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  • About Us
    • Who We Are
    • Why Choose Us
    • Who We Serve
    • Strategic Partners
  • Industries
    • Government Contractors
      • SCA Compliance
      • DBA Compliance
    • Nonprofits
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  • Contact
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  • Risk Management
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  • Benefits
    • Group Health Insurance
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    • Group Dental Insurance
    • Group Long Term Care Insurance
    • Section 125 Plans – Flexible Spending Accounts (FSA)
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    • Health Reimbursement Accounts (HRA)
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Risk Management

We strive to understand your business and tailor the best risk-management solution to protect your company, your assets, & your employees.

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Investments

We provide the resources to manage your capital in the most efficient manner, while striving to maximize your most lucrative financial goals.

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Benefits

We customize benefits packages to fit your needs, and act as an effective incentive to attract and maintain the best talent for your company.

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Retirement

We diligently tailor your retirement plans to insure a more secure future for you, your employees, and your executives alike.

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HR Technology

Our HR management technology provides your company with the efficiency & ease of use to effectively manage your employee benefits.

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6720-B Rockledge Drive, Suite 400
Bethesda, MD 20817

1050 Franklin Avenue, Suite 400
Garden City, NY 11530
PH | 516-394-0598
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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.