How can I find an insurance broker near Westerly, Rhode Island?

Mployer lets you search for Westerly, Rhode Island-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.

How are insurance brokers in Westerly, Rhode Island paid?

Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.

Can I compare insurance brokers in the Westerly, Rhode Island area?

It can feel overwhelming to sift through the many brokers in the Westerly, Rhode Island area. It's why Mployer provides a free comprehensive list of all Westerly, Rhode Island insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.

What is the difference between an insurance broker, agent, and a consultant in Westerly, Rhode Island?

Insurance brokers, agents, and consultants in Westerly, Rhode Island all have a similar role as they help a business or individual select an insurance company and plan.Agents represent one specific insurance company only for the most part, they sell that insurance company's products.Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected.Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants.You can use Mployer to find Westerly, Rhode Island based insurance brokers and consultants.

Should I hire an independent Westerly, Rhode Island insurance broker?

Finding the best insurance for your business can feel intimidating, as there are a lot of options in Westerly, Rhode Island. For most organizations, it's beneficial to hire an independent broker.An insurance broker local to the Westerly, Rhode Island area will have familiarity to the Westerly, Rhode Island healthcare systems and insurance plans. This gives Westerly, Rhode Island insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.

How do I choose a benefits broker in Westerly, Rhode Island?

It can feel overwhelming to sift through the many brokers in the Westerly, Rhode Island area. That is why Mployer provides a free comprehensive list of all Westerly, Rhode Island insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.

Can I change my insurance broker?

If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Westerly, Rhode Island-based insurance brokers often.If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Westerly, Rhode Island based insurance brokers and consultants for you to review including customer ratings and independent scores.

Will my insurance broker handle my insurance claims?

Insurance brokers in Westerly, Rhode Island do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.

Do all Westerly, Rhode Island brokers have an M Score?

We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Westerly, Rhode Island-based brokers and more are being added every day.

When is the best time to shop for a new insurance broker?

Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Westerly, Rhode Island-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.

Find Top Financial Advisors Near Westerly, Rhode Island

Advisors near Westerly, Rhode Island

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Rhode Island

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Location

Connecticut

Essex Glastonbury Guilford Old Lyme Old Saybrook Wethersfield

Massachusetts

Fall River

Rhode Island

Barrington East Greenwich East Providence Middletown Portsmouth Providence Wakefield Warwick Westerly

Showing 1 - 12 of 30 results

SYMMETRY PARTNERS

Glastonbury, Connecticut

Symmetry Partners, a small investment advisory firm headquartered in Glastonbury, CT, is dedicated to providing comprehensive financial solutions to individual and employer clients. With 68 employees, a small portion of their team focuses on delivering investment advisory services, ensuring personalized attention to each client. The firm's remarkable success is evident in their impressive average of approximately $360,730,000 in assets under management per investment advisor, surpassing industry standards. Symmetry Partners serves a diverse clientele, boasting over 11,190 individual clients who entrust the firm with their financial goals. With a staggering $6,510,881,000 in assets under management, Symmetry Partners exhibits a robust track record in managing both employer 401Ks and individual accounts, showcasing their extensive expertise in this particular space. As a testament to their commitment to client satisfaction, Symmetry Partners operates with full discretion, managing 100% of the assets entrusted to them. This approach ensures that investment decisions are made in the best interest of their clients, aligning with their financial aspirations and risk tolerance. With two offices to better serve their clients, Symmetry Partners values the experience and expertise of their team members. Notably, some of the firm's longest-tenured advisors include Mark Nelson, David Connelly, and Patrick Sweeny, whose extensive knowledge and dedication contribute to the firm's stellar reputation. Symmetry Partners' compensation structure includes various types, such as a percentage of assets under management, demonstrating their commitment to maintaining a fair and transparent relationship with their clients. With their proven track record and client-centered approach, Symmetry Partners continues to stand out as a leading investment advisory firm in the industry.

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EMPOWER FINANCIAL ADVISORY, LLC

Glastonbury, Connecticut

Empower Financial Advisory, LLC, a highly reputable investment advisory firm based in Glastonbury, CT, has been empowering its clients with comprehensive financial solutions. With over 180 individual clients and assets under management surpassing $340,387,000, they have established themselves as a trusted partner in the industry. As a small firm operating from a single office, Empower Financial Advisory, LLC focuses on providing personalized attention and tailored strategies to meet clients' financial goals. They possess extensive experience in managing employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. The firm's commitment to discretion is evident, as 100% of the assets they manage are handled on a discretionary basis. This approach allows their skilled advisors to make informed investment decisions aligned with clients' objectives and risk profiles. Empower Financial Advisory, LLC offers a versatile compensation structure that includes options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures flexibility and transparency in their client engagements, catering to diverse financial needs. With a total of seven employees, including four dedicated to investment advisory services, Empower Financial Advisory, LLC combines expertise and personalized service. Each investment advisor manages an average of approximately $85,100,000 in assets, reflecting their commitment to delivering quality service and meticulous portfolio management. The firm takes pride in its team of experienced advisors, including Nicholas Gerlach, Lori Goeckler, and Ronald Williams, who have consistently provided exceptional guidance and service to their clients. Their tenure and expertise contribute to Empower Financial Advisory, LLC's reputation for excellence and client satisfaction.

