Advisors near Plymouth, Massachusetts
Showing 1 - 12 of 213 results
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.
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.
ALERA GROUP - PROVIDENCE, RI
ALERA GROUP - PROVIDENCE, RI
Dartmouth, Massachusetts
A repeat winner of the SouthCoast Media Group’s award for Best Insurance Agency, Sylvia Group uses SPS – the SG Protection System – to empower businesses and individuals with performance-based insurance, benefits and financial planning programs. SPS makes our clients active participants in managing risk and containing premiums, resulting in coverage that is both customized and cost-effective. Our areas of business insurance expertise include medical device and other forms of manufacturing, property management and development, municipalities and other nonprofit organizations, construction companies and contractors, and the food and hospitality industry. Our personal insurance products include the basics of home, auto and life, as well as specialty coverages such as cyber, watercraft and valuable items. In addition to making a difference for our clients, we make a difference for our community as a whole by actively supporting and serving many of southern New England’s most reputable and effective nonprofit organizations and institutions. We make a difference for our employees, too, providing competitive wages and benefits, state-of-the-art training and education, ample community service opportunities and an office environment that proves a workplace can be fun as well as professional. In 2020, Sylvia Group became an Alera Group company, enabling us to combine the local, personal service for which we're known with the scope and resources of a national firm.
WTW - BOSTON, MA
WTW - BOSTON, MA
Boston, Massachusetts
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
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THE BALDWIN GROUP - BOSTON, MA
THE BALDWIN GROUP - BOSTON, MA
Westwood, Massachusetts
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.
STRATEGIC BENEFIT SOLUTIONS - BOSTON, MA
STRATEGIC BENEFIT SOLUTIONS - BOSTON, MA
Burlington, Massachusetts
At Strategic Benefit Resources, it is our mission to partner with employee benefit advisors, third party administrators and other intermediaries in order to help them make more informed decisions, create process efficiencies and improve profitability by providing specialized self-funded health plan expertise, custom outsourced services, and unique technology-driven solutions. Strategic Benefit Resources provides a flexible, producer driven model. Our services and resources are custom-tailored to meet the needs of each individual employee benefit advisor. Whether they have an in-depth understanding of self-funded health plans or have a need for more detailed self-funded expertise, Strategic Benefit Resources has a solution to fit each producer's particular needs. Through our strong stop-loss market relationships, our industry expertise, our leadership team and our proprietary risk analysis tools, Strategic Benefit Resources has the solutions. Flexible. Experienced. Results Oriented.
P2 - PROVIDENCE, RI
P2 - PROVIDENCE, RI
Providence, Rhode Island
Nestled in the heart of Providence, Rhode Island, P2 stands as a trusted ally for businesses navigating the complex landscape of employee benefits. With a steadfast commitment to understanding the unique needs of each client, P2 takes a personalized approach to crafting comprehensive benefit solutions. Their expertise extends beyond mere compliance, delving into the realm of strategic planning to ensure that businesses like LIFESPAN CORPORATION not only meet regulatory standards but also thrive in attracting and retaining top talent. What sets P2 apart is their unwavering dedication to client satisfaction. Beyond offering a suite of benefits packages, they prioritize clear communication and ongoing support, serving as a reliable partner every step of the way. Drawing upon years of experience and a deep understanding of the ever-evolving benefits landscape, P2 empowers businesses to make informed decisions that positively impact their bottom line and the well-being of their employees. In a world where employee benefits are more critical than ever, P2 stands as a beacon of expertise and reliability, helping businesses in Providence and beyond navigate the complexities of benefits administration with confidence and ease.
SENTIENL INSURANCE AGENCY - BOSTON, MA
SENTIENL INSURANCE AGENCY - BOSTON, MA
Wakefield, Massachusetts
Sentinel Group is the employee benefits provider who makes it EASY: easy for your people; easy for your business; and easy for you.
BOSTON BENEFIT PARTNERS, LLC - BOSTON, MA
BOSTON BENEFIT PARTNERS, LLC - BOSTON, MA
Boston, Massachusetts
Boston Benefit Partners, an Alera Group Company (BBP) is a client-focused, data driven health and welfare benefits consulting/brokerage firm. Our collaborative team of partners and consultants assists clients in the development, financing, implementation, and communication of medical, dental, life, disability and other employee benefit plans. Data Driven - Our underwriting experience, proactive client management processes, and data analysis expertise ensure that our clients have the information they need to assess their options and make well-informed decisions. Reputation - Founded in 1998, we have earned a reputation for excellence. Known for our fair and equitable Request for Proposals (RFP) process, we obtain the most competitive rates and contract provisions for our clients. Another testimony to our reputation is that BBP has consistently been selected as the consultant for many large, complex government procurements. Experience - Every day, BBP assists our clients with tough questions and issues. Whether we are negotiating a complex renewal or advising on health care reform legislation, our unparalleled experience and depth surpass that of many larger firms. Client Focus - Our specialized teams work together to proactively resolve client issues. We are dedicated to each client and utilize our broad base of expertise to proactively manage each account. When a client contacts us with a question or a problem, we own it, and do not rest until it is answered or resolved. Expect excellence. Get more. ™
USI INSURANCE SERVICES - PROVIDENCE, RI
USI INSURANCE SERVICES - PROVIDENCE, RI
Warwick, Rhode Island
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.