Bryson Financial

Another successful event hosted on Bryson’s rooftop! ✅

A heartfelt thank you to everyone who joined us for an evening of intriguing conversations and connections. Our gratitude extends to our expert panelists Lucy Hoag, John Keisler, Kevin Frisch, and Chris Celtruda who shed light on the innovation, challenges, and future of the aerospace and defense sector.

Moreover, we express our sincere appreciation to sponsors Unum, Cigna Healthcare, Paylocity, and SunLife for their generous support of last night’s event.

Looking forward to seeing everyone at our next rooftop event! 🚀

🚨 CASE STUDY ALERT 🚨
Check out this case study to find out how we reduced the taxes for the partners of a private equity firm by over $130k, while still a accelerating their savings!

Thank you to everyone who attended our After-Dark Dealmaking cocktail event! It was great getting to see so many familiar faces and to meet so many new ones.

Thank you Rutan & Tucker, LLP and Paycor for helping to make this amazing night possible!

See you next year 🎊

In the dynamic world of multi-family real estate investment, one factor increasingly influencing profitability and strategic decision-making is the rising cost of property insurance.

By adopting a strategic approach that includes upgrading properties, enhancing safety measures, and exploring innovative insurance solutions, investors can better navigate these challenges.

PRESS RELEASE: Bryson Financial proudly appoints Andrew Ganz as the new Director of Retirement Plan Services at Bryson Financial, where he leads a team of professionals dedicated to serving the needs of Bryson’s retirement plan sponsor clients.

Andrew has over 20 years of experience in the retirement plans industry, with a strong focus on M&A and specializing in employer-sponsored retirement plans for businesses and non-profit entities.

Welcome Andrew! 🎉

Join us on May 21st to hear our CEO Trent Bryson talk about how to leverage the benefits of the 401(k) Multiple Employer Plan.

Go to the link in our bio to register for this event!

We are extremely excited to have Naval Veteran, Evelyn Boland, join our team as our new Client Success Associate! 🎉

Evelyn's impressive naval background and project management skills are invaluable assets to Bryson's strategic growth and will play a major role in her day to day operations.

WELCOME EVELYN! 🎊

To hire and retain talented directors and officers, companies need to give them the freedom to make corporate decisions without the fear of being personally liable for losses stemming from those decisions. Directors & officers (D&O) insurance protects executives against the consequences of any alleged or actual “wrongful acts” they commit while performing regular supervisory duties.

When purchasing or renewing their commercial property insurance, it’s vital for businesses to ensure such coverage includes correct property valuations.

As the business world becomes more connected, cyber threats will get more sophisticated and common place. Start educating employees about cybersecurity today to better protect your organization.

Insurance costs can have a significant impact on a company's bottom line, affecting profitability, growth, and overall financial health. Use this guide to sidestep the most common errors that business leaders make when managing insurance costs.

Whether you’re a nonprofit, privately held or a public company, it is likely that your business can benefit from a D&O policy. Since there is no such thing as a “standard” policy, a professional broker is invaluable when you go to purchase D&O coverage.