STRATEGIC ALLIANCES

Casey Neilon has developed strategic alliances and affiliations based on shared value goals. These relationships have been carefully structured in order to provide a complete range of accounting, tax and investment advisory services.
ALLIOT GROUP

THE ALLIOTT GROUP

Casey Neilon is a member of The Alliott Group, a worldwide alliance of independent accounting, law and consulting firms. With more than 160 member firms in some 70 countries, the group meets the local and cross-border needs of its members and their clients. Membership allows firms to both retain and attract business through the ability to connect with likeminded professionals in other jurisdictions. Members exchange, benchmark and share know-how and best practice information on both a technical and practice management level.
morgan stanley

MORGAN STANLEY

One of our strategic alliances for Captive Insurance investment needs is the Corbett – Mason Group at Morgan Stanley.

Robert Mason’s experience includes has more than 15 years of industry experience managing growth equity and fixed income portfolios. Robert leads the team’s efforts in developing and implementing asset allocation strategies, as well as, manager selection and ongoing monitoring.

pro group management

PRO GROUP CAPTIVE MANAGEMENT SERVICES

Our strategic alliance for Captive management and Alternative Risk Transfer is Pro Group Captive Management Services.

As a long standing advisor in Alternative Risk TransferPro Group is a seasoned and nationally respected award winning captive manager adept  in orchestrating the many moving pieces involved in the formation and operations of  Captives. They manage over millions in annual premium and hundreds of millions in total assets for their captive clients.

Having served the Captive industry since 2002, Pro Group has formed and managed more than 75 Captives of all sizes and types – in a wide variety of risks and coverages with an impressive group of companies ranging from large corporations to family owned operations.

Pro Group Captive Management Services is the premier national award winning Captive manager in many onshore domiciles.

www.pgmnv.com
Info@pgmnv.com
775-283-4237

abowd rose

ABOWD & ROSE FINANCIAL GROUP

In order to offer financial services clients a broader range of services, Casey Neilon is excited to introduce you to Abowd & Rose Financial Group.

Abowd & Rose Financial Group understands that clients have many choices when determining where to invest their money. As your private Wealth Coaches™, Abowd & Rose sets itself apart by understanding that all goals have deadlines, and will help by providing you with the tools necessary to help you reach your goals as effectively and efficiently as possible. This means two things: helping you maximize the money you save and helping you to position that hard-earned money in a way that best benefits you and your family over your investment lifetime. Whether you are running a household or running a business, Abowd & Rose Financial Group will help you build a plan to help you get to where you want to be

Abowd & Rose Financial Group professionals are Registered Representatives of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. www.sipc.orgSupervisory Office: 901 Marquette Ave, Suite 2600, Minneapolis, MN 55402 (612)333-1413. Abowd & Rose Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Abowd & Rose Financial Group has individuals licensed to sell insurance in the following states: Arizona, California, Colorado, Georgia, Hawaii, Idaho, Illinois, Iowa, Maryland, Missouri, Nevada, New York, Oregon, Tennessee, Texas, Washington, and Wisconsin.

Abowd & Rose Financial Group has individuals registered to sell securities in the following states: Alaska, Arizona, Arkansas, California, Colorado, Georgia, Hawaii, Idaho, Illinois, Iowa, Maryland, Missouri, Nevada, New York, Ohio, Oregon, Tennessee, Texas, Virginia, Washington, and Wisconsin.
CA Insurance License #0G33434, Eric Abowd, State of Domicile — Nevada
CRN201809-204915