Advisors near Shrewsbury, Massachusetts
Showing 1 - 12 of 295 results
WEBBER & GRINNELL INSURANCE - SPRINGFIELD, MA
WEBBER & GRINNELL INSURANCE - SPRINGFIELD, MA
Northamption, Massachusetts
At Webber and Grinnell Insurance Agency, Inc, we are committed to providing you with outstanding service for all of your personal and business insurance needs. We are a locally owned, independent insurance agency dedicated to finding the best coverage, at the most competitive rates, for our clients.
THE BULFINCH GROUP - MINNEAPOLIS, MN
THE BULFINCH GROUP - MINNEAPOLIS, MN
Needham Heights, Massachusetts
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
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.
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MILLBROOK BENEFITS AND INSURANCE SERVICES, LLC - SPRINGFIELD, MA
MILLBROOK BENEFITS AND INSURANCE SERVICES, LLC - SPRINGFIELD, MA
East Longmeadow, Massachusetts
We help employers design, implement, and manage employee benefits plans that help businesses achieve their goals,
LEISMAN INSURANCE INC - BOSTON, MA
LEISMAN INSURANCE INC - BOSTON, MA
Waltham, Massachusetts
Leisman Insurance Inc's Boston, MA office stands out as a reliable partner for employer benefits, specializing in medical and ancillary coverage. With a strong focus on catering to the needs of local and regional employers, this office has amassed considerable expertise in tailoring benefit solutions. Their proficiency is particularly evident in the legal services industry, demonstrated by successful collaborations with prominent firms such as Rubin and Rudman, boasting 130+ participants, and Prince Lobel Tye, with 120+ participants. As a part of a local brokerage firm, Leisman Insurance Inc brings a personalized touch to their services, understanding the unique demands of the Boston business landscape. Noteworthy is their commitment to midsize employers, showcasing a nuanced understanding of this market segment. The demonstrated track record with these employers attests to their ability to navigate the intricacies of benefit planning effectively. Leisman Insurance Inc's Boston office doesn't merely offer coverage; it provides a strategic partnership. Their comprehensive approach to benefits and proven success with notable clients make them a compelling choice for any employer seeking tailored solutions in the dynamic landscape of employee benefits.
INSTITUTIONAL INSURANCE GROUP - BOSTON, MA
INSTITUTIONAL INSURANCE GROUP - BOSTON, MA
Hingham, Massachusetts
IIG specializes in providing institutional insurance (BOLI, COLI, ICOLI) as a financial tool to corporations, financial institutions, and qualified investors. Our clients include banks, insurance companies, and Fortune 500© firms. Our products are widely used by financial institutions, corporations, and investors to mitigate liabilities, provide tax efficiency, and help improve total return on assets. IIG looks to provide the most efficient products from the markets’ best insurance carriers when determining solutions for our select clientele. Our relationships span multiple carriers and distribution channels to provide individually customized programs that stand the test of time.
ATLANTIC RESOURCE GROUP, LLC - BOSTON, MA
ATLANTIC RESOURCE GROUP, LLC - BOSTON, MA
Medfield, Massachusetts
Atlantic Resource Group specializes in assisting employers develop, communicate and maintain their employee benefit plans and programs.
LHS BENEFITS - BOSTON, MA
LHS BENEFITS - BOSTON, MA
Concord, Massachusetts
Located in the bustling business hub of Boston, MA, the LHS Benefits office is a prominent player in the insurance brokerage arena. Boasting a substantial team, this larger office stands out for its extensive experience in catering to the unique needs of self-funded clients. Their proficiency in navigating the intricacies of stop loss and limits, coupled with a nuanced understanding of pharmacy costs, positions them as a valuable resource for employers seeking comprehensive coverage. With a notable clientele, including Butcherbox Opco in the professional, scientific, and technical services industry, Commonwealth Care Alliance in individual and family services, and Kymera Therapeutics in scientific research and development, LHS Benefits has proven its mettle across diverse sectors. These successes underscore their expertise in scientific research and development services as well as individual and family services industries. Affiliated with a local brokerage firm, this office brings a localized touch to their services. Particularly noteworthy is their adeptness in serving midsize employers, demonstrating a keen understanding of the nuanced needs of this segment. Furthermore, their track record with large employers attests to their scalability and ability to navigate the complexities of larger organizational structures. For an employer benefits buyer seeking a seasoned and versatile partner in the insurance landscape, the LHS Benefits office in Boston, MA, stands out as a compelling choice.
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.