Holmes Shaw Agency, a reputable local insurance broker based in Marietta, Georgia, operates with a focus on serving clients of large, midsize, and small employers. Their office in Marietta has successfully partnered with United Bank, a 190-member employer in the depository credit intermediation industry. Holmes Shaw Agency collaborated closely with United Bank's HR and finance team to establish a self-funding arrangement tailored to meet the unique needs of their members. With their extensive experience in working with self-funded employers, Holmes Shaw Agency brings valuable expertise to their clients. They have a proven track record of delivering effective solutions that align with their clients' financial goals and requirements. Holmes Shaw Agency caters to a diverse range of employer clients in Marietta, Georgia. Notable clients include Mauldin & Jenkins, CPAs & Advisors, Pinnacle Bank, BankSouth, and BankSouth Mortgage. Their strong industry knowledge and experience across client sizes and sectors have contributed to their favorable M Score, indicating their commitment to excellence and depth of expertise. Specializing in industries such as depository credit intermediation, services (except public administration), and accounting, tax preparation, bookkeeping, and payroll services, Holmes Shaw Agency possesses strong domain expertise in these sectors. Clients can rely on Holmes Shaw Agency's localized presence and industry knowledge to provide comprehensive insurance solutions. Their commitment to understanding their clients' unique needs enables them to deliver tailored plans and services that meet their specific requirements. As a trusted insurance broker in Marietta, Georgia, Holmes Shaw Agency continues to serve clients in Tennessee and beyond, offering strategic insurance solutions backed by their extensive expertise and personalized service.

For decades, Summit Legacy, LLC has been listening to clients and developing insurance and estate planning solutions customized to their unique and changing needs. *Securities are offered through Lion Street Financial, LLC(512.776.8400). member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile dies not necessarily indicate that this Financial Professional can transact business in your state.

Located in the vibrant business hub of Atlanta, Georgia, the Schkabla office boasts a stellar track record as a trusted insurance broker, specializing in employer benefits. With a keen focus on medical and ancillary benefits, this branch has carved a niche for itself by providing invaluable expertise to local and regional employers. One of Schkabla's notable strengths lies in its deep understanding of the unique needs of businesses in the foundation, structure, and building exterior contractors industry. Notably, they have cultivated strong relationships with prominent players like Mid-South Subcontractors, an industry leader in Georgia with over 120 participants. The Schkabla team has demonstrated exceptional proficiency in navigating the intricacies of this sector, earning the trust of clients through tailored benefit solutions. As part of a distinguished local brokerage firm, the Atlanta-based Schkabla office stands out for its commitment to personalized service and a comprehensive understanding of the dynamic insurance landscape. Their hands-on approach and extensive experience in the foundation, structure, and building exterior contractors industries make them a go-to choice for businesses seeking reliable and strategic benefits solutions in the heart of Atlanta.

Bernard William & Company, headquartered in Savannah, GA, is a distinguished local brokerage firm known for its expertise in providing employer benefits, particularly in the medical and ancillary benefits sectors. This office, established in 1934, has garnered a reputation for delivering a combination of quality, service, and value, partnering with a range of financially sound and reputable insurance companies. As a family-owned insurance agency, Bernard William & Company extends its services to both individuals and employer groups, offering a comprehensive suite of insurance products. These include auto, home, boat, personal property, traditional life, health, dental, and long-term care insurance. Their ability to cater to diverse insurance needs has made them a trusted choice among local and regional employers. The firm's local expertise is evident in its work with prominent clients, such as South Georgia Dental Management, a notable player in Georgia's dental industry. With over 430 participants, this client relationship showcases Bernard William & Company's prowess in servicing complex, industry-specific insurance needs, particularly in the offices of dentists sector. Furthermore, the firm's extensive service network is supported by collaborations with several top-tier insurance carriers, including The Guardian Life Insurance Company of America, The Hartford, Sun Life Financial, Principal Financial Group, Assurant, MetLife, CNA, Humana, and United HealthCare. This network enables them to offer tailored risk management and financial planning solutions, emphasizing their mission to shield clients from financial loss. Bernard William & Company's Savannah location stands out for its commitment to superior client service and its ability to address the unique insurance requirements of local and regional businesses, demonstrating a blend of traditional values and modern expertise in the insurance sector.

Bottom Line Benefits, located in Atlanta, GA, stands out as a local brokerage firm specializing in delivering comprehensive insurance solutions to midsize employers. With a strong focus on medical and ancillary benefits, this broker has established a significant presence in the Atlanta business community, particularly among local and regional employers. Their expertise is notably reflected in their diverse portfolio of top clients, such as Exhibitus from the miscellaneous manufacturing industry, featuring over 80 participants. They also cater to the educational services industry, exemplified by their work with North Cobb Christian School, which involves more than 180 participants. Another key client is Southeast Mortgage of Georgia in the nondepository credit intermediation industry, encompassing over 160 participants. These collaborations highlight Bottom Line Benefits' ability to understand and address the unique needs of each sector. The firm's proficiency is especially pronounced in sectors like nondepository credit intermediation and educational services, showcasing their adaptability and in-depth knowledge of various industry-specific requirements. Their approach combines local insights with a broader perspective, ensuring tailored solutions that resonate with the needs of regional businesses. Bottom Line Benefits' commitment to understanding and serving the specific needs of midsize employers in Atlanta is a cornerstone of their service offering. Their expertise in navigating the complexities of insurance for varied industries positions them as a reliable partner for businesses seeking effective and efficient insurance solutions. This blend of local knowledge, industry-specific expertise, and a focus on midsize employers makes Bottom Line Benefits a standout choice for businesses in the Atlanta area.

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