Hub International

Jackson Hole Insurance offers tailored insurance solutions for high-net-worth individuals and families, focusing on loss prevention, claims reporting, and connecting clients with reputable insurers to secure competitive coverage and protect personal wealth.

Clark 401k Consulting is a professional services firm specializing in independent consulting and fiduciary services for both individuals and employers. The company's core business involves designing, strategizing, planning, and managing retirement plans, with a focus on ensuring employees' retirement readiness.

Zavitz Insurance & Wealth is a professional services firm specializing in wealth management and insurance solutions. They cater to both individual clients and businesses, focusing on long-term financial security and well-being. Their services include guidance and support for disability, critical illness, business overhead, and life insurance claims, ensuring clients are protected and advised throughout the claims process.

BLS Wealth Management specializes in financial management with business solutions, estate planning, and personal financial advice.

Quintes offers administration, management, and advisory services for organizations' retirement plans.

WealthPlan Advisors is a consulting firm specializing in wealth management and advisory services for individuals, families, and corporations. The company offers a comprehensive suite of services, including financial planning, investment management, cash flow analysis, and retirement plan consulting. With a presence in Arizona, Utah, Missouri, and Tennessee, WealthPlan Advisors is dedicated to guiding clients through their financial journeys by providing tailored solutions to meet their unique needs.

CSI Advisory Services specializes in retirement plan consulting and wealth management, focusing on helping clients achieve successful retirement outcomes for their employees. The company offers a range of services, including fiduciary and investment governance, participant outcomes, financial wellness, and financial coaching. Additionally, CSI Advisory Services provides private wealth management, portfolio strategy, asset allocation, and investment monitoring, catering primarily to decision-makers in hospitals and educational institutions. By guiding organizations through the complexities of retirement planning, the firm aims to enhance the financial well-being of participants and ensure effective governance of investment strategies.

Niedermeyer Risk Management is a Beaverton, Oregon-based firm that offers employee benefits consulting and both commercial and personal insurance services. The company focuses on risk management and specializes in the hospitality and construction industries, particularly serving wineries and professionals such as architects, general contractors, and tradespeople. Niedermeyer Risk Management is dedicated to fostering strong relationships with insurance carriers and developing associations, enabling the firm to share valuable information and resources with a national network of professionals. Through its tailored services, the company aims to meet the unique needs of its clients while effectively managing their insurance and risk management requirements.

Kornerstone is a financial services firm that specializes in creating customized financial plans and investment advisory services for both individuals and corporations. The company focuses on helping clients articulate and achieve their investment and financial objectives through tailored wealth management and retirement programs. By serving a diverse clientele, including corporate and non-profit organizations, Kornerstone provides effective strategies that ensure convenience and competitive pricing. Their robust portfolios are supported by a comprehensive quantitative research platform, allowing clients to navigate their financial journeys with informed decision-making and strategic insights.

Millennium Advisory Services is a fee-only financial planning and asset management firm that specializes in serving clients within the education sector. This includes employees of colleges and universities, as well as endowments and foundation boards. The firm offers a range of services, including financial planning advice, investment management, retirement plan sponsor services, and portfolio recommendations for employee investments. By focusing on the unique needs of its clientele in education, Millennium Advisory Services aims to provide tailored financial solutions that align with their specific goals and objectives.

IBG Financial Partners is a provider of investment management services that specializes in fiduciary and retirement plan consulting. The company focuses on assisting plan sponsor clients to achieve successful retirement outcomes. It offers comprehensive support in areas such as investment strategy, plan design, administration, and cost and tax considerations. By delivering tailored solutions and expert guidance, IBG Financial Partners aims to facilitate clients' journeys toward effective retirement planning.

Alpha Pension Group is a retirement consulting firm focused on serving corporations and nonprofit organizations. The company specializes in fiduciary governance and investment analytics, offering comprehensive services designed to enhance retirement planning and employee education. By providing guidance in retirement planning, Alpha Pension Group aims to assist organizations in effectively managing their retirement offerings and ensuring compliance with regulatory standards. The firm does not sell retirement plans, instead concentrating on delivering expertise and support to help clients navigate the complexities of retirement benefits.

Benefex Consulting provides advisory services on employee benefits, retirement planning, and compensation packages for employers. The firm designs and administers employee benefits and group insurance programs, supports executive and individual insurance, and helps clients understand how commissions affect program pricing. Its services cover compliance, including FMLA and workers' compensation, as well as medical and voluntary benefit plans. Benefex operates across Canada and the United States, including provinces such as British Columbia, Alberta, Saskatchewan, Ontario, Yukon, and Northwest Territories, and has a presence in Florham Park, New Jersey. The firm guides employers and employees in choosing and managing benefits and retirement offerings.

