Memorial Financial Services Corp. is an independent, family owned firm. Established in 2000, we are a full service Employee Benefits and Estate Planning brokerage with a heavy focus on customized long term, cutting edge strategies aimed at keeping our clients at the forefront of an ever evolving industry, in the most cost effective manner possible.
Areas of expertise include comprehensive employee benefits packages, including traditional and non-traditional health insurance options, ancillary coverages such as dental, vision, life and disability income insurance. Also, available are worksite coverages such as accident, cancer, critical illness and hospital indemnity policies. We work with a large range of exclusively "A rated" carriers to ensure that you're getting the high quality coverage that you deserve, at a price point that is affordable to your company.
Our Estate Planning services are focused on using some fairly common as well as other non-traditional vehicles to address a wide range of needs, including survivorship, wealth accumulation, protecting businesses using buy/sell agreements, and minimizing tax liability during retirement years.