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Woods Financial and Insurance services is a Concord, CA-based company in the Financial Services sector.
Launched in 2019, McGill and Partners is a new boutique risk solutions business created by some of the most well-regarded leaders in the insurance industry. We believe that an open, aligned and progressive insurance market benefits everyone. Our role as brokers is to create specialist transactions to manage risk, while delivering economic flexibility and stability for our clients. Our vision has helped secure significant backing from Warburg Pincus, whose experience across financial services makes them the ideal partner for our ambitious global plans. Our Senior Leadership is also financially aligned to the long-term success of the company.
Scarbrough Medlin is a Plano, TX-based company in the Financial Services sector.
Creative Planning is a Leawood, KS-based company in the Financial Services sector.
The Wilhelm Agency is a Lakewood, NJ-based company in the Financial Services sector.