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TOP 30 Insurance brokerage advisors in Massachusetts
204 results found
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Merrill Lynch Financial Advisor Thomas C Aurigemma
Merrill Lynch Financial Advisor Thomas C Aurigemma is a trusted institution located at 1414 Main Street, Springfield, Massachusetts, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. As a finance institution, Merrill Lynch offers a wide range of services, including investment advisory, financial planning, and brokerage services. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making any financial decisions. With a focus on asset allocation, diversification, and rebalancing, Merrill Lynch aims to help clients navigate the complexities of the financial world. Trusted by many, Merrill Lynch is a subsidiary of Bank of America Corporation, offering various investment, insurance, and annuity products. With a team of experienced financial advisors, Merrill Lynch is dedicated to helping clients achieve their financial aspirations.
Phillips Insurance Agency, Inc.
Phillips Insurance Agency, Inc. is a trusted leader in the insurance industry, with over 60 years of experience serving clients in Chicopee, Massachusetts and beyond. Specializing in health and insurance agency services, our team of licensed professionals is dedicated to providing the best coverage on the market. Whether you need construction insurance, personal insurance, life & health insurance, or auto insurance, we are here to help. As a member of the National Association of Surety Bond Producers and licensed with major bonding companies, we offer a range of services including risk management review, loss control analysis, claim handling overview, and flexible financing options. Our account managers are knowledgeable and ready to assist you with all your insurance needs.
David Fesko at Comparion Insurance Agency
David Fesko at Comparion Insurance Agency is a trusted insurance agency located in the heart of Springfield, Massachusetts. With a commitment to providing top-notch service and personalized insurance solutions, David Fesko and his team are dedicated to helping clients protect what matters most. Whether you are in need of home, auto, life, or business insurance, you can count on David Fesko at Comparion Insurance Agency to find the perfect coverage for your needs. Visit us at 1 Federal Street to learn more about how we can help you secure peace of mind for the future.
Webber and Grinnell Insurance, an Alera Group Company
Webber & Grinnell Insurance, an Alera Group Company, is a client-focused, independent insurance agency located at 98 Lower Westfield Road, Holyoke, Massachusetts, United States. With over 150 years of experience, we have been providing insurance protection to individuals and businesses throughout New England. Our team of professionals is dedicated to being your trusted advisor, offering comprehensive insurance solutions to protect you from the unexpected and plan for the predictable. We are one of the largest agencies in Western Massachusetts, known for our stability, professionalism, and competitiveness. At Webber & Grinnell Insurance, we offer trusted advice and insurance solutions to protect what matters most to you. Whether you are an individual or a company of any size, we provide coverage and risk management solutions tailored to your specific needs. Our team can help you attract, retain, and protect your team with the right insurance coverage.
E.J. Stochaj Insurance Agency
E.J. Stochaj Insurance Agency is a reputable insurance agency located at 93 West Main Street in Dudley, Massachusetts, United States. With a commitment to providing personalized and reliable insurance solutions, they offer a wide range of coverage options to meet the unique needs of their clients. Whether you're looking for auto, home, life, or business insurance, their experienced agents are dedicated to helping you find the right policy at the best possible price. Trust E.J. Stochaj Insurance Agency to protect what matters most to you.
Starkweather & Shepley Insurance Brokerage Inc.
Starkweather & Shepley Insurance Brokerage Inc. is a leading insurance agency located at 198 Charlton Road in Sturbridge, Massachusetts, United States. Specializing in providing cost-effective commercial insurance and risk management solutions, Starkweather & Shepley caters to a wide range of businesses, from start-ups to established enterprises. With a team of experienced professionals, they work closely with clients to customize insurance solutions that protect against potential losses. In addition to commercial insurance, Starkweather & Shepley also offers personalized insurance plans for individuals and families. Understanding that each client has unique insurance needs, their team creates tailored solutions to safeguard against life's unexpected events.
Duke Insurance Brokerage, Inc.
Duke Insurance Brokerage, Inc. is an insurance agency located at 200 Center Street in Ludlow, Massachusetts, United States. We specialize in providing insurance and employee benefits, always putting the client's needs first. Our services include health, dental, short and long term disability, long term care benefits, and more. We work with a variety of carriers both in Massachusetts and out-of-state to find the best plan for your business and employees. At Duke Insurance Brokerage, you can expect personalized service and a commitment to finding the right coverage for you. Unlike other brokers, we are not affiliated with a specific carrier, ensuring fair and unbiased services. Our team is always available to answer your questions and provide assistance in person or over the phone. Visit our testimonials page to see why we are a company you can trust.
