Member Benefits Offered Through Circle of Friends
The CCMS Circle of Friends program is open to businesses that show they can provide outstanding service and exceptional benefits for CCMS members. Members can call the listed Circle of Friends vendors directly or contact CCMS, 239-435-7727 for further information.
Interested in becoming a Circle of Friends vendor? Download our information packet or call 239-435-7727.
Premier Circle of Friends | CCMS Circle of Friends
*The preferred vendor program does not imply endorsement of a company, product or service.
Lake Michigan Credit Union
Founded in 1933, Lake Michigan Credit Union has over $6.0 billion in assets. LMCU has a 5-star Bauer Financial Group rating for safety and soundness and an A+ from Weiss Ratings for financial strength. Our members trust us with their business, homes, earnings and futures. The commercial lending and premier banking teams provide highly personalized service featuring exceptional products. We work to help businesses grow, neighborhoods thrive, and to make our communities even better places in which to live and work. CCMS members receive preferred rates on lending/borrowing and deposit accounts.
Markham Norton Mosteller Wright & Company
Markham Norton Mosteller Wright & Company specializes in tax, accounting and business consulting services for Physicians and Health Care providers. Serving Southwest Florida since 1979, our experienced team can improve your profits and sharpen your competitive edge with a variety of services related to practice operations, strategic planning, human resources, tax planning and accounting services. CCMS members receive a complimentary assessment and 10% off 1st personal tax return.
ARC Medical Realty
ARC Medical Realty sets your practice up for success by locating and negotiating the best terms on the top properties for your medical practice. We connect you with a team of industry experts to get your project completed on time while helping you avoid costly mistakes throughout the process. CCMS members will receive education on setting up their practice for success.
Attorney Linda R. Minck
Attorney Linda Minck provides legal services to physicians and healthcare providers particularly in business transactions such as setting up new practices, buying or selling, employment agreements, and representing physicians with daily legal needs. CCMS members who mention their membership before services are rendered receive a 10% discount on the first matter of representation.
CARE Professional Liability Association
CARE is physician-owned with 18 years of operation. CARE provides medical professional liability insurance in Florida and 45 other states. CARE is reinsured by AmTrust, which is A rated by AM Best and CARE has been assigned a Financial Stability Rating® of A Excellent by Demotech. CCMS Members receive a 5-10% discount as well as other value added programs including OmniSure RiskFit Membership, cybersecurity coverage, SE Healthcare’s Physician Burnout Program, and others.
Cotten Medical Billing & Consulting
Cotten Medical Billing & Consulting, Inc. offers 20+ years of Medical Billing Experience, serving Physicians in Southwest Florida. Their client base includes physicians of all specialties seeking excellence in medical billing, coding, staffing and consultation. CCMS members receive a free soft audit of their current billing software ($500.00 value).
Creative Scripts Compounding Pharmacy
Creative Scripts is a Naples original, family owned, compounding-only pharmacy. We specialize in bio-identical hormone replacement therapy (bHRT), dermatology, and veterinary compounding, as well as the best service of any pharmacy in Naples. As an added value to CCMS members, Creative Scripts offers a 10% discount on all compounded medications for the members and their direct families (wife, husband, son, daughter).
First Citizens Bank
First Citizens Bank is dedicated to building long-lasting relationships with individuals, small-to-midsized businesses, and professionals. Our associates have developed a strong expertise in meeting the financial needs of the medical community. Please contact us to learn more about our great rates, our customized approach to client service, and our comprehensive array of financial products. We would love to earn your business!
Gulf Coast Indoor Digital Billboards
Gulf Coast Indoor Digital Billboards connects local businesses to their customers through their network of Indoor Digital Billboards. This network of screens allows businesses to reach their customers where they work, shop, eat, and play. CCMS members receive 3 additional screen locations with any package.
Leading Edge Benefit Advisors
Leading Edge Benefit Advisors has served the Naples area for over 34 years, providing employee benefit and compensation solutions to local businesses. Leading Edge can offer an industry specific, multiple employer welfare arrangement (“MEWA”), allowing CCMS member private practices the benefit of large group medical insurance with Florida Blue for themselves, their staff, and families. Leading Edge also offers many physician specific coverages, including business overhead protection, disability coverage, and life insurance options.
LTCi Marketplace provides insurance planning and consulting for clients looking to design strategies which can help to protect a lifetime of financial achievement, be that for those still at work, for business succession initiatives, retirement or estate needs, divorce and charitable giving. CCMS members receive a free review of current insurance coverages.
Medline Industries, Inc.
Medline is the largest privately held manufacturer and distributor of healthcare supplies in the United States, providing 500,000 products that serve the entire continuum of care. Medline is a manufacturer direct source of medical equipment & supplies, education (CEUs) and product & sales support. CCMS members receive a minimum of 10% savings in aggregate and standard freight waived for 1 year.
Meridian Financial Group
We are a boutique financial services firm specializing in working with physicians in the areas of asset protection planning, wealth management and wealth transfer. Through our team of experienced advisors, and our strategic alliances with professionals from other industries, we can deliver customized solutions for our clients. Meridian Financial Group is excited to partner with M Financial in offering innovative financial solutions to the ultra-affluent and corporate markets.
Porter Wright works with health care businesses and providers to solve complex legal problems, stay in compliance with regulatory obligations, and take advantage of growth opportunities. From labor and employment law to business law to litigation, our attorneys help health care clients achieve their goals. We are proud to have been members of the Preferred vendors program since 2001.
Slepcevich Financial Group, LLC
SFG LLC is showing our clients how they can retire comfortably on at least 50% less in assets than they originally thought. We do that by using strategies the tax codes allows us to utilize that have been in the code since 1913 that the majority of the population knows little to nothing about. Complimentary first year retirement analysis, insurance audit, or business audit.
Truist Bank Contact: Samia Rizk Business Type: Banking, Financial Planning Phone: (239) 248-8904
Verita Wealth Advisory Group - Ameriprise Financial
Verita Wealth Advisory Group – Ameriprise Financial Contact: Jeremy Darstek Business Type: Financial Planning Phone: (239) 898-3836 Fax: (239) 302-5141
Verita Wealth Advisory Group is a private wealth advisory practice of Ameriprise Financial Services, LLC and a financial planning practice with over 30 years of experience. They specialize in working with physicians and small business owners to integrate their unique needs with proprietary strategies and deliver customized solutions for each client. CCMS members receive a free initial consultation which includes an Investment Portfolio Review and 1040 Tax Return Review. They will also offer a 15% discount from their standard financial planning fees.
Wintrust Wealth Management
Wintrust Wealth Management Contact: Nina Azwoir Business Type: Wealth Management Phone: (239) 687-5204, (972) 697-5099
Wintrust Wealth Management takes pride in serving sophisticated individuals with a special focus on the Healthcare Industry. We honor the highest standards of service and integrity and specialized care with your Investments, Trust and boutique Asset Management. CCMS members receive complimentary financial planning and discounted management fees.