STRATEGIC ALLIANCES
Calderwood Financial Strategies, Inc.
More Powerful Together
Calderwood Financial provides a comprehensive list of financial services but believes we can achieve much more by combining our strengths with select channel partners - we are more powerful together in a partnership platform. Here are some of our strategic alliances we have formed to add value and breadth to our offerings:
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Loren D. Stark Company, Inc. (Pension Administration)
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Petersen International Exceptional Risk Advisors (Lloyds of London - Specialty Coverage)
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Kilpatrick Companies, Ltd. (Corporate Group Benefits)
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Donohue Feiman Retirement Plan Services, Inc. (Analytical & Pension Administration)
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Bradley M. Whalen, Porter Hedges LLP (Legal)
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Christopher Calderwood, The Calderwood Group (Accounting and Outsource CFO)
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Stephanie Blakes, CFP®, Seren Wealth Advisors (Financial Planning/eMoney)
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First Financial Resources (Life Insurance Distribution Group)
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Ivan Barretto, RIA Compliance Concepts (Compliance Consultant)
