1.19.2017
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
