products & services

for organizations & individuals

products & services

for organizations & individuals

Alcott HR Logo passion for people and performance
American Fidelity Administration Services Logo
American Fidelity Logo
American Fidelity Foundation Logo
American Fidelity International (Bermuda) Ltd. Logo
American Public Life APL Logo
First Fidelity Bank Logo
First Financial Group of America
InCite
Insurica Logo
Investrust Logo
Alcott HR Logo passion for people and performance
American Fidelity Administration Services Logo
American Fidelity Logo
American Fidelity International (Bermuda) Ltd. Logo
American Fidelity Foundation Logo
American Public Life APL Logo
First Fidelity Bank Logo
First Financial Group of America
InCite
Insurica Logo
Investrust Logo

We provide flexible products and services with a depth of expertise and understanding of our customers’ unique industry, geography, and area of focus.

Briefcase icon representing solutions

Our solutions include:

– HR & benefits support
– retirement & wealth management
– insurance products
– banking solutions

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We feel like part of your team

as we get to know you and your goals, we give you options and help you understand them along the way – to help you get more out of the resources available to you.

Alcott HR provides personalized solutions in human resources, payroll, benefits, training and development empowering employers to prioritize their people and business performance.

Two people review data on a laptop at Alcott HR
Two people review data on a laptop at Alcott HR

Alcott HR provides personalized solutions in human resources, payroll, benefits, training and development empowering employers to prioritize their people and business performance.

diverse male colleagues talking to each other

AF Administrative Services offers health and welfare benefit plan analysis and consulting services, as well as compliance assistance with the Affordable Care Act (ACA).

American Fidelity Assurance Company provides employer cost-savings solutions and supplemental insurance benefits to specific industries.

smiling female professional with red jacket on
smiling female professional with red jacket on

American Fidelity Assurance Company provides employer cost-savings solutions and supplemental insurance benefits to specific industries.

Hispanic family smiling together, american fidelity international bermuda limited logo in corner

American Fidelity International (Bermuda) LTD. offers high quality financial protection solutions to international clients through a consultant distribution system.

American Public Life (APL) works with select brokers partners nationwide to provide a complete portfolio of worksite benefits solutions and supplemental medical insurance for organizations of every size.

Advisor working with client
Advisor working with client

American Public Life (APL) works with select brokers partners nationwide to provide a complete portfolio of worksite benefits solutions and supplemental medical insurance for organizations of every size.

First fidelity bank location and sign, first fidelity bank logo in corner

First Fidelity Bank is a full-service financial institution with tailored solutions for commercial and retail clients. Services include checking, treasury services, loans, investments, and insurance.

First Financial Group of America
provides employee benefit solutions, administration services solutions, insurance benefit consulting and enrollment solutions for school systems, hospitals, counties and city governments.

young female adult working at laptop computer and smiling, first financial group of america logo in corner
young female adult working at laptop computer and smiling, first financial group of america logo in corner

First Financial Group of America
provides employee benefit solutions, administration services solutions, insurance benefit consulting and enrollment solutions for school systems, hospitals, counties and city governments.

InCite

InCite Performance Group is transforming the Insurance Industry by turning knowledge into action. We work “on” the insurance agency business, so our clients can thrive working “in” the business.

InCite

InCite Performance Group is transforming the Insurance Industry by turning knowledge into action. We work “on” the insurance agency business, so our clients can thrive working “in” the business.

INSURICA is among the 50 largest insurance brokers in the US, providing access to specialized insurance coverage and risk management programs for commercial, employee benefits and personal clients across the country.

business professional being presented something on a laptop screen by energetic coworker
business professional being presented something on a laptop screen by energetic coworker

INSURICA is among the 50 largest insurance brokers in the US, providing access to specialized insurance coverage and risk management programs for commercial, employee benefits and personal clients across the country.

personal service to our clients and their beneficiaries is our focus investrust logo in corner

InvesTrust Wealth Management is a full-service retirement savings plan provider and investment management firm for individuals, families, trusts, corporate entities and charitable organizations.

personal service to our clients and their beneficiaries is our focus investrust logo in corner

InvesTrust Wealth Management is a full-service retirement savings plan provider and investment management firm for individuals, families, trusts, corporate entities and charitable organizations.