Advisors near Pawtucket, Rhode Island

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EPIC - BOSTON, MA

Needham, Massachusetts

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.

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KARAM FINANCIAL GROUP - PROVIDENCE, RI

Fall River, Massachusetts

Karam Financial Group's Providence, RI office stands out as a prominent player in the insurance brokerage landscape, boasting a substantial presence in the region. With a focus on employer benefits, this larger office has honed its expertise in catering to the needs of local and regional employers, particularly excelling in the realms of medical and ancillary benefits. Distinguishing itself through a diverse clientele, Karam Financial Group has successfully serviced top-tier organizations, including Baycoast Bank, G Lopes Construction, and Inkhouse. These clients span industries such as depository credit intermediation, heavy and civil engineering construction, and advertising/public relations, showcasing the broker's versatility across sectors. Aligning with its commitment to local engagement, Karam Financial Group is an integral part of a local brokerage firm, emphasizing its connection to the community and understanding of regional dynamics. Notably, the broker has demonstrated a commendable track record working with midsize employers, reflecting its ability to navigate the nuanced challenges of this market segment. With a wealth of experience and a client-centric approach, Karam Financial Group's Providence office emerges as a strategic partner for employers seeking comprehensive and tailored insurance solutions. Their proven success with employers of similar scale and diverse industries underscores their capacity to deliver effective benefits strategies in a dynamic business landscape.

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INNOVO BENEFITS GROUP - BOSTON, MA

Concord, Massachusetts

Welcome to Innovo Benefits Group! We are a Boston-based benefits administration and management consulting firm, founded in November 2016, to drive innovation in our industry and better address the increasing level of customization that today’s organizations require to thrive in a changing market. Led by a team of experienced industry executives who combine deep knowledge of employee benefits programs with strong compliance backgrounds, our firm provides a spectrum of employee benefits and services — including administration, plan design, and education — to large and small businesses nationwide. Innovo was founded in November [2016] and has been working to connect with firms that mirror our mission for continuous innovation. In past lives, our team leaders managed benefits practices for respected organizations on both the client and consulting sides of the industry. Our business model was shaped by these experienced benefits professionals, who listened to the needs of the market and committed to delivering a better alternative. SERVICES • Plan Consulting & Marketing • Compliance • Technology & Administration • Education & Wellness • Human Resources Consulting & Administration

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ROGERSGRAY - BOSTON, MA

Kingston, Massachusetts

#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.

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MCWALTER VOLUNTEER INSURANCE AGENCY - BOSTON, MA

Concord, Massachusetts

McWalter-Volunteer is a full service insurance agency that has been providing local, personalized service for personal and business insurance to Massachusetts communities since 1907. Offices in Andover, Concord, Danvers and Maynard, Mass. We offer both personal and business insurance. For personal insurance, we provide automobile, homeowners and watercraft coverage. Our business insurance coverages include fleet auto, errors and omissions, liability and business contractors insurance.

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BUSINESS BENEFITS - BOSTON, MA

Wakefield, Massachusetts

At Business Benefits we look forward to learning about you, your organization, and your employees. Our team is ready to be your preferred resource for all of your employee-benefit needs. Business Benefits counsels regional employers in the development of employee benefit packages. We collaborate with clients to devise and determine the most cost-effective and competitive packages for any circumstance. Business Benefits also guides clients through the ever-changing landscape of healthcare reform and employee benefits. Specialties: Group medical, life, disability, dental, and voluntary insurance products. HSA, HRA, FSA, S125, and COBRA solutions.

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CROSS INSURANCE - BOSTON, MA

Wakefield, Massachusetts

We’re here to protect your team for tomorrow. Whether your team is your family, business, or your employees, you can depend on Cross Insurance to provide insurance options. With over 1,000 talented employees located throughout the Northeast, our team is ready to partner with you. Cross Insurance offers personal insurance, commercial insurance, employee benefits, and bonds. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Cross Insurance was founded in 1954 at the kitchen table of Woodrow W. Cross. Four generations later, it is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.

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MHA SOLUTIONS - BOSTON, MA

Burlington, Massachusetts

MHA Solutions' Boston office, a prominent hub within the larger organization, stands out for its comprehensive expertise in insurance brokering. With a proven track record, they cater to employers of all sizes, showcasing particular strength in dealing with midsize, large, and small businesses alike. Specializing in employer benefits, this Boston-based team has honed its skills through extensive experience with self-funded clients. Their proficiency spans across various industries, most notably excelling in healthcare with clients such as Brockton Hospital and Lawrence General Hospital. In the hospitals sector alone, they serve organizations with participant numbers ranging from 60 to a substantial 1860+, showcasing adaptability and effectiveness across diverse scales. Beyond healthcare, MHA Solutions in Boston demonstrates remarkable competence in the scenic and sightseeing transportation industry, as evidenced by their collaboration with Grand Circle Travel, where they manage benefits for over 270 participants. This diversified industry focus underscores their ability to tailor insurance solutions to the unique needs of different sectors. As a crucial part of a local brokerage firm, MHA Solutions' Boston office not only leverages the resources of a broader network but also ensures a localized understanding of the specific challenges and opportunities within the region. Their commitment to delivering tailored solutions and their extensive experience make them a compelling choice for employers seeking a reliable and adept insurance broker in the Boston, MA area.

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MARSH MCLENNAN AGENCY - WORCESTER, MA

Worcester, Massachusetts

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.

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THE BULFINCH GROUP - MINNEAPOLIS, MN

Needham Heights, Massachusetts

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

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THE BULFINCH GROUP - MINNEAPOLIS, MN

Needham Heights, Massachusetts

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THE HILB GROUP - PROVIDENCE, RI

Warwick, Rhode Island

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

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STARKWEATHER & SHEPLEY - BOSTON, MA

Westwood, Massachusetts

At Starkweather & Shepley, we embrace the entrepreneurial spirit of our clients. It is within this spirit that we can confidently facilitate an effective relationship to assist our clients in managing and reducing their ultimate cost of risk. Our teams of professionals possess the requisite intellectual capital to properly analyze operational, financial, and strategic risk – to best protect your bottom line. www.starshep.com Media/Press Inquiries - Stefan Petrella, [email protected]

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