RM Benefit Consultants, located in Cleveland, OH, stands out as a trusted insurance broker with a robust focus on serving local and regional employers. Specializing in medical and ancillary benefits, the firm showcases a commendable track record in catering to the needs of businesses, professional entities, labor organizations, and political entities within Ohio. Their diverse clientele includes notable organizations such as the Board of Trustees of Intl Heat and Frost Insulators, demonstrating their proficiency across the spectrum of industries, with a specific emphasis on business, professional, labor, political, and similar sectors. Affiliated with a local brokerage firm, RM Benefit Consultants leverages this connection to provide personalized and community-oriented services. With a proven history of working with midsize employers, they bring valuable expertise to navigate the complexities of benefits administration, ensuring tailored solutions that meet the unique requirements of each client. The firm's understanding of the local market, coupled with its commitment to excellence, positions it as a strategic partner for employers seeking comprehensive and effective insurance solutions in the Cleveland, OH region.

Allied Insurance & Financial Services, Inc., based in Canton, Ohio, presents a compelling choice for employer benefits buyers looking for a proficient and experienced insurance broker. As a larger office within a local brokerage firm, they offer a unique blend of extensive resources and personalized, community-focused service. What sets this office apart is their demonstrated expertise in working with both small and midsize employers, catering to a diverse range of business needs with customized solutions. Their proficiency particularly shines in the self-funded client segment, where they provide adept guidance and support for local and regional employers. A notable aspect of their service portfolio is their specialization in industries such as bakeries and tortilla manufacturing, showcasing their ability to navigate the specific challenges and requirements of these sectors. They have established a strong track record of success, with top clients including Alfred Nickles Bakery in the bakeries and tortilla manufacturing industry, based in Ohio, with over 140 participants, and Amsted Graphite Materials in the electrical equipment and component manufacturing industry, based in West Virginia, with over 130 participants. This track record underscores their ability to manage comprehensive benefit plans for a diverse workforce, ensuring both employer and employee needs are met effectively. Allied Insurance & Financial Services, Inc.'s Canton office stands out as a robust partner for businesses seeking dedicated, industry-specific insurance and financial services, backed by a team with deep local knowledge and a commitment to their clients' success.

We provide comprehensive HR solutions to companies large, medium, and small throughout the United States. Our services include payroll, human resources, risk management, and benefits. Currently, GMS is partnered with 3,500 businesses across the country, representing 50,000 employees. We give small businesses the buying power of a large corporation under the GMS umbrella. Our experts work with owners and managers to establish safeguards, maintain compliance, defend against claims, and ensure your business is protected from every angle. Working with GMS allows business owners to focus on what matters, knowing we have your back office covered. Contact GMS today to learn more at (330) 382-6130 or visit our website at: www.groupmgmt.com

BE Solutions is a local insurance broker located in Uniontown, Ohio, specializing in serving midsize employers. With their expertise and extensive experience in the insurance industry, BE Solutions caters to a diverse range of clients, particularly those in the miscellaneous manufacturing sector. Notably, they have successfully partnered with JRH Industries LLC, an 80-member employer in the midsize manufacturing industry. At their Uniontown office, BE Solutions collaborated closely with JRH Industries LLC's HR and finance team to develop a tailored self-funding arrangement. This innovative solution was designed specifically to meet the unique needs of JRH Industries LLC's workforce, ensuring comprehensive coverage and cost-effective benefits. Expanding their reach beyond Ohio, BE Solutions operates across multiple states, including Florida, California, North Carolina, Georgia, Minnesota, New Jersey, Missouri, the District of Columbia, Louisiana, Arkansas, and Illinois. Their commitment to providing exceptional insurance brokerage services has earned them a loyal clientele of midsize employers, who rely on BE Solutions for their expertise and industry knowledge. With a keen understanding of the insurance landscape and a deep-rooted understanding of the challenges faced by miscellaneous manufacturing industries, BE Solutions is well-positioned to offer comprehensive and customized insurance solutions. Whether it's risk management, employee benefits, or compliance support, BE Solutions is dedicated to helping midsize employers navigate the complex world of insurance with ease and confidence.

Samar Financial Group, Inc., located in Cleveland, OH, stands as a beacon of expertise in the insurance brokerage realm, particularly catering to the needs of local and regional employers seeking comprehensive medical and ancillary benefits. This office has honed its proficiency in tailoring insurance solutions to suit the unique requirements of businesses in the area. With a robust track record, Samar Financial Group, Inc. has successfully served a diverse clientele, with notable examples such as Three D Metals, a key player in the nonferrous metal industry. The firm's adept team collaborates closely with Three D Metals, overseeing a benefits program that encompasses 230+ participants. This client success story underscores the broker's commitment to delivering tailored solutions that go beyond the one-size-fits-all approach. As an integral part of a local brokerage firm, Samar Financial Group, Inc. leverages its strong regional ties to understand the intricacies of the local business landscape. This local focus allows them to navigate the specific needs of employers in Cleveland and the surrounding areas, ensuring that clients receive personalized, effective insurance solutions. With a keen understanding of the dynamic employer benefits landscape, Samar Financial Group, Inc. in Cleveland is a trusted partner for businesses seeking thoughtful, locally-tailored insurance strategies.

