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Personal and Corporate Benefit Planning

Montgomery & Graham, Inc., nestled in the heart of Salem, Oregon, stands as a beacon of trust and expertise in the realm of employee benefits. With a dedication to serving the local community, they offer tailored solutions that prioritize the well-being of both employers and employees alike. Their approach is characterized by a blend of professionalism and personalized care, ensuring that each client receives the attention and support they deserve. From comprehensive health insurance plans to retirement savings options, Montgomery & Graham, Inc. guides their clients through every step of the benefits process with clarity and integrity. With a client roster that includes esteemed institutions like Willamette University, their reputation for excellence speaks volumes. Businesses of all sizes turn to Montgomery & Graham, Inc. for their unmatched expertise and commitment to delivering results. In a world where employee benefits can be complex and daunting, they are the trusted allies that businesses rely on to navigate the landscape with confidence.

Health and Life Insurance Experts as seen on KATU News Channel 2. Portland Benefits Group is a full service brokerage, featuring health and life insurance for the individual and small group market. We offer both private and exchange plans. We have been featured on KATU News Channel 2 for our health insurance expertise. Our relationships with our clients, the local insurers and our knowledge of the health exchanges and new laws allow us to provide expert and best-in-class service to Oregonians across the state. We will help you understand all of your options under Obamacare and will be here to help you afterwards. We handle individual and family health insurance, employee benefits, defined contribution health plans, health insurance subsidies, dental insurance, life insurance, accident insurance, HRA, short term medical insurance, critical illness insurance, long term care insurance, Medicare supplements and Medicare Part D Advantage Plans

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.

Located in the heart of Portland, Oregon, HC-ASSOC's expansive office is a dynamic hub for employer benefits solutions. Boasting a wealth of experience, this larger office has cultivated a robust portfolio, specializing in catering to the diverse needs of both self-funded clients and local/regional employers. With a proven track record in managing benefits for midsize and small employers, HC-ASSOC's expertise spans multiple industries, including industrial machinery manufacturing, travel arrangement and reservation services, as well as management, scientific, and technical consulting services. This broker's comprehensive approach is underscored by their affiliation with a respected local brokerage firm, ensuring clients benefit from a combination of personalized service and extensive industry knowledge. HC-ASSOC has successfully navigated the complexities of the insurance landscape, evidenced by their impressive clientele. Noteworthy associations include the Associated Technologies Council, a key player in the management, scientific, and technical consulting services industry, with over 540 participants. Additionally, they have partnered with Avanti Destinations, a leader in travel arrangement and reservation services in Oregon, boasting a participant count exceeding 100. The broker's reach extends beyond state borders, with a significant presence in the industrial machinery manufacturing sector, exemplified by their collaboration with Ben-Ko-Matic Co in Washington, which employs over 170 participants. In summary, HC-ASSOC's Portland office is a strategic ally for employers seeking tailored insurance solutions, blending local insight, industry acumen, and a proven commitment to client success.

Durham and Bates is a Portland-based insurance brokerage firm, employee-owned with more than 40 Associates. Durham and Bates is honored to partner as an Insurance Broker and Outsourced Risk Manager to the Northwest's most admired companies, spanning a wide range of industries. The firm applies its team approach and specialized technical and industry expertise to middle market companies with sophisticated exposures and risk management needs.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.

Compensation Strategies Group, located in Portland, Oregon, stands as a distinguished insurance broker, particularly for midsize and small employers. As a part of a local brokerage firm, this office is characterized by its larger size and is renowned for its adept handling of medical and ancillary benefits. Its expertise is not just confined to a single industry but spans across various sectors, showcasing its versatility and deep understanding of different organizational needs. Among its top clientele, Coda, a prominent entity in the professional, scientific, and technical services industry, relies on Compensation Strategies Group for its comprehensive benefit solutions, catering to over 130 participants. Similarly, Directors Mortgage, a key player in the nondepository credit intermediation industry, entrusts this broker with the welfare of over 170 participants. Another notable client is Outside In, belonging to the community food, housing, and emergency and relief services sector, with more than 140 participants under the broker's care. This Portland office's proficiency extends to sectors like educational services and museums, historical sites, and similar institutions. Their approach is tailored to meet the unique demands of each industry, ensuring a bespoke service that aligns with the specific needs of each client. The team's extensive experience with local and regional employers further cements their position as a reliable and knowledgeable partner in employee benefits planning and implementation. With a focus on creating tailored solutions for each client, Compensation Strategies Group's Portland office exemplifies a blend of local expertise and wide-ranging industry knowledge, making it a valuable asset for employers seeking robust and effective insurance and benefit strategies.

Serving the Northwest Since 1933. Family owned and operated! Top Insurance broker serving Oregon and Washington. We offer all lines of insurance - Business, Personal (Home, Auto, Boat, Motorcycle, Umbrella), Employee Benefits, Life and Health.

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.