FINDLEY

 

 At Findley, a Division of USI, we deliver expertise, experience, and innovative solutions related to employer-sponsored retirement plans, benefits, and human capital services. We are proud to be part of USI, one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle-market companies, smaller firms and individuals.

 

 

Clearstead Logo

 

Clearstead is a leading institutional and private client advisory firm.  We are relentless in providing superior solutions so clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves.  We do so with our authentic, steadfast, and innovative employee and board-member owned firm of nearly 80 professionals who work to tackle complex investment, financial, tax, and governance needs of our institutional and private clients.