Smullen & Associates LLC

Founded in 1988, Grayling Associates is a provider of executive search and management consulting services for the career, independent and banking channels in the financial services industry. Based in Bloomfield, Conn., the company offers home office, career agency and independent agency recruiting services. It specializes in industry consolidation, estate and financial planning and consulting services. Grayling Associates caters to insurance and brokerage carriers, banks, independent producer groups and independent firms. Its list of clients includes Bankers Life, Citizens Life, Futurity First Insurance, MetLife and Principal Financial Group.

YHB Investment Advisors was founded in 1989 to offer client-centric investment management services for both individuals and institutions. As fiduciaries, we are legally bound to provide advice and guidance that we believe will be best for you and your financial needs. Established as an independent registered investment advisor, we have greater latitude to utilize an array of financial solutions to meet each person’s needs. With a long-term investor mindset, our strategies and portfolios are built around individual stocks and bonds offering a transparent investment approach. YHB was created to help individuals, families, and organizations build wealth and establish paths to share that wealth with future generations.

Jim Hallinan Pension Consulting LLC specializes in retirement plan consulting tailored specifically for small businesses, offering expertise in qualified retirement plan design and administration. With a focus on understanding the unique needs of small enterprises, the firm aims to eliminate costly surprises through smart plan design and personalized service. Led by James Hallinan Jr., a Certified Pension Consultant and Certified Financial Planner with over 30 years of experience, the firm prioritizes customer service and flexibility. Clients benefit from direct communication with familiar representatives, ensuring quick responses and tailored investment options to meet evolving business needs. Generated from the website