Insurance, Employee Benefits, and Financial Services

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

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.

Full Spectrum Benefits, headquartered in Boston, MA, boasts a robust office location with a strong focus on serving local and regional employers. With a specialized emphasis on medical and ancillary benefits, this branch demonstrates commendable expertise within the New England business landscape. Notably, Full Spectrum Benefits has cultivated a diverse clientele, including prominent entities like Teikametrics, a key player in advertising and public relations services, with over 110 participants. Federal Marine Terminals, operating in support activities for water transportation in Maine, is another testament to the broker's wide-ranging capabilities, managing benefits for a workforce exceeding 120 individuals. This office stands out as an integral part of a reputable local brokerage firm, further enriching its resources and networking capabilities. The team exhibits a keen understanding of specific industries, particularly excelling in support activities for water transportation and advertising-related services. Their demonstrated experience with midsize employers underscores their versatility and ability to tailor solutions to varied organizational needs. In summary, Full Spectrum Benefits in Boston emerges as a dynamic and client-centric insurance broker, equipped with a wealth of knowledge, industry-specific prowess, and a proven track record in optimizing employer benefits for businesses across diverse sectors.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

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.

Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our three business segments—Retail, Programs and Wholesale Brokerage—offer a wide range of insurance solutions to businesses and individuals. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.

#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.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

We understand that no two companies are the same. That is why we customize a benefit package that meets the needs, budget, and culture of your organization. While benefit plan design and rate negotiations are an annual event, administration, compliance, and the communication of benefits is never ending. Baystate Benefit Services offers its clients unparalleled services and compliance support all under one roof. We strive to be a true partner; our team of qualified experts are ready to help with any benefits or staffing related question all year long. Let us do the heavy lifting so you can focus on what matters most, your business.