Entries by Brian Lange

Tom Casey Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships

Mahopac, N.Y. (June 27, 2017) – Tom Casey of the financial services firm Edward Jones in Mahopac recently won the firm’s Ted Jones Entrepreneurial Award for hisexceptional achievement in building client relationships. “The success of Tom hinges on his ability to know and understand the financial needs and goals of his clients, long-term individual investors,” said Jim Weddle, the firm’s managing partner. “Our clients most appreciate recommendations tailored More Info »

Lawley Expands Employee Benefits Presence Across New York Through Partnership with MAC Creative Plan Solutions

Regional commercial insurance, personal insurance, employee benefits and risk management broker adds dedicated employee benefits team of five to service tri-state region companies. Mahopac, N.Y. (June  15th, 2017) – Lawley, one of the largest independent insurance brokers in the United States according to Business Insurance, expanded its presence in New York, New Jersey and Connecticut with the More Info »