The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory, and consulting services to businesses and individuals. Working closely with businesses, business owners, and individuals, The Aldrich Group of Companies manages financial, wealth, tax, benefits, and business transition strategies. We serve clients with deep industry expertise in construction, manufacturing, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness, real estate, and a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, and Aldrich Capital Advisors LP.

Valley Insurance Professionals, located in Salem, OR, stands out as a trusted insurance broker specializing in employer benefits for local and regional businesses. With a focus on medical and ancillary benefits, this office exhibits a commendable track record of serving the unique needs of employers in the area. Their expertise extends across various industries, with a notable stronghold in educational services. One of Valley Insurance Professionals' key strengths lies in their partnership with Seiu Local 503 Oregon Public Employees Union, a prominent entity in the educational services industry. Catering to the specific requirements of this union with over 14,410 participants, the broker has demonstrated its ability to navigate the complexities of the sector successfully. This achievement reflects their commitment to understanding and addressing the diverse needs of organizations within the educational services industry. As part of a local brokerage firm, Valley Insurance Professionals brings a personalized touch to their services. Their engagement with a range of local and regional employers showcases a deep understanding of the unique challenges and opportunities present in the Salem, OR business landscape. With a proven track record and a focus on client satisfaction, Valley Insurance Professionals emerges as a reliable partner for employers seeking comprehensive and tailored insurance solutions in the region.

Personal and Corporate Benefit Planning

At Weis & Associates, Inc., we help families, individuals and businesses choose healthcare and life insurance plans. Trust our 40+ years experience to help you make confident decisions from a place of understanding. Whether you need customized employee benefits, retirement planning or consulting services, we are here to help. Weis & Associates, Inc. has been providing counsel to businesses and individuals since 1973. During this time, we have established an independent employee benefit-consulting firm with a cumulative volume in excess of $40,000,000 in annual premium. We maintain this volume of business due to our philosophy to form long-term relationships with our clients. As an extension of our client's Human Resource Department; we assist in the selection, implementation, recommendation and maintenance of their employee benefits.

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.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.

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Benefits By Design, located in Portland, OR, stands out as a robust and experienced insurance broker, particularly skilled in catering to the needs of both midsize and small employers. As a larger office within a local brokerage firm, they offer personalized and comprehensive support to regional employers, ensuring that their unique insurance needs are met with expertise and attention. Notably, this office boasts substantial experience working with self-funded clients, demonstrating their capability to handle complex insurance arrangements and tailor solutions to specific employer requirements. Their expertise spans across various industries, with a strong presence in automobile dealers, pharmaceutical and medicine manufacturing, and activities related to real estate. This diverse industry knowledge enables them to provide versatile and industry-specific insurance solutions. Among their top clients, they proudly serve notable Oregon-based companies. These include C&R Management Group from the real estate industry with over 130 participants, Cascade Utilities in the electric power generation, transmission, and distribution sector with more than 100 participants, and Consumer Cellular in the professional, scientific, and technical services industry, serving over 430 participants. These collaborations reflect their capacity to manage large-scale client requirements and deliver results that align with the specific needs of different industries. Overall, Benefits By Design's Portland office is distinguished by its broad industry expertise, proficiency in handling diverse employer sizes, and its strong track record with both midsize and small businesses. This makes them an excellent choice for employers seeking a reliable and experienced insurance broker that can offer tailored solutions and dedicated support.

Our history dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 60,000 clients throughout the country. Our team is comprised of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resources and support. We bring in-depth knowledge and understanding of tax laws, financial services, investments, insurance, and countless strategies needed to build an effective financial foundation for you. Our firm has access to a full range of investment, insurance, retirement, and enterprise products and services, which we combine into coordinated asset strategies tailored specifically to your objectives.