2020 Family-Owned Businesses

FAMILY-OWNED BUSINESSES ADVERTO R IAL R E SO U RCE G U I D E

FAIRFIELD COUNTY BUSINESS JOURNAL • WESTCHESTER COUNTY BUSINESS JOURNAL • FEBRUARY 24, 2020

THE VALUE CONNECTORS

PKF O’Connor Davies is a new breed of accounting and advisory firm that holds itself to a higher standard – going beyond passive value calculation to active value creation for leading business owners, organizations and individuals in the US and abroad.

And we don’t take that for granted. That’s why our passionate professionals always take the extra step, push a little harder and create deeper connections at every turn. Through these connections we continually drive efficiencies, uncover opportunities and manage risk – delivering value where others can’t.

We’re not the typical accounting firm. We’re PKF O’Connor Davies. We’re The Value Connectors™.

Bruce Blasnik, Partner 203.705.4120 bblasnik@pkfod.com

www.pkfod.com

FAMILY-OWNED BUSINESSES

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George Whitehead, Partner 914.341.7086 gwhitehead@pkfod.com

AN ADVERTORIAL SHOWCASE | FEBRUARY 24, 2020

ORANGE BANK & TRUST COMPANY ‘HELPS BUSINESSES MAKE THE RIGHT DECISIONS’

O

range Bank & Trust Company is an independent bank that began in Middletown, New York, with the vision of 14 founders more than 125 years ago. It has grown through conservative banking practices, ongoing innovation and an unwavering commitment to its community and business clientele to more than $1 billion in total assets.

In recent years, it acquired Hudson Valley Investment Advisors, a wealth-management company and expanded its footprint beyond Orange County into Rockland and Westchester counties, adding to its total of 13 branches.

While growing, the bank has continued to focus on providing premier banking services, based on personal relationships for businesses, organizations and individuals.

“We strive to be known as the region’s premier financial institution focused on business banking and wealth-management services,” says CEO Michael Gilfeather.

“Businesses play a vital role in our region’s economy. To meet their needs and be client-focused and nimble, our bankers spend less time in their office and more time on the road, getting to know their clients.” At FTG Realty, Frank Battaglia wanted to prove himself in his father’s business when an opportunity came along to add a handful of diverse businesses to their real estate portfolio.

Frank chose Orange Bank & Trust as the best to fund the expansion noting “an unbelievable relationship that is nothing but kind and more friends than bankers.”

Gilfeather continued, “With over 125 years of experience in the Hudson Valley, we don’t just know their businesses, but the streets and neighborhoods because we live in them.” It’s that local expertise that Gilfeather believes helps businesses make the right decisions. “Our commitment to reinvest customer deposits into the local economy, in the form of loans, is a matter we take great pride in. It also results

in the bank playing an important role in the success of our clients and the communities they, and we, call home.”

The bank’s lending department runs a full, in-house loan operations team that is deal-focused and responsive, offering customdesigned commercial and consumer loans that are processed, underwritten and approved in house.

A full suite of sophisticated business banking products is available to help companies thrive.

Cash management is a comprehensive set of solutions designed to reduce administrative tasks and save time handling inflow, outflow and reporting, so a business can remain focused on its customers. Products include: • Escrow Management • Treasury: 24/7 access to your financial position, activity, management of funds and movement through ACH and wire along with ability to run stock reports or easily customize reports to suit the needs of your company.

• • • • •

Remote Deposit Lock Box Positive Pay Mobile Banking/Mobile Deposit RISK and FRAUD Analytics in conjunction with online wire and ACH The relationship banking team also emphasizes specialty services such as Esquire Banking for lawyers, Med-Banking for health care professionals, and Municipal Banking for the public sector. These are designed to make banking more convenient and efficient for professionals, allowing them more time to attend to their clients and ultimately afford them a better quality of life.

One of the best measures of success for a local bank is customer loyalty. For that, Gilfeather looks to the words of long-standing clients like Todd Lyons of Todd Lyons Paving who says, “Orange Bank and Trust got me to where I am now and they are instrumental to my continued success.”

STOP

GO

KNOW

Undecided about your next business move?

Ask us. We know the business climate and have the expertise to help guide your decisions.

We’ll help you know.

OBTC-WESTCHESTERBIZ-022420.indd 1

FAMILY-OWNED BUSINESSES

Where the brightest bankers live.

914.422.3100 orangebanktrust.com 2/12/20 10:52 AM

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AN ADVERTORIAL SHOWCASE | FEBRUARY 24, 2020

Roof Space Wanted For Rent

64 Solar is Renting Roofs Attention all Building Owners, Managers and Facility Personnel !

When: Program is open now - First Come Basis

Because of recent changes in New York Solar

Time:

Where: Con Edison Service Territory

you can now place an array on your roof and get paid to export the power to grid. You can even give yourself a break by using the power yourself or allow your tenants or friends to receive discounted electricity costs. ‣ ‣ ‣ ‣ ‣

Other: We need to do an inspection of the property and see if you qualify, call us as soon as possible.

