At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.

Anchor Agency Real Estate Services, located in Albany, NY, stands out as a prominent insurance broker with a particular strength in catering to the needs of midsize employers. Operating as a significant branch of a local brokerage firm, this larger office boasts a rich portfolio of experience, especially in working with self-funded clients. Their expertise spans various industries, with notable success in partnering with local and regional employers. A testament to their proficiency is reflected in their impressive clientele. They have developed robust relationships with leading companies such as Capital Region Orthopaedics Associates Pc, a key player in the offices of physicians industry, providing services to over 190 participants. Similarly, Anchor Agency has effectively supported Depaula Chevrolet, a renowned name in the automobile dealers industry, catering to the needs of more than 130 participants. Another hallmark of their service excellence is demonstrated in their collaboration with Pioneer Bank, a major entity in the depository credit intermediation industry, where they manage benefits for over 210 participants. Their ability to adapt and provide tailored solutions across diverse sectors like offices of physicians, automobile dealers, and depository credit intermediation industries is a clear indicator of their versatile and comprehensive approach to insurance brokerage. This adaptability, combined with their deep-rooted local presence and significant experience with midsize employers, positions Anchor Agency Real Estate Services as a top choice for employers seeking competent and reliable insurance solutions in the Albany, NY area.

Insurasource 365, based in Albany, NY, stands as a prominent insurance broker offering unparalleled services to local and regional employers. With a robust focus on medical and ancillary benefits, this office location boasts a wealth of expertise tailored to meet the diverse needs of employers in the area. One of Insurasource 365's noteworthy strengths lies in its successful collaborations with key organizations, such as the Healthcare Association of New York State. In the religious, grantmaking, civic, professional, and similar organizations industry, Insurasource 365 has demonstrated its proficiency by serving the Healthcare Association of New York State with over 150 participants. Additionally, their impact extends to the Healthcare Association of New York State Group Insurance Trust, an industry leader with a staggering 28,480+ participants in the #N/A sector. What sets this Albany-based location apart is not just its impressive client portfolio but also its extensive understanding of diverse industries, particularly religious, grantmaking, civic, professional, and similar organizations. As part of a local brokerage firm, Insurasource 365 combines global resources with local insights, ensuring a comprehensive and tailored approach to employer benefits. With a commitment to excellence, this office is positioned as a trusted partner for businesses seeking comprehensive and effective insurance solutions in the Albany, NY region.

Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer

We are a national insurance brokerage based in Clifton Park, New York. We work with broker dealers, banks, and independent advisors in all 50 states. We are committed to helping advisors and their clients perfect the risk management piece of their portfolio using insurance products and our custom services. Contact Us! Phone: (518)877-8557. E-mail: [email protected].

Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer

Berkshire Hathaway Inc., located in Pittsfield, MA, is a distinguished local brokerage firm renowned for its proficiency in catering to the needs of local and regional employers, especially in the realm of medical and ancillary benefits. This office has carved a niche for itself through its deep understanding and expertise in the outpatient care centers industry, a testament to its ability to tailor solutions to the unique demands of this sector. One of their noteworthy clients is Sheehan Health Group, a prominent player in the outpatient care centers industry based in Massachusetts. The collaboration with Sheehan Health Group, which has over 40 participants, underscores Berkshire Hathaway's capability to manage substantial and complex benefit needs effectively. This partnership is a clear indicator of their ability to handle large-scale and specialized insurance requirements. Berkshire Hathaway's Pittsfield office stands out for its personalized approach to insurance brokerage. They prioritize understanding the specific needs of each client, ensuring that the solutions offered are not just comprehensive but also precisely aligned with the client's requirements. Their success in working with clients like Sheehan Health Group demonstrates their ability to deliver high-quality, tailored services. This office's deep-rooted knowledge of the local and regional market dynamics, combined with its specialization in the outpatient care centers industry, positions it as a go-to insurance broker for employers seeking robust, industry-specific insurance solutions. Their commitment to excellence and client satisfaction makes them a valuable partner for businesses aiming to secure comprehensive and reliable insurance coverage for their employees.

Located in Albany, NY, Worksite Benefits Of Capital Dist. stands out as a reliable insurance broker specializing in employer benefits. Boasting extensive knowledge of the local and regional landscape, this office excels in crafting comprehensive medical and ancillary benefit solutions for businesses. Their expertise extends across various industries, with a notable focus on management, scientific, and technical consulting services. One of their distinguished clients, Kw Mission Critical Engineering DPC, a leader in the management, scientific, and technical consulting services industry, attests to the office's prowess. With over 270 participants, this partnership underscores Worksite Benefits Of Capital Dist.'s ability to cater to the unique needs of businesses, providing tailored benefit packages that enhance employee well-being. Being part of a local brokerage firm further reinforces their commitment to the community, ensuring a nuanced understanding of the specific challenges and opportunities within the region. This local connection enables them to deliver personalized service, adapting their offerings to meet the diverse requirements of businesses in Albany and beyond. Worksite Benefits Of Capital Dist. emerges as a trusted partner for employers seeking expert guidance and tailored solutions in the dynamic landscape of employee benefits.

Located in Pittsfield, MA, the Unknown insurance broker is a trusted partner for employers seeking comprehensive benefits solutions. With a strong focus on both medical and ancillary benefits, this office boasts a deep understanding of the local and regional landscape. Leveraging their expertise, they have successfully served a diverse array of businesses, particularly excelling in the nursing and residential care facilities and educational services industries. Among their notable clientele are esteemed organizations such as Berkshire Healthcare Systems, a leader in the nursing and residential care facilities industry, with a substantial participant base exceeding 780. Additionally, the Kripalu Center For Yoga and Health, a key player in the educational services sector, entrusts this broker with the benefits of over 100 participants. As a pivotal part of a large national insurance brokerage firm, the Unknown location in Pittsfield brings forth not only localized knowledge but also the backing of a nationwide network. This affiliation ensures that clients benefit from a wealth of resources and innovative solutions. With a track record of catering to prominent employers and industries, this office stands as a reliable choice for employers navigating the complexities of employee benefits in the Pittsfield area.