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THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.

Warwick, Rhode Island

The Retirement Planning Company Of New England, Inc., located in Warwick, RI, is a small investment advisory firm with a strong focus on retirement planning. With a total of four employees, the company boasts a dedicated team of three experienced advisors who provide comprehensive investment advisory services. The firm manages an average of approximately $81,640,000 in assets per investment advisor, which aligns with the industry average. The Retirement Planning Company Of New England, Inc. prides itself on its diverse compensation structure, offering various options such as a percentage of assets under management and fixed fees. Their client base consists of over 420 individuals, and they manage a substantial amount of assets totaling over $228,244,000. Notably, half of these assets are sourced from employer 401Ks and individuals, reflecting the firm's expertise in this area. With a strong track record in the retirement planning sector, the company's expertise is evident, as 93% of the assets they manage are under their discretionary control. The Retirement Planning Company Of New England, Inc. distinguishes itself through its personalized approach and commitment to helping clients achieve their retirement goals. Operating out of one office in Warwick, RI, the company has cultivated a team of experienced advisors. Notable among them are Sotirios Pappas, Edward Viar, and David Allaire, who have been with the firm for an extended period, demonstrating their commitment to delivering excellent service and trusted advice to their clients.

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MARK SHEPTOFF FINANCIAL PLANNING LLC

Glastonbury, Connecticut

Mark Sheptoff Financial Planning LLC, based out of Glastonbury, CT, is a small investment advisory firm providing comprehensive financial planning services to clients. With over 140 individual clients and more than $376,273,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in serving high net worth individuals, Mark Sheptoff Financial Planning LLC offers personalized strategies tailored to meet each client's unique financial goals and objectives. They possess the expertise to manage various types of accounts, including 401(k)s and individual accounts, although these represent less than 30% of their assets under management. The firm's compensation structure includes different options such as a percentage of assets under management and hourly charges, ensuring transparency and alignment of interests with their clients. With a focus on discretionary asset management, they have full authority to make investment decisions on behalf of their clients. Mark Sheptoff Financial Planning LLC operates from a single office and boasts a team of three employees, with one dedicated to providing investment advisory services. Each investment advisor averages approximately $376,270,000 in assets under management, surpassing the industry average. Mark Sheptoff himself is one of the firm's longest-tenured registered advisors, having been with the company since 2020. His extensive experience and commitment to delivering personalized financial solutions have earned him a reputation as a reliable and knowledgeable advisor in the field.

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SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Providence, Rhode Island

Sheeley & Partners Wealth Management, LLC, a small investment advisory firm based out of Providence, RI, is dedicated to providing comprehensive wealth management services. With a total of three highly skilled employees, their team offers expert investment advisory services to a diverse client base. On average, each investment advisor manages approximately $110,100,000 in assets, which aligns with the industry average. The firm's compensation structure is flexible and includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients receive personalized services tailored to their unique financial goals and needs. Sheeley & Partners Wealth Management, LLC prides itself on its impressive portfolio, overseeing more than $103,906,000 in assets under management for over 70 individual clients. While the majority of their assets are managed for high net worth individuals, the firm also has the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. With a sole office in Providence, the firm has established a strong presence in the local community. The team boasts a wealth of experience, with advisors such as Megan Legere, George Greer, and Lesley Sheeley, who have remained dedicated to the firm for many years. Sheeley & Partners Wealth Management, LLC sets itself apart by offering discretionary management for all the assets they oversee. This allows clients to trust in the expertise of their advisors to make informed investment decisions on their behalf, providing peace of mind and ensuring the best possible outcomes.

