Kendall Inventory Service, LLC
Kendall Inventory Service, LLC (KIS) is a third party professional inventory provider that serves the needs of residential and small/medium size business owners. KIS offers a wide variety of inventory options and other ancillary services to support our inventory packages. These services include professional insurance consultation and analysis, document scanning. Included in our offerings are post-disaster insurance and inventory services.
KIS is licensed, bonded and insured and is nationally certified as a personal property inventory professional.
Contact: Greg Holton
317.509.8138
Pemberton Insurance Group
Pemberton Insurance Group is an independent agency/broker for property and casualty products. As a general agency we can assist with basic or complex insurance needs. Our agency specializes in high value/affluent markets and small business accounts. Pemberton insurance Group places an importance on customer service and professional advice.
We act as an advocate for our clients in time of need and claims handling. You should expect more from your insurance advisor.
Contact: Keith Pemberton
317.973.4083
Vrabec Insurance
Vrabec Insurance would like to be the referral resource for your clients seeking guidance on their Medicare insurance options. Joy Vrabec has been working with Medicare beneficiaries since 2009. Mike Curtiss had referred many of his financial planning clients to Vrabec Insurance before selling his business in 2015 and recently began working with Joy as a Medicare insurance specialist. We represent the major Medicare Advantage and Medigap insurance carriers in central Indiana. Consider outsourcing your Medicare insurance needs to an independent, client-focused partner while you continue to manage the balance of the client relationship.
Contact: Mike Curtiss
317.939.2144
Wright Accounting Group, LLC
All accountants aren’t created equal. You shouldn’t have to sacrifice communication skills for exceptional accounting skills. Many times with accountants, there is an inverse relationship between the two. That’s why referring your clients to Wright Accounting Group, LLC makes sense for financial planners. Wright Accounting Group, LLC has the knowledge and expertise to handle your clients tax preparation, tax planning and bookkeeping needs as well as the respect and consideration of the other moving parts of the financial plan. We treat our clients’ advisors as true partners and have open lines of communication with them to achieve what is in the best interest of each client. Our clients appreciate this level of personal service and so will you. Taxes are boring. Your CPA doesn’t have to be.
Contact: Kitrina Wright, CPA
317.507.1900
