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!

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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 silver

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 silver

FirstSouthwest provides financial advisory services and assists in the development of debt management programs, fiscal impact analyses, and rating strategies.

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.