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.

*The preferred vendor program does not imply endorsement of a company, product or service.


Premier Circle of Friends:


Capital Preservation Services
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Capital Preservation Services Contact: John Plocharczyk Business Type: Tax Planning Phone: 239-592-0067 Email

Capital Preservation Services provides high-earning, self-employed medical professionals with an income tax plan that is strategically aligned with the tax code, which places you in  a position to be efficiently structured to legally reduce your tax liability. All eligible CCMS Members will receive a 10% discount on their consulting fees.

Markham Norton Mosteller Wright & Company
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Markham Norton Mosteller Wright & Company Contact: Karen Mosteller, CPA, CHBC Business Type: Certified Public Accountants & Business Consultants Phone: 239-261-5554 Fax: 239-433-2824 Email

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.


CCMS Circle of Friends:


BankUnited
BankUnited Contact: Lisa Portnoy Business Type: Banking Phone: 239-233-3747 Fax: 239-596-9175 Email

BankUnited has more than $35 billion in assets and more than 100 branch locations and focuses on the financial needs of growing companies and their executives, consumers, and commercial and middle-market businesses in Florida and New York. The bank offers a broad range of online services, treasury management tools for businesses, and traditional depository and lending products. CCMS members receive preferred rates on lending/borrowing and deposit accounts.

Biowaste Medical
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Biowaste Medical Contact: Lorena Nunez Business Type: Biomedical/Pharmaceutical Waste Disposal Phone: 239-595-0442 Fax: 239-249-9212 Email

 

 

 

Biowaste Medical is a leading provider of biomedical and pharmaceutical waste collection and disposal services in the state of Florida. They are headquartered in Naples and have been in business for the past 3 years. Biowaste Medical services a range of medical facilities, including, but not limited to: hospitals, doctor and dentist offices, laboratories, and clinics. All CCMS members will receive a 20% discount from their current vendor’s bill plus 3 free months.

First Citizens Bank
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First Citizens Bank Contact: Pam Blackwell Business Type: Banking Phone: 239-659-2827 Fax: 239-262-0907 Email

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!

Leading Edge Benefit Advisors
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Leading Edge Benefit Advisors Contact: Timothy McGee Business Type: Employee Benefits Phone: 239-415-0101 Fax: 239-433-1565 Email

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. Also available for member practices is an ancillary services store with complimentary Employee Assistance Program.

Medline Industries, Inc.
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Medline Industries, Inc. Contact: Kelly Bowman Business Type: Healthcare Supplies Phone: 239-250-1012 Fax: 866-331-3150 Email

Medline is the largest privately held manufacturer and distributor of healthcare supplies in the United States, providing more than 350,000 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
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Meridian Financial Group Contact: Dan Shannon Business Type: Business Consulting Phone: 239-690-9820 Fax: 239-690-9821 Email

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.

Mutual of Omaha Bank
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Mutual of Omaha Bank Contact: Melissa Davidson Business Type: Banking Phone: 239-687-5239 Fax: 239-687-5250 Email

Mutual of Omaha Bank is a full service financial institution that offers a variety of products and services. We are a relationship bank that focuses on building lasting relationships to meet our clients’ needs and provide exceptional customer service. CCMS members receive discounts on merchant services, mutual benefit employee free checking, fast app business line of credit, and home equity.

Porter Wright
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Porter Wright Contact: Joshua Bialek Business Type: Law Firm Phone: 239-593-2962 Fax: 239-593-2990 Email

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.

The Doctors Company
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The Doctors Company Contact: Shelly Hakes Business Type: Medical Malpractice Liability Insurance Phone: 800-741-3742, ext 3294 Fax: 888-723-7177 Email

The Doctors Company is fiercely committed to defending, protecting, and rewarding the practice of good medicine. With 75,000 members, we are the nation’s largest physician-owned medical malpractice insurer. Visit www.thedoctors.com. CCMS members receive a 5% discount on liability premium.

