Vendors: Legacy Advisors

This entry was originally posted on August 12, 2016.

This week, a brief look at one of our favorite vendors: Legacy Advisors!

Legacy Advisors, located in Plymouth Meeting, PA, has been helping Pine Island with our financial planning for over a decade. From the Legacy website:

We believe helping our clients focus on everything that is important to them and establishing specific objectives which must be accomplished differentiates us from other advisors. The ability to ask the right questions and listen is a lost art today.

Through a series of open, in-depth discussions, we help our clients focus on what’s most important to them, their family and their business. The true art of our business is in asking the right questions to guide and compel our clients to evaluate their priorities. Through thoughtful listening, we get to the core of their beliefs, business goals and personal wishes.

Once objectives have been established, we work with our client’s trusted team of advisors to make certain that every aspect of their plan is implemented, properly communicated and kept up to date.

John Krol and his team do all that for us, and more. He and his team also share Pine Island’s belief in giving back to the community, and their foundation has worked over the past several years to benefit such organizations as the Children’s Scholarship Fund, La Comunidad Hispana, the Garage Community & Youth Center, and many more.

The quality of life in our region is important to everyone who lives and works here. The Legacy Foundation is our way of giving back to the communities we so proudly serve, so that we may do our part to improve the lives of those who need it most.

Established in 2003, The Legacy Foundation is a non-profit organization that provides support for children and adults who, through no cause of their own, are socially, mentally, or physically deprived.

It’s really the personal touch that makes working with Legacy such a wonderful experience, and John’s strong background and familiarity with family businesses make Legacy an excellent choice. He spent many years working with a family-owned manufacturing business as CFO as well as their VP of International Business, which gives him a strong sense of understanding for family and financial issues when designing an optimal financial plan for business owners today.

“I’ve worked with John for almost sixteen years now,” says Pine Island CEO/Owner Bill Haines. “I was concerned with business succession and estate planning, and his advice has been tremendously helpful. I feel much more comfortable with where we are both personally and as a company, thanks to his efforts.” And it’s not just John; the personal commitment to excellence goes from the top down. His whole team is great to work with, at every level that we deal with them; they’re always helpful, always professional, and always get stuff done. “John has become a trusted advisor on more than estate planning and business succession,” Bill says. “He sits on our Board of Advisors and his advice is always insightful, helpful, and welcome. He’s become more than an advisor, he’s a friend.

“If anyone feels they need advice in estate planning, business succession, general finance, or any business issue, I never hesitate to recommend Legacy.”

Vendors: Kreischer Miller

Our team is working steadily on all of our usual winter tasks, so we thought we’d take a quick look this week at one of our favorite vendors: tax firm Kreischer Miller. From their website:

Kreischer Miller is a leading independent accounting, tax, and advisory firm serving the Greater Philadelphia and Lehigh Valley areas. We’ve built our firm to respond to the unique needs of private companies, helping you smoothly transition through growth phases, business cycles, and ownership changes. The companies we work with quickly adapt and respond to changing market opportunities and challenges. That’s why our focus is on being responsive, decisive, and forward-thinking. We’re up to the challenge—always looking at the road ahead, not in the rear-view mirror.

We’ve been working with them for about four years now, based on a recommendation from one of most trusted friends, John Krol from Legacy Advisors.

“We trust John’s opinion!” says CFO Joann Martin. “After he gave us his recommendation, we met with director Mario Vicari and found they were an excellent fit for our particular needs. There are a lot of complexities with co-op accounting, there’s the international angle with CAC…but they do everything, and if there’s something they don’t specialize in they have no problem referring us to an affiliate. Their entire team is fantastically responsive, too; I primarily work with Brad Frederick and Julie Miller and anytime I have a question they get back to me right away. Just a great place to work with.”

They also do wonderful work for the community:

At Kreischer Miller, we’re committed to actively supporting the communities in which we live and work. We have a strong belief in serving others and we strive to make our community and world a better place. That’s why we created the Kreischer Miller Cares program.

The program is comprised of two main components. First, we sponsor an annual Day of Service event, during which we close our office and send groups of team members to conduct variety of service activities in support of several local organizations. Second, we also host monthly firm-sponsored initiatives to provide an opportunity for team members to get involved with and contribute to worthy causes.

The significant participation of our team members in the Kreischer Miller Cares program is evidence of the character and quality of individuals we employ.

CEO Bill Haines is highly pleased with their work, as well. “Another great recommendation from John Krol,” he says. “It’s been a really good relationship over the past four years. Mario Vicari is our lead partner; I deal with him directly, and it’s always great. We have excellent discussions not only about accounting, but a lot of business issues. His advice is very valuable and his whole team’s very talented.”

Thank you to Mario, Brad, Julie, and the entire team at Kreischer Miller for everything you do . . . GO BIRDS!

Vendors: Allen’s Oil

Our team is still working on sanding and all of the other usual winter tasks, so this week, we’re bringing you a quick look at one of our favorite vendors: Allen’s Oil!

Allen’s Oil keeps our irrigation systems running!

Allen’s, a fourth-generation family business in Vincentown, has been Pine Island’s diesel vendor since 2013. From their website:

In the 1940s, Harry T. Allen, Sr. and his son Harry T., Jr. started to deliver home heating oil along with coal. In 1964, the business was passed along to Harry, Jr. In 1977, Harry’s sons, Ronald L. Allen and Roger P. Allen, purchased the company where Ronald served as the third generation company president while his brother, Roger, was vice president.

With Ronald’s dedication, the business continued to grow. In 1991, Ronald decided to add a full-service propane division, at which time the name went from Allen’s Oil to Allen’s Oil and Propane, Inc. As the propane division grew, it was time to expand. In 1994, the Hammonton, NJ office and storage facility was opened with the ability to store 205,000 gallons of propane. Since that time, Allen’s has opened two more storage facilities: one in Elmer, NJ (2005) which has 108,000 gallons of propane storage and another in Southampton, NJ (2008) which has 120,000 gallons of storage.

