Brandon Doddo Richard Briscoe

Jones Lowry is an independently-owned life insurance planning firm based in West Palm Beach, FL, with 40 years of experience specializing in creating and maintaining large-block life insurance portfolios for high net worth families, business owners, and corporate executives. Emphasizing a multi-generational service approach, the firm collaborates with clients and their advisors to design tailored financial strategies that ensure effective wealth preservation and legacy planning. Distinguished by their specialization in ultra-high net worth insurance, Jones Lowry partners with M Financial Group to offer exclusive access to premium insurance products and provides a dedicated team committed to personalized service throughout the life of each policy. Their proven process centers around customized planning and technical expertise, ensuring that clients receive innovative solutions aligned with their unique financial objectives. Generated from the website

HistoryMore than 45 years ago, entrepreneurs Irving Rosenthal and Ed Alpern formed the team that developed into one of the most innovative certified public accounting and business advisory firms. Back in July 1961, the Firm was only a fraction of its current size, with a staff of just one accountant and one secretary. Yet, when revenues doubled in the Firm's second year of business, it was clear that Alpern Rosenthal's inventive solutions and dedicated personnel were meeting a vital need in the marketplace. Over the next 20 years, the Firm continued on its path of growth and innovative, personalized service. It strengthened its internal structure, added shareholders and expanded into new offices.SpecialtiesBusiness Valuation, Litigation Support and Forensic Accounting

Michael C. Becker & Co., CPAs is a full-service CPA firm serving South Florida. Formed in 1988, we have established our firm with a commitment to providing our clients with professional services and personal attention. We offer accounting and auditing services for many different types of businesses. Our firm has been in business for over 20 years and has the experience, expertise and leadership for all your business needs.