Advisors near Wellesley Hills, Massachusetts
Showing 1 - 12 of 285 results
ALERA GROUP - WORCESTER, MA
ALERA GROUP - WORCESTER, MA
Worcester, Massachusetts
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.
COMPREHENSIVE INSURANCE PROVIDERS - BOSTON, MA
COMPREHENSIVE INSURANCE PROVIDERS - BOSTON, MA
Cambridge, Massachusetts
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.
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.
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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.
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.
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.
HP PLANNING - WORCESTER, MA
HP PLANNING - WORCESTER, MA
Worcester, Massachusetts
Healthcare Partners Investments, LLC organizes, develops, owns, and operates medical/surgical programs and hospitals. The company also owns hospitals and medical ancillaries. Healthcare Partners Investments, LLC is headquartered in Oklahoma City, Oklahoma.
MCWALTER VOLUNTEER INSURANCE AGENCY - BOSTON, MA
MCWALTER VOLUNTEER INSURANCE AGENCY - BOSTON, MA
Concord, Massachusetts
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.
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.