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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.
Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.
Direct Lumber and Door is a locally owned and operated full-service lumberyard and building component manufacturing facility. We excel at providing quality building materials along the Colorado Front Range. Our goal is to build lasting partnerships with our clients by providing expert insight, quality products, and the highest standard of craftsmanship. We have served the professional builder for over twenty years and look forward to many more to come.
Carolina Family Estate Planning was built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know youve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus as well. Please explore our website to discover how we are different – how we thoroughly protect your children with our Kids Protection Plan™ and guide you to pass on more than just your financial assets in the planning process! Turn to Carolina Family Estate Planning for: •Wills •Living Trusts •Naming Guardians for Children •Kids Protection Plan •Advanced Planning & Asset Protection •Special Needs Planning •Business Formation & Compliance •Business Succession Planning •Probate •Trust Administration •Priceless Conversations •And much more...