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Showing 1 - 12 of 27 results
XPT PARTNERS LLC
XPT PARTNERS LLC
New Haven, Connecticut
100-499 employees
XPT brings together underwriting and wholesale brokerage firms across many specialty lines through acquisitions and new product development. XPT stands apart by delivering expertise through a collaborative partnership culture. This culture allows XPT to efficiently deliver the greatest value creating a win-win approach that multiplies value to its clients and market partners. XPT’s insurance retail agent clients value its independence, expertise and service. To learn more, email [email protected] or visit xptspecialty.com
Retirement Benefits Rank
Below Market
THE MCKELLAN GROUP, INC.
THE MCKELLAN GROUP, INC.
Southbury, Connecticut
1-24 employees
•Supported executives and staff in a variety of tasks such as, but not limited to: drafting, sending and editing correspondence; opening, delivering and sending mail and packages; research, maintaining schedules, copying, scanning, filing (electronic and paper), answering telephones, data analysis and entry, running errands, and placing phone calls. •Gained proficiency in Microsoft Office Suite (Word, PowerPoint, Excel), DocSTAR and the internet. •Developed a professional office and phone manner as well as strong inter-personal skills with both clients and co-workers.
Retirement Benefits Rank
Top Benefits
SUMNER & TONER INSURANCE AGENCY INC
SUMNER & TONER INSURANCE AGENCY INC
Longmeadow, Massachusetts
1-24 employees
SUMNER & TONER INSURANCE AGENCY INC is an insurance company based out of 813 WILLIAMS STREET, LONGMEADOW, Massachusetts, United States.
Retirement Benefits Rank
Below Market
THE THOMPSON AGENCY, INC.
THE THOMPSON AGENCY, INC.
West Suffield, Connecticut
1-24 employees
The Thompson Agency is a multi-company brokerage general agency serving Independent Agents and Financial Professionals throughout the northeast and beyond, now in our 61st year, specializing in Competitive Life Insurance, Impaired Risk Cases, Long Term Care Insurance, Disability Insurance, Fixed & Indexed Annuities and Identity Theft Protection. We bring the market to you and stay out in front of the industry trends and developments.
Retirement Benefits Rank
Market Competitive
NEILL & NEILL INSURANCE AGENCY, INC.
NEILL & NEILL INSURANCE AGENCY, INC.
Springfield, Massachusetts
1-24 employees
NEILL & NEILL INSURANCE AGENCY, INC is an insurance company based out of 224 LONGHILL STREET, SPRINGFIELD, Massachusetts, United States.
Retirement Benefits Rank
Top Benefits
NOBILE HINCHEY WEALTH MANAGEMENT, LLC
NOBILE HINCHEY WEALTH MANAGEMENT, LLC
Glastonbury, Connecticut
1-24 employees
Nobile Hinchey Private Wealth Management is an independent financial services firm serving high-net-worth families and business owners near Glastonbury, Connecticut. The firm offers tax-savvy financial planning and wealth management to affluent families throughout Connecticut and Western Massachusetts, including Hartford, Avon, Farmington, and also throughout South Florida, including Miami and Boca Raton. Comprehensive Wealth Management Services Our team works together with your Estate Planning Attorney, CPA, and other professionals to simplify and organize your financial plan. We’ll take the time to get to know your family and understand your unique needs, challenges, and dreams so we can recommend solutions that are most appropriate for your specific circumstances. Unbiased Guidance We strive to offer honest, upfront, and thorough explanations of your options to help you make educated decisions. Because we are an independent firm, we have no quotas to meet or conflicts of interest. We put your best interest first in our advice and recommendations. Independence Supported By Investacorp Our firm is supported by Investacorp, Inc., a registered broker-dealer owned by Ladenburg Thalmann, the sixth oldest Wall Street bank. By partnering with Investacorp, Inc., the firm is able to offer state of the art technology, support, and resources while maintaining unbiased independence. Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPC. Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm. The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.
Retirement Benefits Rank
Market Laggard
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STEPHEN BENJAMIN INSURANCE AGENCY, INC.
STEPHEN BENJAMIN INSURANCE AGENCY, INC.
Sutton, Massachusetts
1-24 employees
Family run, independent insurance agency serving Worcester County and the Blackston Valley for over 80 years offering personal and commercial lines of insurance coverage.
Retirement Benefits Rank
Market Competitive
RAY TROMBLEY ASSOCIATES, LLC DBA TROMBLEY ASSOCIATES
RAY TROMBLEY ASSOCIATES, LLC DBA TROMBLEY ASSOCIATES
Wilbraham, Massachusetts
1-24 employees
Trombley Associates is a full service financial firm specializing in retirement planning. Since 1965, we have been helping individuals, families and businesses with all of their financial needs. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org www.sipc.org. Advisory services offered through Trombley Associates, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Retirement Benefits Rank
Market Competitive
MULLEN & MAHON, INC.
MULLEN & MAHON, INC.
Stafford Springs, Connecticut
1-24 employees
MULLEN & MAHON, INC. is an insurance company based out of P.O. BOX 85, STAFFORD SPRINGS, Connecticut, United States.
Retirement Benefits Rank
Market Competitive
LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC
LAKESHORE BENEFIT GROUP INSURANCE BROKERAGE LLC
Canton, Connecticut
1-24 employees
Effective Approach By focusing on long term corporate goals, Lakeshore Benefit Group Insurance Brokerage, LLC develops comprehensive and competitive insurance solutions for clients. Our experienced consultants partner with clients to manage risk and develop innovative benefit strategies. The ability to attract and retain exceptional employees is critical in order to survive in today’s marketplace. Let Lakeshore Benefit Group Insurance Brokerage, LLC help your company differentiate itself by implementing creative employee benefits strategies. Committed Service The commitment to customer service sets Lakeshore Benefit Group Insurance Brokerage, LLC apart from competitors. The work of our team is not complete with the implementation of an employee benefits program. Our continuous communication with clients and their employees allows Lakeshore Benefit Group Insurance Brokerage, LLC to monitor your benefit plan in order to maximize utilization and minimize cost. The primary job of our consultants is to provide the client with answers to a specific insurance related question as well as general administrative and employee benefit related questions. Lakeshore Benefit Group Insurance Brokerage, LLC values its relationships with clients and is available to help solve any administrative or claim issue that arises. Exceptional customer service is our primary objective. Successful Outcome By partnering with Lakeshore Benefit Group Insurance Brokerage, LLC you will achieve: Comprehensive insurance coverage Competitive pricing Exceptional service Administrative support
Retirement Benefits Rank
Top Benefits
CAPITAL BROKERAGE
CAPITAL BROKERAGE
Simsbury, Connecticut
1-24 employees
Primary responsibilities: Insurance product specialist, carrier product support to staff and agents, product updates. Proactive relationship building through telephone and email initiatives. Leverage technology to grow sales quickly and efficiently.
Retirement Benefits Rank
Market Competitive
STONE ARCH WEALTH ADVISORS
STONE ARCH WEALTH ADVISORS
Wethersfield, Connecticut
1-24 employees
Retirement Benefits Rank
Market Leading