Goetzmann & Associates, located in Syracuse, NY, stands out as a premier insurance broker, specializing in tailoring comprehensive employee benefits solutions for local and regional employers. With a strong emphasis on medical and ancillary benefits, this office boasts a deep understanding of the unique needs of businesses in Syracuse and its surrounding areas. One of their notable achievements is their successful partnership with Weitsman Recycling, a prominent player in the waste management and remediation services industry. This collaboration has resulted in tailored benefit plans that cater to the well-being of over 260 participants within the organization. Goetzmann & Associates' proficiency extends beyond their collaboration with Weitsman Recycling, showcasing a broad spectrum of expertise across the waste management and remediation services sectors. What sets this office apart is its affiliation with a local brokerage firm, emphasizing a commitment to the community and a nuanced understanding of the local business landscape. The team at Goetzmann & Associates demonstrates a proactive approach, staying abreast of industry trends to provide innovative and effective benefit solutions. For employers seeking a reliable partner in navigating the intricacies of employee benefits, this Syracuse-based office is a trusted ally with a proven track record of delivering tailored and effective solutions for businesses of all sizes.

Basketball’s point guard is one of the most recognizable positions in all of sports. The point guard leads the team on the court, recognizing when a play is not working and guides the team in running a new play to adjust to changing conditions. Point Guard was founded to bring together many companies and professionals servicing all aspects of personal and business financial services and to guide our clients to success. We offer our clients access to elite advisors through our nationwide network. The founding members of Point Guard are experienced in helping individuals and businesses to achieve their financial goals. Wealth-Rx is a diversified insurance and investment firm specializing in serving high net worth individuals and businesses. Ashe & Klinetop CPAs are experts in business valuations and complex tax strategies for businesses and individuals. Point Guard was founded to unite these and other professional firms to provide you elite personal and corporate insurance and financial services.

Ensurably, LLC, headquartered in Watertown, NY, stands as a trusted partner in the realm of employee benefits brokerage. With a keen focus on crafting tailored solutions, Ensurably has garnered the trust of prominent clients, including Claxton-Hepburn Medical Center and Carthage Area Hospital. Their expertise lies in navigating the complexities of benefits packages, ensuring that both employers and employees find value and satisfaction. By prioritizing relationships and understanding the unique needs of each client, Ensurably offers a personalized approach to benefits management. Their commitment to excellence and local knowledge positions them as a leader in the field, dedicated to enhancing employee well-being and organizational health.

Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Convergence Insurance & Advisory Services, operating out of Syracuse, NY, stands out as a noteworthy local brokerage firm, particularly adept in catering to the specific needs of local and regional employers. Their specialization is prominently seen in their management of medical and ancillary benefits. This expertise has been demonstrated through their successful partnerships with a diverse array of clients in various industries. One of their top clients, Giovanni Food Co, operates in the fruit and vegetable preserving and specialty food manufacturing industry. Convergence has skillfully managed benefits for over 60 participants at Giovanni Food Co, showcasing their ability to handle intricate requirements in this sector. Additionally, their proficiency extends to the depository credit intermediation industry, as evidenced by their collaboration with Pathfinder Bank. Here, they have efficiently overseen benefits for more than 110 participants, underlining their capability to cater to the financial sector's unique needs. Furthermore, Usherwood Business Equipment, active in the professional and commercial equipment and supplies merchant wholesalers industry, has also benefited from Convergence's services. Managing benefits for over 80 participants at Usherwood, Convergence has demonstrated a deep understanding of the demands and challenges specific to this field. Their diverse portfolio, featuring clients from different sectors such as depository credit intermediation, fruit and vegetable preserving and specialty food manufacturing, and professional and commercial equipment and supplies merchant wholesalers, highlights their broad expertise. This versatility makes Convergence Insurance & Advisory Services a valuable partner for employers seeking comprehensive and industry-specific benefits solutions in the Syracuse, NY area.

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.

Bene-Care Agency, located in Rochester, NY, stands out as a larger office within the local brokerage firm landscape, renowned for its comprehensive expertise in catering to local and regional employers. Their proficiency particularly shines in the realm of medical and ancillary benefits, positioning them as a go-to resource for midsize employers seeking tailored insurance solutions. Their clientele roster includes noteworthy organizations such as Action For A Better Community, a prominent figure in the individual and family services industry. With Bene-Care's guidance, they efficiently manage benefits for over 110 participants. Another key client, Cantalician Center For Learning, also in the individual and family services sector, benefits from Bene-Care's expertise in handling benefits for more than 180 participants. Demonstrating versatility, Bene-Care also extends its services to the tech world, notably serving Clf Ontario D/B/A Solu Technology Partners in the computer systems design and related services industry, supporting over 230 participants with their insurance needs. Bene-Care's proficiency isn't limited to these industries alone. They have exhibited remarkable skill across various sectors, including architectural, engineering, and related services, showcasing their ability to adapt and meet the diverse requirements of different industries. This adaptability, combined with their deep-rooted experience with midsize employers, makes them a valuable ally for businesses seeking robust, industry-specific insurance solutions. In essence, Bene-Care Agency in Rochester, NY, embodies a blend of extensive local expertise, diverse industry proficiency, and a client-centric approach, making them a reliable partner for employers seeking comprehensive insurance solutions.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

Upstate Financial Network, LLC is a financial planning company located in Upstate New York. Our group has over 38 years of experience to offer our clients the very best service and customized financial planning services to meet individuals and businesses.

Nestled in the heart of Syracuse, New York, Eba Services stands as a beacon of expertise in the realm of employee benefits. With a focus on tailored solutions and a commitment to client satisfaction, this local brokerage firm has garnered acclaim for its dedication to the well-being of both businesses and their employees. Drawing from years of experience, Eba Services specializes in catering to the needs of self-funded employers, navigating the intricate landscape of employee benefits with finesse and precision. Their approach is marked by a personalized touch, recognizing that no two businesses are alike and therefore deserving of unique solutions. Among their esteemed clientele are notable names such as The Business Council of New York State, Inc. Insurance Fund and Willow Run Foods, Inc., testimony to Eba Services' sterling reputation within the industry. Their ability to forge lasting partnerships and deliver tangible results speaks volumes about their commitment to excellence. At Eba Services, they understand that employee benefits are not just about policies and premiums but about fostering a culture of care and support within organizations. With their guidance, businesses can navigate the complexities of employee benefits with confidence, knowing that their employees' well-being is in capable hands.