Bradford Financial Center

Independent Financial Advisory Builds National Presence on Small-Town Values
One of the most significant effects of the Great Recession that began in late 2007 was a sobering change in the attitudes of individual investors. “Investors are looking first for honest advisors who will work on their behalf,” says Shallon Weis, CFP®, AIF®, a financial advisor with Bradford Financial Center, one of the Midwest’s largest independent financial planning firms. “We see it across all age groups, including baby boomers nearing retirement age as well as millennials who are still building assets.”


Premier Senior Service Provider Wartburg Celebrates 150 Years
$31 Million Rehab and Care Centers Mark Milestones

Wartburg is senior living the way it’s supposed to be. This full-service organization began perfecting its approach well before today’s seniors were even born. This is integrated living, a full continuum of care, with 150 years of success. Others may offer specific services, but Wartburg has it all: independent living for active older adults; assisted living for those who need a bit more help; full skilled nursing care and adult day care – each with specialized dementia care. Wartburg’s newest addition is an all-new, environmentally friendly freestanding rehabilitation center with private rooms and baths – the only facility in the county to offer a private healing environment for each patient.

Verrill Dana, LLP

Big-Firm Experience; Small-Firm Attention

When Legacy Supply Chain Services embarked on the largest acquisition in its history, the company turned to the venerable law firm of Verrill Dana, LLP for guidance. The acquisition, from Vitran, Inc., a publicly traded company based in Toronto, involved U.S. and Canadian subsidiaries with operations in several states and provinces. The corporate, M&A, tax, finance, real estate and other legal issues were made all the more complex due to the cross-border aspect of the deal.

Preferred Home Care

Mastering the Perfect Fit Between Patient and Caregiver

There’s a simple reason for the rapid growth of New York-based Preferred Home Care: The agency treats all of its clients with respect and dignity. “We treat our clients and patients as if they were family,” says Berry Weiss, Preferred Home Care’s president and CEO.

Creating a Perfect Match
Nearly all of the patient coordinators at Preferred Home Care are bilingual. Whether clients speak Spanish, Russian, Hebrew or another language, they will likely find someone who can seamlessly communicate with them.

KB Financial

Enthusiastic Support From Prominent
Wealth Manager Creates Confident Investors

Investor demand for bias-free advice is transforming the financial services industry. “Increasingly, investors are seeking relationships with financial advisors they can relate to and that they trust are working on their behalf. They want advisors who can give them personal attention and care enough to understand their time horizons, risk tolerances and personal goals. Being one of 500 or more clients isn’t an option for them. At the same time, they don’t want to sacrifice the quality of services and sophisticated solutions historically associated only with global mega firms,” explains Katri K. Balfanz, ChFC®, CDFA™. Katri is a 14-year veteran of the industry who left one of the largest financial services companies in the world to form an independent advisory, KB Financial, in Burnsville, Minnesota.

World Equity Group, Inc.

Complex Planning on Solid Ground

Navigating the winding road to and through retirement is hard enough without having to worry about where your advisor stands. Is this person committed to serving you, the client? Does he have any hidden agendas? Will she still be around in 10 or 15 years?

The three advisors at the helm of World Equity Group, Inc. — Richard S. Babjak, ChFc®, CLU®, CFS®, MBA, RFC; Todd Rollins, CFP®; and Dennis P. Ryan, JD, MBA — understand how important it is to leery pre-retirees and retirees that their advisors be independent and firmly planted. Indeed, Babjak, Rollins and Ryan relish their own independence and stability for the freedom, flexibility and enduring client relationships they afford.

Schmidt & Federico, P.C.

Thought Leaders in Family Law and Probate Take Comprehensive Approach for Complex Cases

When members of the Massachusetts bar and the judiciary were asked to rate their peers based on legal ability and professional ethical standards, no one was surprised to see the Boston-based law firm of Schmidt & Federico, P.C. earn an impressive “5 out of 5.”* Those who know them best – attorneys and judges who themselves are experienced in matters involving family law, trusts and estates, wills and probate – recognized the 21-year-old firm as “the lawyer’s lawyers” in these challenging legal disciplines.

Norman Hanson DeTroy, LLC

Premier Litigation Practice Is Equally Talented in Other Legal Areas

In the legal world, the spotlight shines brightest on the courtroom. That’s where the headlines are. That’s where Norman Hanson DeTroy made its name.

More accurately, that’s where Norman Hanson DeTroy first made its name. This Maine law firm gained its reputation as a tough litigator – the practice to call for strong, smart, zealous defense in criminal and civil matters, from accidents and assault cases to medical malpractice and workers’ compensation issues. It’s been this way since 1975.

That’s a key element of this firm’s identity. But it’s far from the only one. Norman Hanson DeTroy is a leader across the broad spectrum of legal practice.

Alliance Homecare

Alliance Homecare’s Concierge Care Raises the Standards in Home Care Services

The five years Gregory Solometo spent caring for his grandmother changed his life.

“I received an education in the home care world,” he says. “I hired and fired four different caregivers until I found someone I could trust to care for the woman who practically raised me. In addition to having the skills needed to work with Alzheimer’s patients, Lynn, my grandmother’s caretaker, was nurturing, kind and reliable. That’s nothing they can teach in schools or through a certification. It was in her DNA.”

Rath Young Pignatelli

Legal Advocacy Where Business Meets Government

Rath Young Pignatelli has provided creative, innovative and effective legal guidance for clients for over 25 years from its offices in Concord and Nashua, New Hampshire, and Boston, Massachusetts. The firm brings a perspective and understanding of issue resolution that is unique in its experience of practice in the courts, in administrative agencies, in state legislatures and Congress.

Firm President Sherry Young cites that breadth of understanding as central to the firm’s greatest strength — the ability of its members to craft strategies for clients that provide cost-effective, measurable results. “Frequently, our clients’ needs turn on the ability to understand public policy initiatives. We are deeply involved in the public policy process, both legislatively and administratively. Our location in New Hampshire’s state capital gives us special insight that serves our clients well,” says Young.