Advisors near Needham, Massachusetts
Showing 1 - 12 of 169 results
ROLAND FLORENZE - PROVIDENCE, RI
ROLAND FLORENZE - PROVIDENCE, RI
East Greenwhich, Rhode Island
Roland Florenze's Providence, RI office stands as a prominent player in the insurance brokerage landscape, boasting a substantial footprint within the city. As a larger office, they leverage their extensive experience to cater to a diverse clientele, excelling in servicing self-funded clients and offering support to both local and regional employers. With a proven track record, Roland Florenze has become a trusted advisor for businesses of varying sizes. Their portfolio showcases successful partnerships with small, midsize, and large employers, underlining their adaptability and competence across the spectrum. Noteworthy is their specialization in the nondepository credit intermediation industry, with a particular focus on clients such as Embrace Home Loans and The Moore Company. The former, a key player in the industry based in RI, benefits from Roland Florenze's expertise, providing insurance solutions to over 470 participants. Similarly, The Moore Company, a significant player in the miscellaneous manufacturing sector in RI, relies on the broker's services for their 120+ participants. As part of a local brokerage firm, Roland Florenze's Providence location seamlessly combines local insights with industry expertise. This synergy positions them as a valuable partner for employer benefits buyers seeking comprehensive and tailored insurance solutions.
PFG NETWORK ADVANTGE - BOSTON, MA
PFG NETWORK ADVANTGE - BOSTON, MA
Needham, Massachusetts
Since 1960, PFG has evolved into a powerful national financial services company that serves $4.22 billion* in assets. From our corporate headquarters in State College, PA, our experienced staff provides extensive support services to PFG's network of independent financial professionals. *Advisory, brokerage, and directly held assets as of 9/30/19. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Additional advisory services offered through Vicus Capital, Inc., a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
STARKWEATHER & SHEPLEY - BOSTON, MA
STARKWEATHER & SHEPLEY - BOSTON, MA
Westwood, Massachusetts
At Starkweather & Shepley, we embrace the entrepreneurial spirit of our clients. It is within this spirit that we can confidently facilitate an effective relationship to assist our clients in managing and reducing their ultimate cost of risk. Our teams of professionals possess the requisite intellectual capital to properly analyze operational, financial, and strategic risk – to best protect your bottom line. www.starshep.com Media/Press Inquiries - Stefan Petrella, [email protected]
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GALLAGHER - PROVIDENCE, RI
GALLAGHER - PROVIDENCE, RI
East Warwick, Rhode Island
Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal
ROGERSGRAY - BOSTON, MA
ROGERSGRAY - BOSTON, MA
Kingston, Massachusetts
#1 "Best Agency to Work For"​ in the United States - Insurance Journal Top #100 Largest Agencies in the United States - Insurance Journal Boston Globe's "Top Places to Work"​ Boston Business Journal's "Best Places to Work"​ (2017-2021) RogersGray, A Baldwin Risk Partner, offers thoughtful, tailored strategic solutions to our clients, their families, and their companies. We serve as a trusted advisor, safeguarding clients’ assets while steering them towards personal and professional growth. Strong relationships with clients are further reinforced by our intense focus on our colleagues and our community, leaning on our shared values to make everyone better together.
INTREPID - BOSTON, MA
INTREPID - BOSTON, MA
Needham, Massachusetts
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.
STRATEGIC BENEFIT ADVISORS - WORCESTER, MA
STRATEGIC BENEFIT ADVISORS - WORCESTER, MA
Southborough, Massachusetts
Strategic Benefits Advisors, Inc. offers independent, fee-for-service benefits consulting that is objective, innovative and practical. We solve our clients'​ most complex benefit issues related to retirement plans, health and welfare plans, and other employee benefits plans such as financial wellness and employee recognition. Our consultants are highly experienced and mobilize quickly to assess your situation, develop creative solutions, and to implement those solutions with unsurpassed quality and attention to detail.
EPIC - BOSTON, MA
EPIC - BOSTON, MA
Needham, Massachusetts
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
COMPARION INSURANCE AGENCY - BOSTON, MA
COMPARION INSURANCE AGENCY - BOSTON, MA
Framingham, Massachusetts
When it comes to insurance options, solutions and flexibility are key. Our agents have access to offerings from Liberty Mutual, but if that’s not the right fit they can also recommend other insurance companies. Comparion agents know the insurance world inside out and will expertly guide customers through the complex process of finding the right coverage.