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Showing 1 - 5 of 5 results
PRIVATE FINANCIAL DESIGN, LLC
PRIVATE FINANCIAL DESIGN, LLC
South Hadley, Massachusetts
1-24 employees
Private Financial Design, LLC takes a holistic approach to Our client's planning needs. Our mission is focused on providing the most thorough financial planning and advice available for each generation of Our clients. It is Our goal to deliver excellent service that exceeds Our client's expectations. We are partnered with Cambridge Investment Research (CIR). CIR is recognized as one of the nation’s top independent Broker Dealers. Registered Representative, offering securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Private Financial Design, LLC are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Retirement Benefits Rank
Top Benefits
PARTRIDGE ZSCHAU INSURANCE AGENCY, INC.
PARTRIDGE ZSCHAU INSURANCE AGENCY, INC.
Turners Falls, Massachusetts
1-24 employees
Partridge-Zschau Insurance Agency, Inc. is based in Turners Falls, Massachusetts. We are a small independent insurance agency focused on serving Franklin County and beyond since 1891.
Retirement Benefits Rank
Top Benefits
FRAZER INSURANCE AGENCY, INC.
FRAZER INSURANCE AGENCY, INC.
Windsor, Vermont
1-24 employees
With over 70 years of collective experience, Frazer Insurance Agency has provided comprehensive commercial insurance solutions to businesses in Vermont, New Hampshire, Maine, Massachusetts, and New York. We have established long-standing relationships with some of the nation’s top providers including Nationwide, Liberty Mutual, Safeco, Travelers, and Concord Group. Securities and Advisory services offered through GWN SECURITIES, INC. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Frazer Insurance Agency, Inc. and GWN Securities, Inc. are non-affiliated companies This is not an official site of GWN SECURITIES, INC. (GWN) or its affiliates. The site may contain links that are contained on a third party website. GWN, its representatives or advisors do not endorse or accept responsibility for the content, or use, of the website. GWN, its representatives or advisors assume no liability for any inaccuracies, errors/omissions in or from any data or information provided on the pages. No part of this site is intended to make a recommendation or a testimonial for or about a security, service or product, to provide investment, tax or other advice. No strategy assures success or protects against loss. Past Performance is no guarantee of future results. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states.
Retirement Benefits Rank
Market Laggard
THE INSURANCE SOURCE, INC.
THE INSURANCE SOURCE, INC.
Keene, New Hampshire
1-24 employees
Representing the finest insurance companies in the business, The Insurance Source, Inc., is an Independent Insurance Agency specializing in personal, commercial and life insurance. The agency also provides specialty programs tailored for specific types of businesses and their unique business needs. The Insurance Source’s approach is to get to know their customers, customers’ families and their lifestyles so they are properly protected. With The Insurance Source you are not just a policy number receiving cookie-cutter service. The professional team at The Insurance Source builds a relationship with their goal being you feel safe, secure and comfortable in asking all your questions. The staff first and foremost proactively serves and satisfies their customers. They never lose sight of the importance of clients and the trust they have shown by allowing The Insurance Source to service their insurance needs which is why they say The Insurance Source, “The source for all of your insurance needs.”
Retirement Benefits Rank
Market Competitive
SOLID BENEFITS GROUP
SOLID BENEFITS GROUP
Leominster, Massachusetts
1-24 employees
Solid Benefits Group is a full service employee benefits brokerage. Partnering with your team, we provide a single source for your benefits plan solutions. Independent of the insurance companies, our mission is to meet the individual needs of our clients. We work for YOU. As a fully independent brokerage, we work with all major insurance carriers. It is our job to seek out superior plans for the lowest costs, regardless of the carrier. Our #1 goal is to offer you access to comprehensive benefits packages that will save your company both time and money. Exceptional customer care is an integral part of the culture at Solid Benefits Group. By taking a personal approach to serve our clients and their employees, SBG has become a trusted adviser to organizations throughout the Northeast. Learn more about how a relationship with Solid Benefits Group can be valuable to your business.
Retirement Benefits Rank
Market Leading