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

Lake Michigan Credit Union Business Type: Banking Contact: Sunil Muley Phone: 239-919-1361

Lake Michigan Credit Union (LMCU), established in 1933, has assets exceeding $12 billion and serves over 570,000 members. Every member receives personalized banking, borrowing, investment, and insurance services. CCMS members receive preferred rates on commercial loans and on their mortgage with our Doctor/Dentist mortgage program. Our MaxAdvantage program offers banking discounts and financial education benefits for your employees too.

Markham Norton Mosteller Wright & Company

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

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.

Stickboy

Stickboy
Stickboy Contact: Josh Zachritz Business Type: Software Design / IT Support Phone: 239-206-1193 

Stickboy is an award-winning custom software design and development studio that specializes in creative thinking, application development, and custom solutions that streamline business processes. Based in Southwest Florida, the firm services clients both regionally and nationally with IT and software support. CCMS members receive 10% off.

ARC Medical Realty

ARC Medical RealtyContact: Jared Vandersluis Business Type: Real EstatePhone: 417-693-2303

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 R. Minck, PLContact: Linda Minck Business Type: AttorneyPhone: 239-260-5827 Fax: 239-260-5829

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 Professional Liability Association/Care Risk Retention Group Contact: Jason Adams Business Type: Medical Professional Liability Insurance Phone: 502-208-3898

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 & ConsultingContact: Theresa Cotten Business Type: Medical Billing Phone: (239) 645-8195

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 Compounding Pharmacy
Creative Scripts Contact: Jerry Meloche, Pharm.D. Business Type: Compounding Pharmacy Phone: (239) 261-0050

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).

FineMark National Bank & Trust

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FineMark National Bank & Trust  Contact: Nolvia Valladares  Business Type: Banking Phone: 239-963-0783

FineMark is dedicated to providing their clients with the highest level of service, presenting them with an array of banking, trust and investment offerings, and making a positive difference in the communities we serve. We serve individuals, families, entrepreneurs, and professionals by building authentic, sincere relationships that go beyond the financial aspects of life. FineMark offers CCMS members a residential loan program specifically for physicians.

First Citizens Bank

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First Citizens Bank

Contact: Miranda Sharkey Business Type: BankingPhone: 239-514-2237Fax: 239-594-9566

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

Leading Edge Benefit Advisors Contact: Timothy McGeeBusiness Type: Employee BenefitsPhone: 239-415-0101Fax: 239-433-1565

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

LTCi
LTCi MarketplaceContact: Mitchell DannenbergBusiness Type: InsurancePhone: 239-877-1688

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.

MedMal Direct

MedMal Direct InsuranceContact: Dave DubowyBusiness Type: InsurancePhone: 954-228-0658

MedMal Direct Insurance Company is a medical professional liability insurance carrier admitted and domiciled in Florida. Their offerings include medical professional liability, cyber-liability coverage, business owners’ package, and workers compensation. CCMS members receive up to 5% discount on premiums.

Meridian Financial Group

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Meridian Financial Group Contact: Dan ShannonBusiness Type: Financial AdvisorsPhone: 239-690-9820  Fax: 239-690-9821

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

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Porter WrightContact: Joshua BialekBusiness Type: Law FirmPhone: 239-593-2962Fax: 239-593-2990

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.

Regions Bank

Regions Bank Contact: Cynthia Valenti Smith Business Type: Banking Phone: 401-862-4874

Regions Bank specializes in Residential Mortgages for Purchases, Construction, and Refinance Loans. They offer CCMS Members a Physicians Loan that has zero to low down payment without Mortgage Insurance for their primary homes.

Slepcevich Financial Group, LLC

Slepcevich Financial Group, LLCContact: William SlepcevichBusiness Type: Professionals Wealth ManagementPhone: 239-435-9433Fax: 239-435-0104

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.

Verita Wealth Advisory Group - Ameriprise Financial

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 Logo

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.

Wise River Wealth Management of Raymond James

Wise River Wealth Management of Raymond James  Contact: Shannon Holland, CFP Business Type: Wealth Management Phone: (239) 513-6513

Wise River Wealth Management specializes in comprehensive financial planning and investment advisory services for individuals and business owners, helping to navigate complex financial decisions through education and tailored strategies. CCMS members receive discounted all-inclusive, employer-sponsored retirement plan.