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. For details on all our support opportunities, visit ccmsonline.org/support.
Premier Circle of Friends | CCMS Circle of Friends
Additional Member Benefits
*The preferred vendor program does not imply endorsement of a company, product or service.
Integris Assurance Company
Integris Assurance Company, formerly 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.
Lake Michigan Credit Union
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.
MarkhamNorton
MarkhamNorton 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.
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.
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).
FineMark National Bank & Trust
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.
HUB International
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.
JD Private Wealth Advisors
JD Private Wealth Advisors is a private wealth advisory and financial planning practice with over 20 years of experience. We specialize in working with physicians and small business owners to integrate their unique needs with our proprietary strategies and deliver customized solutions for each individual client or business. Our areas of expertise include investment management, estate planning, tax planning, and asset protection planning. CCMS members receive a complimentary initial consultation.
LTCi Marketplace
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.
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.
Network Minds Technology Solutions
Network Minds
Contact: Janice Wade
Business Type: IT Services
Phone: 239-659-3428 ext 11
Network Minds Technology Solutions is a local IT provider offering help desk support, monitoring and maintenance, cloud systems and server support, and software troubleshooting. HIPAA compliant IT solutions for medical practices are our specialty. Proudly supporting medical offices in SWFL for over 21 years. Receive the 1st month of MSP Services free as a new client and active member of CCMS.
Porter Wright
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 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
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.
Stickboy
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.
Summit Broadband, Inc.
Summit Broadband is a Fiber-Focused Florida-based service provider offering Internet and voice solutions to CCMS members. Members receive a complimentary telecommunications audit with a senior consultant.
U.S. Bank Private Wealth Management
Contact: Yvonne Bourk or Jolene J. Wall
Business Type: Wealth Management
Phone: 239-566-0807 | 239-566-0818
U.S. Bank Private Wealth Management works with families to help them preserve, manage, and grow their assets. We work with families to give them peace of mind when it comes to any financial need they may come across. CCMS members receive discount on assets under management of 20% off fee schedule.
Wintrust Wealth Management
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 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.
Collier CPR & Safety Training
Collier CPR & Safety Training Contact: Giovanni Campobasso Phone: 239-302-9695
Collier CPR is excited to announce that we are partnering with CCMS to offer AHA certification courses for physician members and their staff. Through this partnership, we are committed to providing high-quality training in a format that is both efficient and thorough, ensuring that you receive the certifications you need without compromising on the essential skills and knowledge. More information
Constant Contact
Constant Contact Contact: CCMS
Constant Contact is excited to announce a special offer for CCMS physician members and practices: 15% off Constant Contact subscriptions, with email, SMS/text, and social media, and events marketing!* Visit Constant Contact’s CCMS member sign-up page for a free trial. (*When a physician signs up, CCMS also receives a 10% bonus to help us fund member programs and benefits.) More information
RCC Card
CCMS Members receive special $10 pricing on the annual RCC Card, which provides discounts at restaurants and merchants. Order a card at ccmsonline.org/membership or call CCMS, 239-435-7727. Cards will be mailed to the office address on file unless otherwise specified.