| Name | Title | Contact Details |
|---|---|---|
Andrea Melia |
Funds' CFO/Treasurer & Director, Product Management | Profile |
Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.
We make pictures that sell your products.
BayCoast Bank has 25 locations: Berkley, Dartmouth, Fairhaven, Fall River, Foxborough, New Bedford, North Dighton, Somerset, Swansea, Seekonk, Westport in Massachusetts and Bristol, Cranston, Little Compton, Providence, Tiverton, Portsmouth in Rhode Island. Each branch has at least one ATM, and ITMs (Interactive Teller Machines) are located at select branches. In addition to offering a vast array of deposit and loan products, BayCoast offers insurance and brokerage services to consumers and businesses alike. Affiliates include BayCoast Financial Services, offering stocks, bonds, mutual funds, annuities and college savings plans, Plimoth Investment Advisors providing investment advisory and trust services, and Partners Insurance Group, LLC, a network of independent agencies representing more than 100 insurance companies that provide automobile, home, life and business insurance coverage. BayCoast Mortgage Company, a wholly owned subsidiary of BayCoast Bank, is a full-service lender offering instant pre-approvals, timely closings, and in-house underwriting. Much like BayCoast Bank, BayCoast Mortgage Company is focused on providing clients with products and services tailored to meet their needs at the best rate possible. Priority Funding, LLC, a financial services company in Northborough, MA, is also a wholly owned subsidiary of BayCoast Bank. Priority Funding specializes in mobile and manufactured home financing. Products and services made available through BayCoast Financial Services, Partners Insurance Group and Plimoth Investment Advisors are not insured by the FDIC, DIF or any other agency of the United States, and are not deposits or obligations of nor guaranteed or insured by BayCoast Bank or any of its affiliates. Investment products are subject to risk, including the possible loss of the principal amount invested. For more information about BayCoast Bank or any of our affiliates, call 508-678-7641
We are a trusted leader in providing integrated solutions, leveraging cutting-edge technology to deliver exceptional customer experiences. With a dedicated team and a commitment to excellence, we are redefining industry standards and creating a brighter future for our clients and their customers. Our mission is to make lives better. We engage, listen, and resolve consumer concerns and obligations with empathy and innovation. We advocate for our clients brands and reputations as our own. Follow us, and discover the power of InteLogix.