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CORRIGAN FINANCIAL INC

Middletown, Rhode Island

Corrigan Financial Inc, a local investment advisory firm based out of Middletown, RI, serves over 1,030 individual clients, managing an impressive $931,917,000 in assets. With 1 office, they have established themselves as a trusted entity within the financial industry. Boasting extensive experience in managing employer 401Ks and individual investments, they possess a deep understanding of this domain. With 100% of the assets they manage being discretionary, Corrigan Financial Inc provides their clients with the flexibility and autonomy needed to meet their financial goals. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose a payment method that aligns with their preferences. The firm's 17 dedicated employees work diligently to deliver exceptional investment advisory services, with 11 of them specializing in this area. On average, each investment advisor oversees approximately $84,720,000 in assets under management, in line with the industry average. Notably, Corrigan Financial Inc takes pride in its team of highly experienced professionals, including Ralph Salvatore, Andre Khalfayan, and Christine Winslow, who have been with the firm for many years. Corrigan Financial Inc's commitment to personalized service and their expertise in managing diverse portfolios make them a valuable partner for clients seeking comprehensive financial guidance. Whether it's retirement planning, wealth management, or other investment strategies, the firm's mission is to help individuals and employers navigate the complexities of the financial landscape with confidence and success.

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LINCOLN CAPITAL CORPORATION

East Greenwich, Rhode Island

Lincoln Capital Corporation is a small investment advisory firm based out of East Greenwich, RI, with two offices. With a team of six employees, four of whom specialize in investment advisory services, the firm has established itself as a trusted partner in managing clients' assets. With an average of approximately $75,840,000 in assets under management per investment advisor, Lincoln Capital Corporation aligns with the industry average. Their compensation structure includes a variety of options, such as a percentage of assets under management and fixed fees, ensuring flexibility for both the firm and its clients. While the firm's managed assets are predominantly discretionary, comprising 99% of the total, they also possess the expertise to oversee employer funds, although 401K and individual accounts account for less than 30% of their assets under management. Catering mainly to high net worth individuals, Lincoln Capital Corporation boasts a client base of over 140 individuals, with a substantial $303,374,000 in assets under management. This success is attributable to their experienced team, which includes long-standing advisors such as Alexander Albert, Sean McGuirk, and Brittany Moran. As a respected investment advisory firm, Lincoln Capital Corporation strives to provide tailored solutions to meet their clients' financial goals. With a strong track record, personalized service, and a commitment to delivering results, the firm has solidified its position in the competitive financial industry.

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ADVICEONE ADVISORY SERVICES, LLC

Glastonbury, Connecticut

Adviceone Advisory Services, LLC, based out of Glastonbury, CT, is a well-established local investment advisory firm with a strong reputation in the financial industry. With over 790 individual clients and an impressive $1,147,578,000 in assets under management, they are committed to providing exceptional wealth management solutions to their clients. As a firm, Adviceone Advisory Services, LLC prides itself on its expertise in managing discretionary assets, with 100% of the assets they oversee falling under this category. While 401K and individual accounts make up less than 30% of their total assets, the firm possesses the necessary capability to effectively manage employer funds. Their client base primarily consists of high net worth individuals, reflecting their specialization in catering to the unique financial needs of affluent clientele. With three offices to serve their clients, Adviceone Advisory Services, LLC employs a team of 44 dedicated professionals. Among them, 15 are experienced investment advisors who provide expert guidance and personalized strategies to their clients. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a transparent and tailored approach to client relationships. Adviceone Advisory Services, LLC boasts an average of approximately $76,510,000 in assets under management per investment advisor, aligning with the industry average. Notably, the firm takes pride in its team's longevity, with advisors like Neil Goldberg, Charles Johnson, and Michael Grossman having served the company for an extended period, contributing to its stability and continuity. Through their comprehensive range of services, Adviceone Advisory Services, LLC continues to empower their clients to achieve their financial goals with confidence and security.

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GSB WEALTH MANAGEMENT, LLC

Guilford, Connecticut

GSB Wealth Management, LLC, headquartered in Guilford, CT, is a reputable investment advisory firm serving a diverse clientele of over 630 individual clients. With an impressive $451,966,000 in assets under management, GSB Wealth Management has established itself as a trusted local institution in the financial services industry. The firm operates three offices strategically located to cater to the needs of their clients. In addition to their core investment advisory services, GSB Wealth Management offers a comprehensive range of financial solutions. They have a dedicated bank department, providing clients with banking services that meet their financial goals. While employer funds constitute a significant portion of their assets under management, they also manage 401K and individual accounts, albeit at a lower proportion. The firm's compensation structure is flexible and diverse, incorporating various models such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the payment method that aligns with their preferences and objectives. GSB Wealth Management boasts a dedicated team of 13 employees, with seven of them specializing in investment advisory services. On average, each investment advisor manages approximately $64,570,000 in assets, which aligns with industry standards. Notably, the firm takes pride in its long-tenured advisors, including Charles Reagle, Brant Walker, and Colleen Venter, who bring a wealth of experience and expertise to the team. As a client-centric organization, GSB Wealth Management, LLC remains committed to providing personalized and tailored financial advice to help clients achieve their financial aspirations and secure their long-term wealth.

