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Union Advisors

Strategic growth advisor to FinTech and Wealth Management organizations

Starr Insurance

Starr Insurance is a prominent part of Starr Companies, a global insurance and investment organization founded in 1919 by Cornelius Vander Starr. Initially established as the first American-owned insurance agency in Shanghai, the company has grown to operate across six continents, becoming a significant player in the insurance industry. Starr Insurance offers a diverse range of products and services, including commercial property and casualty insurance, as well as specialty coverages such as aviation, marine, energy, and excess casualty insurance. The company serves a wide array of clients, including leading businesses in sectors like construction, maritime, energy, and aerospace. With its extensive global presence, Starr Insurance is well-equipped to provide comprehensive insurance solutions tailored to the needs of businesses worldwide.

Cameron Ashley Building Products

Cameron Ashley Building Products is a prominent omni-channel distributor specializing in roofing, insulation, siding, gypsum, and other specialty building products. The company operates over 45 distribution centers across 26 states, providing more than 4.2 million square feet of storage space. Many of these centers are strategically located near major metropolitan areas, ensuring efficient product availability. The company serves over 5,000 customers in the lumber and building materials industry, including lumberyards, building materials suppliers, and contractors. Cameron Ashley combines distribution center operations with a direct-from-manufacturer approach to enhance supply chain management. This allows them to deliver a wide range of innovative products and services tailored to market needs. Cameron Ashley also fosters a supportive work environment, offering various employee benefits and development programs to prepare future leaders in the industry.

BayCoast Bank

BayCoast Bank has 25 locations: Berkley, Dartmouth, Fairhaven, Fall River, Foxborough, New Bedford, North Dighton, Somerset, Swansea, Seekonk, Westport in Massachusetts and Bristol, Cranston, Little Compton, Providence, Tiverton, Portsmouth in Rhode Island. Each branch has at least one ATM, and ITMs (Interactive Teller Machines) are located at select branches. In addition to offering a vast array of deposit and loan products, BayCoast offers insurance and brokerage services to consumers and businesses alike. Affiliates include BayCoast Financial Services, offering stocks, bonds, mutual funds, annuities and college savings plans, Plimoth Investment Advisors providing investment advisory and trust services, and Partners Insurance Group, LLC, a network of independent agencies representing more than 100 insurance companies that provide automobile, home, life and business insurance coverage. BayCoast Mortgage Company, a wholly owned subsidiary of BayCoast Bank, is a full-service lender offering instant pre-approvals, timely closings, and in-house underwriting. Much like BayCoast Bank, BayCoast Mortgage Company is focused on providing clients with products and services tailored to meet their needs at the best rate possible. Priority Funding, LLC, a financial services company in Northborough, MA, is also a wholly owned subsidiary of BayCoast Bank. Priority Funding specializes in mobile and manufactured home financing. Products and services made available through BayCoast Financial Services, Partners Insurance Group and Plimoth Investment Advisors are not insured by the FDIC, DIF or any other agency of the United States, and are not deposits or obligations of nor guaranteed or insured by BayCoast Bank or any of its affiliates. Investment products are subject to risk, including the possible loss of the principal amount invested. For more information about BayCoast Bank or any of our affiliates, call 508-678-7641