Municipal Business Associate (MBA) Listings
The following organizations participate in CCM's Municipal Business Associate Program. Just click on the drop-down menu to select the type of business you're looking for and get a brief description of what each CCM Municipal Business Associate can do for you with a link to their website for more information!
Accounting & Financial Services
AXA Equitable silver
The Retirement Benefits Group (RBG), a specialized division of AXA Advisors, LLC, provides wealth management services and financial education to help meet the retirement needs of those who serve and build our communities - educators and staff in our public schools, colleges and universities; hospital and municipal workers; and nonprofit employees. The RBG's personalized approach helps our clients design a financial strategy, giving them the information and confidence they need to help create an independent retirement.
Bank of America Merrill Lynch silver
Bank of America is proud to serve the Connecticut communities where we live and work. Our expertise is built around your vision of the future.
BlumShapiro is Connecticut's largest regional business advisory firm based in New England. Our services include traditional accounting, tax and audit services as well as specialized consulting services, employee benefit plan administration and design, estate and succession planning, cost segregation and many business advisory services, to name a few.
Farmington Bank silver
We provide competitive state-of-the-art cash management and deposit-related products and services. Farmington Bank is a Connecticut-based community bank serving the state of Connecticut and its municipalities.
FirstSouthwest provides financial advisory services and assists in the development of debt management programs, fiscal impact analyses, and rating strategies.
Milliman, Inc. bronze
Through consulting practices in employee benefits, healthcare, investment, life insurance and financial services, and property and casualty insurance, Milliman serves the full spectrum of business, financial, government, union, education, and nonprofit organizations. In addition to our consulting actuaries, Milliman's body of professionals includes numerous other specialists, ranging from clinicians to economists.
O'Connor Davies, LLP silver
O'Connor Davies, LLP is recognized as a premier Firm for accounting, auditing and management advisory services to government managers and executives and government entities and agencies at the local, State and National levels. The Firm has more than 500 professionals including 85 partners and is ranked 32 in Accounting Today's 2014 top 100 Firms.
People's United Bank silver
People's United Bank, Connecticut's and New England's largest commercial bank, provides for the core banking and cash management needs of hundreds of public entities and across its footprint.
TD Bank silver
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the United States, and provides a full range of municipal banking products and services from Maine to Florida. Our knowledgeable and experienced Relationship Managers offer local decision making and expert service in governmental and banking affairs.
Unibank Fiscal Advisory Services, Inc. silver
UniBank Fiscal Advisory Services, Inc. is the largest municipal financial advisory firm headquartered in New England serving the debt and capital needs of local governments throughout the region. Established in 1999, UFASI provides creative expertise in debt issuance and management for more than 200 local governments from Maine to Connecticut. We serve our clients from three offices, including one located in downtown Hartford.
Webster Bank silver
Connecticut-based Webster Bank provides commercial banking, small business and consumer banking, mortgage, insurance, private banking and trust and investment services.
William Blair & Company platinum
Full service investment banking firm specializing in municipal financial advisory and underwriting services.