KBM Consulting LLC
KBM Consulting is a professional services firm based in Lancaster, PA, specializing in insurance and tax planning solutions. The company supports large producer groups and brokerage general agencies (BGAs) in the insurance industry, leveraging nearly 300 years of combined experience to enhance business operations through outsourcing.
The firm offers a...
Advisors Excel
Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun. An Unrivaled Partner, we're your IMO+.
Since our founding around a kitchen table in 2005, we've reimagined the Independent Marketing Organization's role in our industry, providing comprehensive...