Insurance, Employee Benefits, and Financial Services

Based in the Greater Boston area, The Bulfinch Group is an independent financial services and investment management firm that has been providing personalized financial advice and experienced investment management to individuals, families and business owners since 1994. The Bulfinch Group was founded on two guiding principles -- integrity and character. These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships and being a concerned corporate citizen. The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities, products and services and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not a registered investment advisor. 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. 2023-152951 Exp 3/25

Pacific Gateway Insurance Agency (PGIA) is able to provide the resources of a large insurance company with the personal touch of a small agency. PGIA operates in the far western and southwestern states primarily writing business in California, Arizona, Nevada, and Oregon.

#1 "Best Agency to Work For"​ in the United States - Insurance Journal Top #100 Largest Agencies in the United States - Insurance Journal Boston Globe's "Top Places to Work"​ Boston Business Journal's "Best Places to Work"​ (2017-2021) RogersGray, A Baldwin Risk Partner, offers thoughtful, tailored strategic solutions to our clients, their families, and their companies. We serve as a trusted advisor, safeguarding clients’ assets while steering them towards personal and professional growth. Strong relationships with clients are further reinforced by our intense focus on our colleagues and our community, leaning on our shared values to make everyone better together.

Ironside Insurance Group was founded in 2012 in downtown Boston’s financial district and has grown to become an insurance industry leader. By forging strong relationships with our professional partners and clients that are rooted in honesty and integrity, we have built a reputation for providing the best service and experience available. While we continue to always hope for the best, insurance affords us with the ability to prepare for the worst. Our customer-first mentality aims to help protect our clients’ families, assets, businesses, and overall financial futures. It’s not easy to consistently exceed expectations but our team does just that, every day. The insurance industry is changing and we are constantly adapting and improving right along side to make sure we are able to offer our clients customized solutions to their individual needs. Currently serving MA, NH, RI, ME, CT, NJ & PA, our agency is equipped for the modern era of all things insurance.

At Smith Brothers Insurance we serve as your family confidant and business’s enterprise risk manager. We’ve been in business for over 50 years, as an independently operated, Top 100 Broker, working towards our purpose of Helping Others. We use our consultative approach and personalized service to understand and manage your risk, protect your assets, and help you achieve your goals.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

We help employers manage the current risks and future costs of their health care plans by utilizing self-funding as their most cost effective and transparent health insurance option. An advocate for your plan and its beneficiaries, we help preserve plan affordability while maintaining quality provider access and care. Extensive service offerings and an experienced team allow us to manage every aspect of your health plan – from design and administration to proactive cost control through work-site health and wellness programs and disease management solutions. Diversified Group gives your company the tools and data it needs to gain control over health care expense. Plan members get financial protection and information they can use to maintain good health and a clear pathway to quality care. Diversified Group is a third party administrator based in Marlborough, CT. The Diversified Group of Companies... Your Solution to Health Benefits.

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.

Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.

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