WBN Marketing
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WBN Marketing LLC Contact: Nella DeCesare Business Type: Marketing & Web Design Phone: 239-919-0933 Fax: 239-244-8344 Email

Naples-based, WBN Marketing is a full-service marketing company and leading area provider of website development/search engine marketing. WBN offers expert marketing and branding knowledge for several local core industries, including the medical industry. CCMS members receive 10-20% discount depending on services provided.


Additional Member Benefits:


Greater Naples Chamber of Commerce
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Greater Naples Chamber of Commerce Business Type: Chamber Phone: 239-298-7920

The Chamber’s mission is to make Greater Naples the best place in America to live and work, and our primary purpose is to foster business development and advocate effective government policy to ensure a healthy business climate. CCMS members who join The Chamber receive a waiver on their membership administration fee. Call today for more information!

HIPAA Secure Now!
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HIPAA Secure Now! Contact: Jonathan Krasner Business Type: HIPAA Compliance Service Phone: 877-275-4545 x86 Email

HIPAA Secure Now! has helped over 2,500 clients with their HIPAA compliance needs in the last five years. HIPAA Secure Now! provides a complete, affordable and easy-to-use HIPAA compliance service. CCMS members receive a 15% discount. Additionally, HSN provides a free HIPAA Hotline for CCMS members – if you have a HIPAA question or issue, just call 877-275-4545 x803. If you are interested in finding out more about the service or for a free demo, contact Jonathan Krasner.

LegalShield / IDShield
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LegalShield / IDShield Contact: Vivian M. Seely-Troiano, PhD, SPHR, SHRM-SCP Business Type: Legal / Identity Protection Phone: 239-207-1864 Email

Discounts for CCMS members. their families, and their employees on legal service plans and identity theft plans. Founded in 1972, LegalShield has 1.6 million memberships serving 4.1 million lives and 140,000 businesses throughout the U.S. and Canada. Members can talk to a lawyer on any personal legal matter without worrying about high hourly costs. LegalShield has provided identity theft protection since 2003 with Kroll, the world’s leading company in ID Theft consulting and restoration.

Lutgert Insurance
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Lutgert Insurance Contact: Scott Newman Business Type: Workers Compensation Insurance Phone: 239-280-3244 Email

CCMS members are eligible for a workers compensation dividend program virtually unavailable to many small businesses. By grouping practices into one entity, members enjoy buying power usually reserved for large organizations. While not guaranteed, dividends over 20% can be received if group losses for the year are zero. Underwritten by Comp Options Insurance Company, a subsidiary of AmTrust Financial. Also available for CCMS members is a 5% discount on medical malpractice insurance with Healthcare Underwriters Group Inc.

Naples Network Services
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Naples Network Services Contact: Michelle Borders Business Type: IT Consulting  Phone: 239-293-4697  Email

A family-owned and operated, end-to-end IT Consulting firm, Naples Network Services has provided strong partnerships and personalized support for their clients for over a decade. They offer cutting-edge managed cloud services with traditional break and fix solutions for any day to day problem. As a special introductory offer to CCMS members, receive a free consultation as well as 10% off your first service.

Testimonial Tree
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Testimonial Tree Contact: Brian Schoedel Business Type: Testimonial Management Phone: 239-298-1335 Email

Testimonial Tree, the leader in testimonial management software, helps physicians gather feedback about patient experiences through 5-star ratings, satisfaction surveys, and reviews. Our platform empowers patients to share recommendations on social media, syndicate testimonials on your own website, and 3rd party review websites. We help you take control of your online reputation and build loyalty. CCMS members receive $50 off the monthly fee.

The Print Shop
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The Print Shop Contact: Ron Eiken Business Type: Printing Phone: 239-775-3553 Fax: 239-775-5273 Email

The Print Shop will donate 5% of the revenue of all printing services purchased by CCMS members to the Foundation of CCMS. Additionally, any CCMS member wishing to acknowledge their membership in CCMS can have the CCMS logo printed on their letterhead, envelopes, business cards, etc. for free. The Print Shop is the only graphic media company in Collier County with four locations.