Merrill Lynch Financial Advisor Kenny Simon
Merrill Lynch Financial Advisor Kenny Simon is located at 25 Burlington Mall Road in Burlington, Massachusetts, United States. With over 15,000 Merrill Lynch Financial Advisors spread across all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve the lives they desire. Our team of advisors offers a wide range of financial services, including investment advisory, financial planning, and brokerage services. It is important to note that investing involves risk, and our advisors do not provide legal, tax, or accounting advice. We recommend consulting with your own advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering products and services through affiliates of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Visit us today to begin your journey towards financial success.
Merrill Lynch Financial Advisor David YC Wang
Merrill Lynch Financial Advisor David YC Wang is located at 45 William Street in Wellesley, Massachusetts, United States. David has a background in financial services, having worked at KPMG Financial Advisory and J.P. Morgan Chase before joining Merrill Lynch Wealth Management. As a Vice President Financial Advisor, David focuses on creating personalized wealth management plans and investment strategies for individuals, families, and businesses. He leverages the resources of Merrill Lynch and Bank of America to address client's financial goals and preferences, offering advice on investments, retirement planning, insurance, tax strategies, and lending solutions. David holds a master's degree in accounting and taxation, and is licensed in securities brokerage and investment advising. He is also fluent in Mandarin and enjoys traveling, film making, and electronic music production in his free time. Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals by understanding their priorities and connecting them to the right solutions. David's mission is to understand each client's unique situation and design a personalized plan to help them pursue their financial objectives while managing investment risks. By focusing on potential solutions that align with client's goals, David aims to turn aspirations into reality. Through regular conversations and updates, David ensures that the financial approach stays aligned with client's changing life and goals. With access to Merrill's investment insights and Bank of America's banking solutions, David works with clients to develop strategies tailored to their needs. The institution also offers an Investment Personality Assessment to help clients refine their investing preferences and customize their financial approach. By staying informed about changes in client's life and financial markets, David helps clients stay on track to achieve what matters most to them. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to address client's needs and goals. The institution puts clients first, offering dedicated one-on-one relationships with advisors to guide them along their financial journey. With the right advisor by your side, you can navigate the complexities of your financial life and work towards achieving your goals.
Martha's Vineyard Insurance, a Division of Starkweather & Shepley Insurance
Martha's Vineyard Insurance, a Division of Starkweather & Shepley Insurance, is a trusted insurance agency located at 409 State Road in Tisbury, Massachusetts, United States. Specializing in providing cost-effective commercial insurance and risk management solutions, businesses rely on us to protect them from loss. From start-ups to established enterprises, we offer a full range of business insurance options tailored to meet the unique needs of each client. Our experienced team of professionals works closely with individuals and families to customize personal insurance solutions that safeguard against life's unforeseen events. With a focus on understanding the specific challenges facing employers, we guide our clients to the best insurance options available.
World Insurance Associates LLC (formerly Allan M. Walker)
World Insurance Associates LLC (formerly Allan M. Walker) is an established insurance agency located at 120 High Street in Taunton, Massachusetts, United States. With a history dating back to 1847, the agency has been serving the community of Taunton and surrounding areas with a wide range of commercial and personal insurance services, as well as bonds. Following the merger with World Insurance Associates, the agency continues to provide dedicated service to all clients, offering a personalized approach to meet individual insurance needs. The agency prides itself on offering a variety of products and services to cater to the evolving needs of its clients. Whether it's protecting a business with a commercial package policy or advising on investment property ownership, the experienced staff at World Insurance Associates is committed to providing expert guidance and support.
World Insurance Associates LLC
World Insurance Associates LLC is an insurance agency located at 38 Main Street, Saugus, Massachusetts, United States. Established as a family-owned and operated insurance agency, Tarpey Insurance Group has been providing high-quality personal and commercial insurance services for years. Under the leadership of James J Tarpey, the agency has continued to thrive, with his children and grandchildren now actively involved in the business. The agency is committed to offering the best service possible to its customers and has recently become part of World Insurance Associates. With multiple locations in Massachusetts, including Wakefield, Melrose, Arlington, and Saugus, Tarpey Insurance Group is easily accessible to clients in the area. The dedicated staff goes above and beyond to make clients feel like family and provide them with the best insurance options.
Drislane & Mastroianni Brokerage
Drislane & Mastroianni Brokerage is a reputable insurance agency located at 2000 Commonwealth Avenue in Newton, Massachusetts, United States. With a team of experienced brokers, we offer a wide range of insurance products and services to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are dedicated to providing personalized solutions and exceptional customer service. Contact us today to discuss your insurance needs and let us help you find the coverage that best fits your lifestyle and budget.