In June 2001, Ronald purchased Roger’s share of the company. Keeping with the family tradition, Ronald now runs the company with his wife, Sandra, and their two sons Douglas and Jason. As of today, Allen’s Oil & Propane Inc. has a customer base of over 10,000 customers and continues to grow every day.

“I came in to meet with Bill,” says owner Ron Allen, “and he was completely straight with me. I asked him what he was paying, told him what I could offer, and he said, it’s a deal.” It’s a tough business to be in these days, Ron says, but “it takes people from both sides to make it work, and Pine Island is always there to support us.”

And we’re glad to support them, according to CEO Bill Haines: “Allen’s Oil is the kind of vendor we like,” he says. “They’re totally dependable and totally reliable. Which means that we not only don’t have to worry about whether they’re going to be here and do what they say, we don’t even have to think about it; we can just count on it.”

Vendors: Legacy Advisors

This week, a brief look at one of our favorite vendors: Legacy Advisors!

Legacy Advisors, located in Plymouth Meeting, PA, has been helping Pine Island with our financial planning for over a decade. From the Legacy website:

We believe helping our clients focus on everything that is important to them and establishing specific objectives which must be accomplished differentiates us from other advisors. The ability to ask the right questions and listen is a lost art today.

Through a series of open, in-depth discussions, we help our clients focus on what’s most important to them, their family and their business. The true art of our business is in asking the right questions to guide and compel our clients to evaluate their priorities. Through thoughtful listening, we get to the core of their beliefs, business goals and personal wishes.

Once objectives have been established, we work with our client’s trusted team of advisors to make certain that every aspect of their plan is implemented, properly communicated and kept up to date.

John Krol and his team do all that for us, and more. He and his team also share Pine Island’s belief in giving back to the community, and their foundation has worked over the past several years to benefit such organizations as the Children’s Scholarship Fund, La Comunidad Hispana, the Garage Community & Youth Center, and many more.

The quality of life in our region is important to everyone who lives and works here. The Legacy Foundation is our way of giving back to the communities we so proudly serve, so that we may do our part to improve the lives of those who need it most.

Established in 2003, The Legacy Foundation is a non-profit organization that provides support for children and adults who, through no cause of their own, are socially, mentally, or physically deprived.

It’s really the personal touch that makes working with Legacy such a wonderful experience, and John’s strong background and familiarity with family businesses make Legacy an excellent choice. He spent many years working with a family-owned manufacturing business as CFO as well as their VP of International Business, which gives him a strong sense of understanding for family and financial issues when designing an optimal financial plan for business owners today.

“I’ve worked with John for almost sixteen years now,” says Pine Island CEO/Owner Bill Haines. “I was concerned with business succession and estate planning, and his advice has been tremendously helpful. I feel much more comfortable with where we are both personally and as a company, thanks to his efforts.” And it’s not just John; the personal commitment to excellence goes from the top down. His whole team is great to work with, at every level that we deal with them; they’re always helpful, always professional, and always get stuff done. “John has become a trusted advisor on more than estate planning and business succession,” Bill says. “He sits on our Board of Advisors and his advice is always insightful, helpful, and welcome. He’s become more than an advisor, he’s a friend.

“If anyone feels they need advice in estate planning, business succession, general finance, or any business issue, I never hesitate to recommend Legacy.”

Vendors: Sweeney Construction

This week at Pine Island, it’s all business as usual: bloom is just about over and the bee boxes are being removed, we continue work on renovation, and of course, being July, it’s hot out there! So instead of an update on our sprinklers, we decided to bring you the first in an occasional series on some of our favorite vendors. And who better to kick this feature off than Sweeney Construction?

Sweeney Construction, started by Tom Sweeney in 1976, has been working with Pine Island for several years now. After forty years in the business, Tom has retired, and his son Mike is now in charge. “Our first project for Pine Island was the big camp, back when you guys were still in the blueberry business,” Mike says. “It worked out that it was completed right before it was time to use it! We’ve since done probably 12 to 15 different projects over here.” Among those projects: rebuilt three employee homes, renovations on the two camps on the main road, apartment renovations, built three garages, and of course, renovated our main office from a private home to to a building suitable for running a large cranberry operation. Most recently, Sweeney finished the roof on the office with an amazing turnaround time. “Not a lot of companies who can supply that manpower,” Mike says. “It’s been a good relationship for us over the years.” He has high praise for the team members he’s worked with, as well. “It’s been nothing but good interactions with Bill [Haines] and Bryan [vonHahmann],” he says. “And a lot of the jobs here are a little easier because Pine Island has so much of their own equipment. Excavation, septic systems…it helps a lot.” He especially singled out our facilities team (particularly Mike Guest and Louis Cantafio) as well as the precision work of Junior Colon on the excavator.

And Sweeney is also looking ahead! In addition to doing repair to work to a historic farmhouse in Eastampton, they’re working on energy-efficient housing. “Our latest project is with Unity Homes in New Hampshire,” Mike says. “It’s a net zero energy usage house: solar panels, post and beam constructions, exposed materials. It’s being built in-factory in New Hampshire and we’re assembling it down here after we finish the foundation work; we’re planning to set the panels in early August.”

As far as Pine Island is concerned, we will of course let CEO Bill Haines have the last word: “Sweeney Construction is one of our favorite vendors. It’s been a pleasure to work with Tom and Mike. They’re always professional, they always do exactly what they say they’re going to do, they always get it right, and they stand behind their work. I can’t say enough good things about them, and I would recommend them to anyone for any project.”