What
We
Offer

Discounted services

  • Costco Membership
  • Wine Club
  • Music Lessons
  • Select Card

Preferred vendor relationships

  • Personal Car Buying
  • Cross-border Money
  • Transfers by Card Cheap and Easy
  • Syndicate Investing
  • Personal Credit Fix
  • Financial Planning and Money Management
  • Tax and Accounting Services
  • Business Credit Card Processing
  • Native First Health Supplements
  • Commercial Lending
  • Beyond Med
  • Aetna Network

Costco Membership

$0 copay for many drugs at Costco Pharmacies through Costco Direct.

Personal Car Buying

Get your personal car dealer via Educated Car Buyer | Car Buying Consulting Service

Business Credit Card Processing

Coming Soon

Tax and Accounting Services

  • Free initial tax consultation
  • Professional discount of $100 on preparation of income tax returns
  • Free initial estate planning consultations

Financial Planning and Money Management

  • College Savings Plans
  • Retirement Planning
  • Estate Planning
  • Financial Planning
  • Annuities

Beyond Med

  • Where health meets wellness
  • Employer Flyer
  • FAQs

Music Lessons

Guitar, Piano, Singing, Voice, Drums, Saxophone, Clarinet, Flute, Violin & Ukulele Lessons

  • In Home Music Lessons if in Westchester County
  • 20% off packages
  • Zoom lessons worldwide

Smith & Vine Wine

Accessories & Gifts | Smith & Vine Wine & Spirits

  • 20% off first month of wine club
  • 10% off all wines on site and in store

Select Card

Users shall be eligible for $100 off the annual membership fee and a $100 credit for use on partner benefits. Once signed up, the fee will be grandfathered for life. Select Black Card: Exclusive Events, Premier Benefits, and VIP Treatment

Syndicate Investing

Coming Soon

Commercial Lending

CXM LoansAn environment for competitive offers

Native First Health Supplements

Supplements

Employee Benefit Programs

  • Health Plans (www.Meritain.com)
  • Dental Plans
  • Vision Plans
  • Health Reimbursement Plans
  • Tele-medicine Plans
  • Employee Assistance Programs
  • Life Policies
  • Disabilities Policies

Personal Credit Fix

Coming Soon

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