| Name | Title | Contact Details |
|---|
Mechanics Cooperative Bank is proud to be a local community bank, focused on support-ing the banking needs of local families and local small businesses. We have products and services that can match any financial institution and offer a more in-depth understanding of the local business market. Were responsive to your unique busi-ness needs and can react quickly to growth opportunities. Our philosophy is simple when it comes to serving our business customers – when your business succeeds, we succeed. Mechanics Cooperative Bank currently operates 9 branch locations throughout Taunton, North Dighton, Bridgewater, Fall River, Westport, Swansea, Somerset and New Bedford. Member FDIC. Member DIF. Equal Housing Lender. NMLS #421820
Saltzman Enterprise Group (SEG) is all about helping Companies and Individuals reach their full potential. Every Company and Individual has the ability to achieve more and accelerate their growth. Saltzman Enterprise Groups assist their clients by providing the following services; Strategy, Thought Leadership, Coaching and Culture. To learn more about Saltzman Enterprise Group, visit www.saltzmanEG.com
Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.
HBK CPAs & Consultants is a multidisciplinary financial services firm based in Canfield, Ohio, with operations in several states, including Pennsylvania, New Jersey, New York, and Florida. Established in 1949, HBK is one of the largest accounting firms in the U.S., ranking 46th in recent listings. The firm is dedicated to collaboration and a holistic approach to client service, emphasizing integrity, respect, and transparency. HBK offers a comprehensive range of financial services tailored for small to mid-market businesses. Their offerings include accounting and audit services, tax planning and compliance, wealth management through HBKS Wealth Advisors, business valuation, corporate finance, forensic accounting, and business consulting. With a client base of over 20,000, HBK provides customized solutions to meet the unique financial needs of its clients. The firm has also received recognition from notable publications for its excellence in wealth management services.