Maximize Investments is a specialist in cost savings and efficiency for corporations, firms, businesses, organizations and municipalities (also entities such as charities and universities).

Through a generally no - fee / non – retainer (mostly vendor compensation) structure, there is no downside risk to the client.

The client does not engage Maximize Investments as a consultant ( i.e., no consultant fee), the services performed are off-site and non-obtrusive and the client has essentially zero resource expenditure in terms of time, effort and personnel.

Maximize Investments cost reduction and efficiency expertise is in:


• Maximize Investments represents all major communications providers domestically and we offer a no-cost, expert communications consultation and analysis. • All conversions are done without a fee as the vendor provides all fees. • All conversions are off-site and are completely seamless. • Maximize Investments provides an on-site comprehensive review of T line and Telecom closet or we can analyze last month’s Telecom bill and provide alternatives to realize savings.

Gas & Electric

• Energy Deregulation has removed the utilities monopoly on the supply of electricity and gas. • Companies are now free to shop for the electric and gas supply on a competitive basis ensuring the best possible price. • Typical Average Savings are 10-15% a year. • PGP Energy and Maximize Investments Partners will manage the entire process. • There is no fee for cost analysis. • Serving: NY, NJ, CT, IL, MA, MD, MI, NH, OH, PA, RI, TX, VA.


• Maximize Investments offers a full service insurance brokerage menu encompassing professional advice, analysis, and placement for commercial insurance protection, representing all domestic and international top rated firms. • All relevant exposure profiles are developed and reviewed with a focus to improve, correct, enhance or replace existing portfolios or design new programs if necessary. • Risk management and analyses are performed by our licensed, experienced staff who have handled commercial accounts working with “ A “ rated insurance companies throughout the world. • There is no fee for analysis or execution; we desire to represent you as your broker.

Logistics and Freight

• We provide all facets of logistics from point of inception, to warehousing nation-wide, to transportation globally, and finally through to the delivery to the end user. • Our logistics team is comprised of former Federal Express and UPS executives and has been successful in improving contract content and realizing meaningful savings. • We provide an ongoing service to eliminate monthly billing errors, which typically run approximately 6%.

Merchant Accounts

• Maximize Investments, through our affiliation with First Data, helps our clients accept virtually every type of electronic payment in the most efficient, cost effective manner. Our unparalleled products and services allow you to let your customers pay how, when and where they want with terminals, software, e-commerce, and mobile or wireless solutions. • We facilitate credit and debit card processing; check solutions, e-commerce products, gift and loyalty programs, and end-user hardware sales. • We are unique through our history of providing cost savings to our clients, dedicated relationship managers, data processing solutions, mobile loyalty, extensive online reporting and transaction insights and analytics. • All compensation is provided by First Data.

Tax Credit Services

• We provide complete analysis on all available tax credits at the local, city, county and state levels. • We develop employee driven tax credits to the advantage of the employer.

Financial Services

• Maximize Investments specializes in assisting our clients in securing their necessary financing. We initiate, negotiate and help close transactions to our clients’ advantage and act as your banker and team member. • Maximize Investments provides the experience and knowledge to service our clients with finance requirements, conducted with a customized approach. • Maximize Investments has the technical skills, negotiating expertise and institutional relationships at the senior most levels to satisfy the needs of our clients across a broad range of financial services.