More Powerful Together

Calderwood Financial provides a comprehensive list of financial services but believes we can achieve much more by combining our strengths with select channel partners - we are more powerful together in a partnership platform. Here are some of our strategic alliances we have formed to add value and breadth to our offerings:


  • Loren D. Stark Company, Inc. (Pension Administration)
  • Petersen International Exceptional Risk Advisors (Lloyds of London - Specialty Coverage)
  • Kilpatrick Companies, Ltd. (Corporate Group Benefits)
  • Donohue Feiman Retirement Plan Services, Inc. (Analytical & Pension Administration)
  • Bradley M. Whalen, Porter Hedges LLP (Legal)
  • Christopher Calderwood, The Calderwood Group (Accounting and Outsource CFO)
  • Stephanie Blakes, CFP®, Seren Wealth Advisors (Financial Planning/eMoney)
  • First Financial Resources (Life Insurance Distribution Group)
  • Ivan Barretto, RIA Compliance Concepts (Compliance Consultant)