KD Consulting Group's Boston, MA office stands out as a trusted insurance broker, specializing in employer benefits with a strong focus on medical and ancillary coverage. With a wealth of expertise in catering to local and regional employers, KD Consulting Group has become a cornerstone in the insurance landscape. This branch boasts an impressive portfolio of clients, including notable names such as Champion City Transit Management, a key player in the transit and ground passenger transportation sector with over 130 participants. Additionally, the New Bedford Educators Association, representing the insurance and employee benefit funds industry in MA, relies on KD Consulting Group's services for its 1000+ participants. Notably, the Sheet Metal Workers Local Union No 17 Insurance Fund, a major entity in the building equipment contractors industry, trusts KD Consulting Group to manage benefits for their substantial 3870+ participants. Beyond their impressive clientele, KD Consulting Group is an integral part of the local brokerage firm landscape, showcasing a deep understanding of the region's unique needs. With a demonstrated track record of working with large employers, KD Consulting Group's Boston office is synonymous with reliability, expertise, and a commitment to delivering tailored solutions in the complex realm of employer benefits.

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.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

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.

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.

Rogers Grey, a BRP Company, boasts a substantial presence in Barnstable Town, MA, operating from a sizable office equipped to cater to the diverse needs of employer benefits buyers. With a focus on fostering long-term relationships, this regional insurance broker excels in providing comprehensive solutions for businesses of various sizes. This office has a commendable track record in working with self-funded clients, offering adept support to both local and regional employers. Their expertise extends across multiple industries, showcasing notable success stories with esteemed clients such as Atlantic Importing Company, a leader in the professional, scientific, and technical services sector, Cape Air in air transportation, and Cheer Pack NA in food manufacturing. Rogers Grey's specialization spans diverse industries, including building material and supplies dealers, nursing and residential care facilities, and individual and family services. Leveraging their significant experience with midsize employers, this broker has also demonstrated a keen understanding of the unique challenges faced by small employers. As part of a regional insurance broker firm, this office embodies a commitment to excellence, offering tailored solutions that align with the distinctive needs of the employer benefits landscape. With a reputation for reliability and a proven track record, Rogers Grey in Barnstable Town, MA, stands out as a trusted partner for businesses seeking effective and personalized insurance solutions.

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

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.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.