Merrill Lynch Financial Advisor Dan Whiting
Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.
John Cercone -TD Bank Merchant Solutions Payment Advisor
Welcome to John Cercone - TD Bank Merchant Solutions Payment Advisor, your trusted partner in finance located at 751 Main Street, Waltham, Massachusetts. We specialize in providing comprehensive payment processing solutions and beyond, tailored to meet the unique needs of your business. Our services are designed to not only streamline your payment processes but also enhance customer engagement through innovative apps that offer loyalty rewards, manage employees and payroll, and provide real-time inventory tracking and reporting. At John Cercone - TD Bank Merchant Solutions, we understand the importance of security in the digital age. That's why we offer fully encrypted transactions and advanced software and hardware monitoring with TransArmorSM. Our PCI-compliant solutions come with Data Breach Protection to ensure your business and customer data remain safe.
Gerry Vescera -TD Bank Merchant Solutions Payment Advisor
Welcome to Gerry Vescera - TD Bank Merchant Solutions Payment Advisor, your trusted partner in Mansfield, Massachusetts, for all your payment processing and financial service needs. Conveniently located at 280 School Street, we specialize in providing comprehensive solutions designed to elevate your business operations. At TD Bank Merchant Solutions, we believe that payment processing is just the beginning. Our innovative apps are crafted to enhance customer engagement through loyalty rewards, streamline employee and payroll management, and offer real-time inventory, order tracking, and reporting capabilities. Customize your solution with our BusinessTrack tools to track sales, identify trends, and analyze customer segments and spending patterns, ensuring your business stays ahead of the curve.
Zachary Jordan -TD Bank Merchant Solutions Payment Advisor
Welcome to Zachary Jordan - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 547 Broadway, Methuen, Massachusetts. Specializing in a comprehensive range of payment processing services, we offer much more than just transactions. Enhance your business operations with our innovative apps designed to boost customer engagement through loyalty rewards, efficiently manage employees and payroll, and provide real-time insights into inventory, order tracking, and reporting. Tailor your financial strategies with BusinessTrack, a powerful tool that helps you track sales, identify trends, and analyze customer segments and spending patterns. Our solutions are designed to empower your business with the insights needed for growth and success.
Merrill Lynch Financial Advisor Bob O'Brien
Welcome to Merrill Lynch Financial Advisor Bob O'Brien's office, located at 101 Derby Street, Hingham, Massachusetts. With a rich heritage rooted in financial wisdom and a commitment to personalized service, Bob O'Brien is dedicated to helping clients navigate the complexities of wealth management. Bob's approach is grounded in understanding what matters most to you. By engaging in thoughtful conversations, he aims to design a personalized plan that aligns with your financial goals while managing potential investment risks. As a client, you benefit from Bob's deep understanding of the markets, informed by timely insights from Merrill and banking solutions from Bank of America.
Zachary Jordan -TD Bank Merchant Solutions Payment Advisor
Welcome to Zachary Jordan - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions, located at 51 State Street, Newburyport, Massachusetts. Specializing in comprehensive merchant services, we go beyond payment processing to offer a suite of innovative tools and technologies designed to elevate your business operations. At TD Bank Merchant Solutions, we provide apps that enhance customer engagement through loyalty rewards, streamline employee and payroll management, and offer real-time insights into inventory, order tracking, and reporting. Customize your financial solutions with BusinessTrack, a powerful tool for tracking sales, identifying trends, and analyzing customer segments and spending patterns.
Tierney & Dalton Associates Inc
Tierney & Dalton Associates Inc is a premier store located at 89 Cliff Street in Douglas, Massachusetts, United States. Specializing in high-quality products and exceptional customer service, our institution offers a wide range of items for all your needs. Whether you are looking for home decor, gifts, or everyday essentials, Tierney & Dalton Associates Inc has you covered. Visit us today and experience the difference that sets us apart from the rest.
Raymond James
Raymond James is a renowned finance institution located at 136 Dwight Road in Longmeadow, Massachusetts, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and personalized financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Raymond James has a team of experienced professionals dedicated to helping you make informed decisions and secure your financial future.
HUB International
HUB International is a leading finance institution located at 12 Somers Road in East Longmeadow, Massachusetts, United States. With a strong reputation for providing expert financial services, HUB International offers a wide range of solutions to meet the needs of businesses and individuals alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for insurance, investment, or risk management services, HUB International has the expertise and resources to help you succeed. Visit their office today to learn more about how they can assist you with your financial needs.