Daneen Marie Purpura's insurance brokerage office, located in Cleveland, OH, stands out as a robust and knowledgeable entity in the field of employer benefits. Specializing in medical and ancillary benefits, this larger office has carved out a niche in servicing local and regional employers, showcasing a deep understanding of diverse industry needs. Key to their success is their expertise in catering to sectors such as building equipment contractors, metalworking machinery manufacturing, and hardware manufacturing industries. This specialization is evidenced by their impressive roster of top clients. Notably, Bookmasters, a significant player in the printing and related support activities industry with over 80 participants, relies on their services. Butech, operating in the metalworking machinery manufacturing industry and having more than 70 participants, and Mcclintock Electric, from the building equipment contractors industry with 40+ participants, are also among their esteemed clientele. Their proficiency isn't just limited to larger corporations; this broker has demonstrated a remarkable ability to meet the unique needs of small employers, offering tailored solutions that address the specific challenges and requirements of this segment. Operating as part of a local brokerage firm, Daneen Marie Purpura's office benefits from a close connection to the community it serves, ensuring a more personalized and responsive service. This local grounding, combined with their broad industry expertise, positions them as a compelling choice for businesses seeking dedicated and specialized insurance brokerage services in the Cleveland, OH area.

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.

Barret Benefits Group, based in Cleveland, OH, stands as a notable local brokerage firm with a distinct expertise in catering to local and regional employers. Their specialization lies in providing medical and ancillary benefits, a niche where they have demonstrated considerable proficiency. This expertise is particularly evident in their work with industries such as cutlery and handtool manufacturing, and miscellaneous durable goods merchant wholesalers. Notably, Barret Benefits Group has established a strong presence in the Cleveland area, partnering with significant local businesses. For instance, they have successfully managed benefits for over 110 participants at Refrigeration Sales Corporation, a prominent player in the miscellaneous durable goods merchant wholesalers industry. Furthermore, their collaboration with Wright Tool Company, a key name in the cutlery and handtool manufacturing sector, handling benefits for over 140 participants, showcases their capacity to handle sizable accounts. Their ability to navigate the complexities of diverse industries, coupled with their local know-how, makes Barret Benefits Group a potentially valuable partner for employers seeking tailored benefit solutions. Their deep understanding of the nuances within these specific sectors enables them to offer customized, effective benefits strategies that align with the unique needs of each employer. For an employer benefits buyer, evaluating Barret Benefits Group's Cleveland office could mean tapping into their local market insight and industry-specific expertise, promising a blend of personalized service and knowledgeable guidance in managing employee benefits.

Morgan Benefits is one of Cleveland and Northeast Ohio's most trusted and respected insurance benefits brokerage and consulting firms helping companies, employees, individuals, seniors and the self-employed. Since our founding in 2002, our commitment to the marketplace has been to get to know our customers and then find them the best and most affordable insurance products. We stay in touch after the sale and throughout the year to make sure all questions are answered and our customers are well served. Known for our personal and caring service, we strive to make the complicated world of insurance easy to understand. Our customers tell us we succeed!

Covey Run Insurance, situated in Cleveland, Ohio, stands out as a larger office within a local brokerage firm, known for its adept handling of diverse employer needs. Their proficiency particularly shines in working with midsize and small employers, offering tailored solutions that resonate with the unique dynamics of these business sizes. Their expertise is notably robust in sectors such as grocery and related product merchant wholesalers, nursing and residential care facilities, and the management of companies and enterprises, demonstrating a versatile range of industry knowledge. A key strength of Covey Run Insurance is their experience with self-funded clients, which is a significant advantage for employers seeking more control over their benefits plans. This expertise is invaluable for local and regional employers who require a nuanced understanding of their specific market and regulatory environments. Highlighting their capability are their top customers, each exemplifying the breadth and depth of Covey Run Insurance's services. Brewster Cheese Company, a prominent name in dairy product manufacturing in Ohio, benefits from their services with over 110 participants. Similarly, Coblentz Distributing, operating in the grocery and related product merchant wholesalers industry, also in Ohio, entrusts them with the welfare of 40+ participants. Another testament to their proficiency is their collaboration with Commquest Services in the offices of health practitioners industry, supporting over 110 participants. Covey Run Insurance's established track record with these notable clients, coupled with their broad industry expertise, positions them as a reliable and versatile choice for employers in Cleveland seeking comprehensive and customized insurance brokerage services.

Sirak Financial Services helps individuals and businesses prepare for their future by identifying their needs, wants and long-term goals, analyzing their available options and offering solutions to accomplish those goals. We are here to protect, preserve, and prosper our clients and to help them achieve their American Dream. Established in 1957 by Stan Sirak, we are proud to call Canton, Ohio our home. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sirak Financial Services is not an affiliate or subsidiary of PAS or Guardian. + 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. SCL # Exp M/YY

MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.   *Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.