Unique Approach to Real Estate Marries Strong Returns and Modern Design

| posted in Blog, Newsletter

Harris Bay is a private equity real estate firm, which was launched in 2014 and has quickly rolled out investments to 14 states and opened offices in California and Texas. It’s a unique operation where the owners use their years of experience to apply their methodical and analytical approach of investing that they blend with a goal of creating world-class design and function. Because of their unique take on real estate investing, CoreMark Insurance Services has decided to make Harris Bay our Client of the Month. We sat down with Harris Bay’s managing director, Jake Harris, to discuss the company…
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A Window of Opportunity and Focus on Customers Leads to Success

| posted in Blog, Newsletter

For Renewal by Andersen of Sacramento, customers are at the heart of what they do. From the company’s window installers all the way to the CEO, the local franchise of Andersen Corp. is focused on helping their clients achieve their vision for their home. The company does this by hiring passionate window experts who exceed the expectations of homeowners in the Sacramento region. A commitment to quality and a focus on their clients is why CoreMark Insurance Services has chosen Renewal by Anderson of Sacramento as its client of the month. We sat down with Karen Meier, Marketing Manager for…
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Douglass + Liebig: Helping Area Small and Mid-Sized Firms Succeed

| posted in Blog, Newsletter

Douglass + Liebig is a Sacramento-based accounting firm that provides consulting, strategic planning and tax planning to small and medium-sized businesses and their owners. They do this through multiple meetings over the course of a year with business owners to analyze their particular situation, build tools and templates to track their performance and then chart the success of the efforts by reviewing the various templates and tools they created. At the end of the year, they know where that particular client is finishing and have constructed a plan that helps to minimize their tax liabilities and maximize their cash flows….
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