CalSurance Associates offers professional and management liability insurance sales, service, and support. We provide insurance brokerage, group program management and administration, risk management, and loss prevention services. We consistently add value to our programs through flexible program design, customized features, and adaptive proprietary administration systems. Our broad range of services ... Read More

Capital Synergy Partners is a full service broker dealer and registered investment advisor built by successful Life Insurance professionals and financial advisors to enhance the practices of established, independent, like-minded professionals. Our financial advisors are independent, professional business owners focused on helping their clients achieve their financial and life goals. The ... Read More