855 SUN E. DAY - ask for Tracy

No Upfront Cost Options 25 Year Terms Available Program available to ConEdison Customer Property Tax Abatement in NYC Increase Cash Flow

FAMILY-OWNED BUSINESSES

Is a wasting !

www.64Solar.com Port Chester, NY

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AN ADVERTORIAL SHOWCASE | FEBRUARY 24, 2020

F

HATFIELD INSURANCE AGENCY INC.

When it comes to insurance We represent your interests first

amily-owned and managed since 1905, the Hatfield Insurance Agency was founded by William A.H. Hatfield whose son, William Walter Hatfield, joined the agency in 1936 after graduating from Wesleyan. In 1939, William A.H. retired, but came out of retirement in 1941 to 1945, while his son was on active duty as a naval officer in WW11. After the war, William Walter returned to the agency as president in 1946 and continued until his death in 2005. He lived to see the 100th anniversary celebration of the firm, which was celebrated two weeks before his passing.

The current principals, Guy Hatfield and Ross Hatfield, are the founder’s grandsons. Ross joined the firm in the 1960s and Guy joined in 1977, after a career at Citicorp in New York City as a bank officer. The brothers’ sister, Adele, worked at the agency for five years in the late 1990s and is now retired in Florida.

Hatfield Insurance Agency is predominantly involved in personal and commercial property casualty – home, auto, boat, commercial business. Guy works with law firms as an expert witness.

The Hatfields’ philosophy goes beyond just being a good insurance firm that provides exceptional service. It strives to be a friend and colleague to those they serve and provide services beyond what one would expect. They help clients with financial and estate planning concerns and introduce them to professionals and others who can be helpful in their businesses or personal lives. The firm is willing to review documents and provide advice on matters of importance. The principals and staff believe that by being the total agency, the result will be a beneficial long-term relationship with those they represent.

Brokers • Consultants • Expert Witnesses Family owned and managed since 1905

Hatfield Insurance Agency Inc. 1735 Post Road, Fairfield, Connecticut 06824 Phone: (203) 256-5660 fax: (203) 256-5666 Contact Guy Hatfield at ghatfield@hatfieldinsuranceagency.com www.HatfieldInsuranceAgency.com

Congratulations to the Weinberg Family, for serving Westchester, NY, Manhattan & Fairfield County, CT for over 60 years!

914-337-5555 • www.amhac.com FAMILY-OWNED BUSINESSES

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AN ADVERTORIAL SHOWCASE | FEBRUARY 24, 2020

LOCK IN YOUR MEMBERSHIP TODAY

SAVE THOUSANDS OF DOLLARS ON BUSINESS LEADS, NEWS AND IMPORTANT EVENTS. Visit westfaironline.com or contact

Audience Development Department | (914) 694-3600 FAMILY-OWNED BUSINESSES

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AN ADVERTORIAL SHOWCASE | FEBRUARY 24, 2020

27th Annual

YOUR MORNING COMMUTE, COFFEE, & NEWS.

Dichello Distributor s 27th Annual Culinary Extravaganza Thursday, February 27th Hosted At

243 Tresser Boulevard Admission 5:30 pm – 8:30 pm $70 per person pre-registered $80 at the door

Your daily routine, right at your fingertips.

Sorry No refunds Must be 21+ years old Great Food, Wines & Spirits!

To Register: www.StamfordChamber.com (203)359-4761 Ext: 103 Free Parking

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AN ADVERTORIAL SHOWCASE | FEBRUARY 24, 2020

BE AN WI ST NO NN OF UN ER TH CE S W E B D IL E S SH L B T OR E TL Y Re

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More than 20,000 votes were tallied

Mill Management Inc. 203.531.7480 The Mill ~ 10 Glenville Street ~ Greenwich, Connecticut 06831

S ay S o m e t h i n g s w e e t

The seven BEST OF THE BEST will be announced soon in the categories of Most Entrepreneurial, Most Family-friendly, Greenest, Most Pet-friendly, Most Promising for upcoming generations, Most Socially Conscious and Most Visionary.

Join us in celebrating the Best Companies in Fairfield County.

Tuesday, April 28 • 5 p.m. • $35 registration fee at the Crowne Plaza • 2701 Summer St., Stamford

Business organizations partnering with the Fairfield County Business Journal are: Bridgeport Regional Business Council, The Business Council of Fairfield County, Darien Chamber of Commerce, Fairfield Chamber of Commerce, Greater Danbury Chamber of Commerce, Greater Norwalk Chamber of Commerce, Greater Valley Chamber of Commerce, Stamford Chamber of Commerce, Westport Weston Chamber of Commerce For information, contact: Olivia D’Amelio at odamelio@westfairinc.com.

For sponsorships, contact: Barbara Hanlon at bhanlon@westfairinc.com or 914-358-0766.

PRESENTED BY:

FAMILY-OWNED BUSINESSES

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AN ADVERTORIAL SHOWCASE | FEBRUARY 24, 2020