CIP Group is New England’s most trusted provider of employee benefits, human resource consulting, and financial planning services. Our team of skilled consultants, administrators, and registered investment advisors are guided by a traditional New England commitment to meeting client needs. Our broad range of services reflects that ethic.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

Pacific Gateway Insurance Agency (PGIA) is able to provide the resources of a large insurance company with the personal touch of a small agency. PGIA operates in the far western and southwestern states primarily writing business in California, Arizona, Nevada, and Oregon.

Welcome to Innovo Benefits Group! We are a Boston-based benefits administration and management consulting firm, founded in November 2016, to drive innovation in our industry and better address the increasing level of customization that today’s organizations require to thrive in a changing market. Led by a team of experienced industry executives who combine deep knowledge of employee benefits programs with strong compliance backgrounds, our firm provides a spectrum of employee benefits and services — including administration, plan design, and education — to large and small businesses nationwide. Innovo was founded in November [2016] and has been working to connect with firms that mirror our mission for continuous innovation. In past lives, our team leaders managed benefits practices for respected organizations on both the client and consulting sides of the industry. Our business model was shaped by these experienced benefits professionals, who listened to the needs of the market and committed to delivering a better alternative. SERVICES • Plan Consulting & Marketing • Compliance • Technology & Administration • Education & Wellness • Human Resources Consulting & Administration

We are an employee benefits consulting firm who implements creative solutions and strategies to maximize the value of our clients'​ benefit offerings. The days of the spreadsheet broker are long gone. The past several years have dictated that we become the Swiss army knife of consultants: not only knowing the ins and outs of benefits, but being able to fully integrate that knowledge with a comprehensive understanding of legislation, taxes and subsidies. Our team are true learners and excellent communicators.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2023-152951 Exp 3/25

McWalter-Volunteer is a full service insurance agency that has been providing local, personalized service for personal and business insurance to Massachusetts communities since 1907. Offices in Andover, Concord, Danvers and Maynard, Mass. We offer both personal and business insurance. For personal insurance, we provide automobile, homeowners and watercraft coverage. Our business insurance coverages include fleet auto, errors and omissions, liability and business contractors insurance.