HUB International
HUB International is a leading insurance agency located at 96 Shaker Road in East Longmeadow, Massachusetts, United States. With a commitment to providing personalized insurance solutions for individuals and businesses, HUB International offers a wide range of insurance products and services to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping customers navigate the complexities of the insurance industry and find the coverage that best suits their needs. Whether you are looking for personal insurance, business insurance, or employee benefits, HUB International is here to help. Contact them today to learn more about how they can assist you with your insurance needs.
Wheeler & Taylor, Inc.
Wheeler & Taylor, Inc. is a reputable insurance agency located at 333 Main Street in Great Barrington, Massachusetts, United States. With a strong commitment to providing personalized service and comprehensive coverage options, they have been serving the community for many years. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to helping you find the right policy to meet your needs. Visit Wheeler & Taylor, Inc. today for expert guidance and peace of mind knowing your assets are protected.
McCormick Financial
McCormick Financial, located at 209 West Central Street in Natick, Massachusetts, is a finance institution led by experienced financial advisor Myles McCormick. With over 21 years of experience, McCormick provides portfolio guidance and brokerage services to individuals, focusing on understanding their unique investment, insurance, and financial planning needs. As an independent professional, McCormick offers a wide range of mutual funds and insurance products from various companies, ensuring that clients receive personalized recommendations tailored to their risk tolerance and goals. Clients of McCormick Financial value the long-term relationships built on trust and attentiveness to their financial needs. Whether you are a new investor or looking to reevaluate your current portfolio, McCormick offers a complementary analysis to help you develop a plan for your financial goals. Please note that the information provided by Emerald Publications is for informational purposes only and should not be considered a solicitation.
Merrill Edge
Merrill Edge is a finance institution located at 303 Walnut Street, Newton, Massachusetts, United States. At Merrill, we have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best. We strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Merrill offers a broad range of brokerage, investment advisory, and other services. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Additional information is available in our Client Relationship Summary.
Merrill Edge
Merrill Edge is a finance institution located at 1761 Massachusetts Avenue in Lexington, Massachusetts, United States. At Merrill, we have the people, tools, and personalized advice and guidance to help turn your ambitions into action. Our advisors can help you pursue your goals and plan for what matters most to you, meeting with you in the way that works best. We offer a broad range of brokerage, investment advisory, and other services to help you achieve your financial goals. Please note that investing in securities involves risks, and there is always the potential of losing money. For more information about our services and privacy practices, please review our Online Privacy Notice and FAQs. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Additional information is available in our Client Relationship Summary.
Streetlight Financial
Streetlight Financial, located at 8 Main Street in Northampton, Massachusetts, offers comprehensive financial services tailored to meet the individual needs of our clients. With a focus on client advocacy, customization, and bespoke financial solutions, we provide services such as life insurance, disability income insurance, investment strategies, retirement plans, estate planning, and business transition planning. Our proactive review schedule ensures that our clients receive regular updates and support to help them achieve their financial goals. We prioritize communication and transparency, and our team is dedicated to protecting the data and privacy of our clients. Streetlight Financial is affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., ensuring that our clients receive top-quality investment advisory and brokerage services. Trust Streetlight Financial to guide you towards financial stability and success.
Merrill Lynch Wealth Management
Located at 1 South Pleasant Street in Amherst, Massachusetts, Merrill Lynch Wealth Management offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. With three different ways to connect with us, Merrill understands that every financial journey is unique. Receive expert advice on inflation, interest rates, volatility, and investment strategies from the Chief Investment Office. Take a quick quiz to receive actionable next steps for your long-term financial goals. Remember that investing involves risk and past performance does not guarantee future results. Consult with legal and tax advisors before making any financial decisions. Merrill offers brokerage, investment advisory, and other services to meet your needs. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its subsidiaries. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. Bank of America Private Bank and U.S. Trust Company of Delaware are divisions of Bank of America, N.A. and wholly owned subsidiaries of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and its affiliated banks. Contact a Merrill financial advisor to learn more about the differences between brokerage and investment advisory services.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1319 Beacon Street in Brookline, Massachusetts, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. Your journey to connecting with an advisor begins by providing your name and location. Please note that investing involves risk, and there is always the potential to lose money. Merrill Lynch does not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. The institution offers various investment, insurance, and annuity products, as well as trust and fiduciary services. Merrill Lynch is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. The institution aims to provide clients with information about products and services that may be of interest. Please be aware that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies. Merrill Lynch is committed to providing quality financial services and guiding clients towards their financial goals.
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