What We’re Doing

Our book of business runs the full spectrum of financial institutions, from the traditional sectors such as banks, insurance companies and investment advisers, to newer areas such as crowdfunding portals and other entities in the fintech space, and to not-for-profit entities that have an F.I. component in their business model. Give Jim or Dave a call to discuss any potential management and professional liability Jim Thomas [email protected] (508) 545-4028 Dave McDonald [email protected] (508) 545-4029 www.euclidfinancial.com