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ESSEX FINANCIAL SERVICES, INC.

Essex, Connecticut

Essex Financial Services, Inc. is a well-established regional investment advisory firm headquartered in Essex, CT, with a strong reputation for providing comprehensive financial solutions. With a team of 41 highly skilled professionals, the majority of whom specialize in investment advisory services, the company offers personalized strategies tailored to meet the unique needs of their clients. With an average of $47,220,000 in assets under management per investment advisor, Essex Financial Services, Inc. maintains a solid position within the industry. Their compensation structure includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to accommodate diverse client preferences. Boasting an impressive roster of over 1,960 individual clients, Essex Financial Services, Inc. manages a substantial amount of assets, totaling over $2,771,902,000. While 401K and individual accounts comprise less than 30% of their assets under management, the company possesses the expertise and capability to handle employer funds as well. Significantly, approximately 76% of the assets they manage are discretionary, reflecting the high level of trust placed in their investment decisions. In addition to their investment advisory services, Essex Financial Services, Inc. extends their expertise as an insurance broker or agent, ensuring comprehensive coverage for their clients' financial well-being. With three offices strategically located across the region, the company provides convenient access to their services. Essex Financial Services, Inc. takes pride in their team of experienced advisors, including industry veterans such as James Sullivan, Stephen Bates, and Lisa Mcminn, who have been with the firm for many years. Their dedication to delivering exceptional service and their commitment to building long-term client relationships have contributed to the firm's continued success.

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ESSEX FINANCIAL SERVICES, INC.

Essex, Connecticut

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BENCHMARK WEALTH MANAGEMENT, LLC

Old Lyme, Connecticut

Benchmark Wealth Management, LLC is a highly reputable investment advisory firm based out of Old Lyme, CT. With a team of four dedicated professionals, including two experienced investment advisors, they provide top-notch financial services to a diverse clientele. With an impressive average of approximately $304,860,000 in assets under management per investment advisor, Benchmark Wealth Management surpasses industry standards. The firm's compensation structure is comprehensive and tailored to meet the unique needs of their clients. They offer various types of compensation, ensuring transparency and alignment of interests. Catering to over 180 individual clients, Benchmark Wealth Management manages a substantial portfolio of assets totaling over $340,665,000. Their expertise lies in managing the investments of high-net-worth individuals, constituting the majority of their assets under management. While their focus primarily centers on discretionary management, they also possess the capability to oversee employer funds, although 401K and individual accounts represent less than 30% of their assets. In addition to their investment advisory services, Benchmark Wealth Management acts as a registered representative of a broker-dealer and serves as an insurance broker or agent. This diverse range of services allows them to address the comprehensive financial needs of their clients effectively. Operating from two offices, Benchmark Wealth Management prides itself on its strong foundation and industry experience. Richard Stout and Thomas Britt, two of the firm's longest-tenured registered advisors, contribute their wealth of knowledge to the success and growth of the company. With a steadfast commitment to their clients' financial well-being, Benchmark Wealth Management is a trusted partner in achieving long-term financial goals.

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SUCCESSFUL MONEY STRATEGIES INC

Fall River, Massachusetts

Successful Money Strategies Inc, based out of Fall River, MA, is a highly regarded investment advisory firm that specializes in providing successful money management strategies to a diverse clientele. With over 180 individual clients, they have amassed an impressive $161,442,000 in assets under management. The firm prides itself on delivering personalized financial advice and assistance to help clients achieve their financial goals. As a small firm with one office, Successful Money Strategies Inc offers a range of services to cater to their clients' needs. In addition to investment advisory services, they also function as an insurance broker or agent, providing comprehensive coverage options. Notably, approximately half of their assets under management originate from employer 401Ks or individuals, demonstrating their expertise in this area. With a compensation structure that includes a percentage of assets under management and fixed fees, Successful Money Strategies Inc ensures that their interests align with their clients' financial success. They have three dedicated employees, one of whom is solely focused on providing investment advisory services. The firm's average assets under management per investment advisor, standing at approximately $161,440,000, surpasses the industry average, showcasing their ability to effectively handle substantial portfolios. A standout member of the team is Dennis O'Keefe, one of the firm's longest-tenured registered advisors, having been with Successful Money Strategies Inc since 2004. With his wealth of experience and the firm's dedication to delivering exceptional service, Successful Money Strategies Inc has earned a reputation as a trusted partner for individuals seeking sound financial guidance and successful money management strategies.

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