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.

managers (PBMs) and other specific pharmacy providers. One notable example of their successful collaboration is with Genesys Works National Office, an esteemed employer in the educational services sector. HUB International partnered with their HR and finance team to establish a tailored self-funding arrangement, PPO plan, and a pharmacy benefit management (PBM) program specifically designed to cater to the unique needs of their 110-member workforce. This highlights HUB International's ability to customize insurance solutions and offer specialized support to meet the specific requirements of their clients. Serving clients across Maryland, Virginia, and West Virginia, this Houston-based branch of HUB International extends its expertise to a diverse range of employers, including Acec Life/Health Insurance Trust Benefit Consortium and Genesys Works National Office. Their extensive knowledge and experience in the insurance industry, coupled with their unwavering commitment to customer satisfaction, make HUB International a trusted partner for large and midsize employers seeking comprehensive insurance and employee benefit solutions.

OneDigital's Houston, TX office stands as a bastion of specialized expertise in the realm of employer benefits. Renowned for their acute understanding of local and regional employer needs, this branch focuses keenly on crafting comprehensive medical and ancillary benefit solutions. Their proficiency spans industries like chemical and allied products merchant wholesalers and retail trade, exemplified by their stellar service to top-tier clients. Among their notable clientele are industry giants such as Meglobal Americas, boasting over 240 participants in the chemical and allied products merchant wholesalers sector. Similarly, Teco-Westinghouse Motor Company, a stalwart in the electrical equipment and component manufacturing industry, benefits from OneDigital's services with over 190 participants. Us Expediters, a key player in the retail trade industry, also entrusts them, with over 160 participants reaping the benefits. Part of a distinguished national insurance brokerage firm, this branch of OneDigital leverages this affiliation to fortify their offerings, ensuring a breadth of resources and support for their clients. With a track record that speaks volumes about their prowess, they've showcased their adeptness in navigating the landscape for midsize employers, providing tailored solutions that strike the perfect balance between cost-efficiency and comprehensive coverage. This office exemplifies a commitment to excellence and client-centric solutions that are not just competitive but transformative in the realm of employer benefits.

Kilpatrick Companies, LLC is a wholesale General Agency and benefits consulting firm located in Houston. We work with a network of independent brokers, agents, and consultants to write, service, support, and consult on employee benefits programs that include medical, dental, vision, life, and disability products.

Securance Agency is a reputable insurance broker operating from their office in Houston, Texas. With a strong presence in multiple states, including Texas, North Carolina, Oklahoma, Illinois, Virginia, Arizona, Alaska, California, Florida, Missouri, South Carolina, Wisconsin, Tennessee, Alabama, Georgia, Ohio, Louisiana, South Dakota, New York, Michigan, New Jersey, Indiana, Maryland, Oregon, Mississippi, and Nebraska, they serve a wide range of clients. This particular office of Securance Agency has gained recognition for their exceptional work with Memorial Mri & Diagnostic, Pllc, a prominent employer in the medical and diagnostic laboratories industry. Collaborating closely with the HR and finance team, Securance Agency assisted in establishing a tailored self-funding arrangement that catered specifically to the unique needs of the company's 370 members. In addition to their successful partnership with Memorial Mri & Diagnostic, Pllc, Securance Agency boasts an impressive portfolio of employer clients, including Harbor Healthcare System. Their expertise extends to various industries, including medical and diagnostic laboratories, management, scientific, and technical consulting services. Securance Agency stands out as a local insurance broker with a deep understanding of the specific challenges and requirements faced by large employers. With their extensive knowledge and experience, they provide comprehensive insurance solutions that align with the diverse needs of their clients. Whether it's structuring self-funding arrangements or designing tailored coverage plans, Securance Agency is committed to delivering exceptional service and protecting the interests of their clients in the ever-evolving insurance landscape.

Advanced Insurance Services, Agency Inc., a reputable local insurance broker located in Katy, Texas, has gained recognition for its exceptional customer service and expertise in the industry. Serving clients across Texas and New Jersey, their commitment to excellence is evident through positive client reviews. One noteworthy example of their work is their partnership with Tek Leaders Inc, a prominent employer in the computing infrastructure providers, data processing, web hosting, and related services industry. Collaborating closely with Tek Leaders' HR and finance team, Advanced Insurance Services, Agency Inc. facilitated the implementation of a self-funding arrangement and designed a customized insurance plan that catered to the unique needs of their 60 members. The client portfolio of Advanced Insurance Services, Agency Inc. in the Katy office extends to include esteemed companies such as CNET Global Solutions, Inc, GreenByte Technologies, LLC, It America Inc, and SwankTek. This diverse client base demonstrates their ability to provide comprehensive insurance solutions to midsize and small employers across various industries. With a positive M Score, Advanced Insurance Services, Agency Inc. has earned a reputation for their wide-ranging experience and expertise in serving clients of different sizes and industries. Their strong proficiency lies in the fields of computer systems design and related services, professional, scientific, and technical services, as well as computing infrastructure providers, data processing, web hosting, and related services. Employers seeking insurance solutions can rely on Advanced Insurance Services, Agency Inc. for their expertise in working with self-funded employers and their dedication to designing tailored insurance plans. With a focus on exceptional customer service and a deep understanding of the insurance landscape, Advanced Insurance Services, Agency Inc. is committed to protecting the interests of their clients and providing them with the utmost peace of mind.

Insgroup is one of the nation’s leading independent strategic risk and insurance advisors. For over 40 years, we've established a reputation for relentless client advocacy, integrity, and exceptional service. As of November 2020, Insgroup has become a partner in the Baldwin Risk Partners Group (BRP) to drive continued growth and further expand the breadth and depth of services we offer clients. BRP is an entrepreneur-owned and inspired insurance distribution holding company delivering solutions that give clients the peace of mind to pursue their purpose, passion, and dreams. Culturally aligned with Insgroup and maintaining an unwavering client focus our partnership enables Insgroup to deliver comprehensive insight beyond insurance. Our clients benefit from a highly tailored plan design, high-tech enrollment, compliance services, and cutting-edge benefits administration technology. We pride ourselves on providing high-quality solutions at the lowest cost. Insgroup is one of the largest independent insurance brokers in Texas with offices in Houston, Dallas, Austin, and San Antonio. We are consistently ranked by Insurance Journal as one of the 100 largest independent property and casualty insurance agencies in the United States.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,000 industry-leading professionals across more than 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

Sofer Steiner & Associates, LLP is a company based out of 2700 Post Oak Blvd., Ste. 1150, Houston, Texas, United States.