bookkeepers run a better month-end close. It is an all-in-one Client Portal, task manager, file QA tool, and management reporting app.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
InterWest was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive entrepreneurial and acquisition efforts have extended our footprint into Central California and the San Francisco Bay Area. Our unyielding commitment to reinvesting in our staff, diversified products & services and innovative technology consistently places us among the top performing insurance and consulting brokerages in the country. We offer unparalleled expertise in all lines of property and casualty, workers compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Although we operate principally in California, we are licensed to write business in all 50 states and staffed to service clients with locations throughout the nation.