Personal and Corporate Benefit Planning

Aldrich Benefits, based in Portland, Oregon, stands out as a key player in the insurance brokerage industry, especially for employers seeking comprehensive benefits solutions. As part of a reputable regional insurance broker firm, this office brings a wealth of expertise tailored to midsize employers, showcasing a strong track record in managing complex insurance needs with precision and care. Their proficiency particularly shines in the offices of physicians sector, where they have cultivated significant experience. This is exemplified by their successful partnerships with notable clients such as Northwest Acute Care SpecialistsPc and Oregon Anesthesiology Group PC, catering to over 100 and 330 participants, respectively. These collaborations highlight Aldrich Benefits' ability to handle large-scale, specialized requirements in the healthcare sector, ensuring tailored solutions that meet the unique demands of each client. What sets this Portland office apart is their adeptness in working with self-funded clients, a niche that requires a deep understanding of risk management and cost containment strategies. Their approach is not just about providing insurance solutions; it's about creating a sustainable, long-term plan that aligns with the financial and operational goals of local and regional employers. In summary, Aldrich Benefits in Portland, Oregon, is a distinguished choice for midsize employers, particularly in the healthcare sector, looking for a partner who combines regional expertise with a deep understanding of industry-specific challenges and opportunities.

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.

NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).

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.

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.

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.

HUB International's Portland, OR office stands out as a prominent player in the insurance brokerage landscape, boasting a substantial team and a wealth of experience. This larger office is well-versed in catering to the unique needs of both midsize and small employers, showcasing a versatile and client-focused approach. With a proven track record, this HUB International location specializes in supporting self-funded clients, offering valuable expertise to local and regional employers. Their commitment to excellence is exemplified through successful collaborations with a diverse range of industries, including architectural, engineering, and related services, as seen with the American Institute of Architecture Oregon, where they manage benefits for over 160 participants. Additionally, their involvement with Bob's Red Mill Natural Foods in the grain and oilseed milling sector (990+ participants) and Columbia Industries in industrial machinery manufacturing (70+ participants) underscores their ability to navigate various business landscapes. Notably, HUB International's Portland office possesses extensive knowledge in sectors such as medical equipment and supplies manufacturing, nondepository credit intermediation, and sugar and confectionery product manufacturing. As part of a large national insurance brokerage firm, this broker brings forth a robust network and resources, further enhancing their ability to meet the diverse needs of employers. With demonstrated proficiency in servicing both midsize and small enterprises, this office emerges as a reliable partner for employers seeking comprehensive and tailored insurance solutions.

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.