ProCorp Financial Inc. is a boutique consulting firm based in Ottawa, Canada, specializing in benefits and retirement solutions. The company offers a comprehensive suite of services that includes estate planning, group benefits, life insurance, critical illness insurance, and disability insurance. Established to provide tailored consulting services, ProCorp Financial focuses on helping individuals and organizations navigate their financial and insurance needs. As of October 2019, ProCorp Financial operates as a subsidiary of HUB International Limited, enhancing its capabilities and reach in the consulting market.

Perennial Pension & Wealth is an independent financial services firm based in New York, specializing in pension, retirement planning, and wealth management for both organizations and individuals. The company focuses on delivering tailored financial strategies that address the unique needs of its clients, helping them to realize their financial objectives. By prioritizing a personalized approach, Perennial Pension & Wealth aims to provide comprehensive solutions that support the long-term financial well-being of its customers.

The Insurance Exchange, Inc., established in 1967 and based in Rockville, Maryland, is a subsidiary of HUB International Limited. It operates as an independent insurance agency, specializing in providing tailored insurance coverage to both businesses and individuals. The company's services encompass employee benefits consulting, commercial property and casualty insurance, loss control, risk management, and wealth management, aiming to deliver comprehensive and value-driven insurance solutions to its clients.

Founded in 2005, Sheridan Road Financial is an independent investment consulting firm specializing in customized strategies for corporate and individual clients. Recognized as one of the leading advisors for corporate retirement plans, they offer institutional investment consulting, executive benefits, participant services, wealth management, and financial planning.

The Ward Agency is a family-owned insurance brokerage firm, established in 1964 by Jack Ward and currently led by his sons, Scott and Jay Ward. With a strong foundation built on integrity, the agency specializes in employee benefit programs, retirement plans, workplace wellness initiatives, and individual health and life insurance plans. The Ward Agency employs advanced technology and professional consulting services to deliver comprehensive and cost-effective solutions to a diverse client base, including 150 corporate employers and numerous individual clients. Often regarded as an extension of clients' HR departments, the agency fosters long-term relationships characterized by open communication and results-driven performance, with some partnerships lasting over 30 years. The Ward Agency operates from offices in Longview and Tyler, Texas, leveraging over 100 years of combined experience to meet the needs of its clients.

Independent Financial Concepts Group Ltd. is a managing general agency based in Concord, Canada, that offers financial advisory and insurance brokerage services. Founded in April 1999 by Gary Mandel and Jaymie Bongard, the company has established itself as a significant player in the Toronto market, emphasizing the importance of effective interactions among all stakeholders. Independent Financial Concepts Group provides a range of services, including life and disability insurance, retirement planning, employee benefits, and segregated funds, to help individuals and businesses achieve their financial objectives. The firm is recognized for its innovative approach, continuously updating its Advisors with the latest information and products in the insurance market. As of 2018, it operates as a subsidiary of HUB International Limited.

Der Manouel Insurance Group is a multi-line insurance brokerage based in Fresno, California, specializing in various vertical markets including agriculture, transportation, non-profits, and construction. The company has a strong foundation in niche property and casualty programs and also offers employee benefits and financial services. With a commitment to serving business clients with specialized needs, Der Manouel Insurance Group's team works diligently to provide the appropriate insurance coverage at competitive prices, ensuring comprehensive protection, effective loss control, and compliance with relevant regulations. This dedication has positioned the firm among the top 300 privately held insurance agencies in the United States.

IPS Advisors is an independent life and health benefits brokerage and consulting firm based in Dallas, Texas. The company specializes in providing financial planning and management services, focusing on corporate employee benefits, 401k retirement plans, and executive benefits. Additionally, IPS Advisors offers actuarial services and life insurance consulting aimed at business succession planning, estate planning, and serving the needs of family offices and high net worth individuals. Through its comprehensive approach, the firm assists clients in navigating complex financial landscapes and optimizing their benefits.

Summit Financial Corporation, based in Wilmington, Massachusetts, specializes in delivering tailored retirement and employee benefit plans to organizations and individuals across the United States. The company offers a wide range of services, including consulting, actuarial support, administration, and investment management for both qualified and non-qualified employer-sponsored retirement plans. Additionally, Summit Financial provides comprehensive solutions in areas such as income tax compliance, business operations consulting, insurance planning, long-term care, education funding, executive deferred compensation, and retirement income management. By focusing on these diverse financial services, Summit Financial aims to help clients maximize growth and safeguard their financial and human capital.

Hubbard-Bert is an employee benefits consulting firm that provides comprehensive services through its subsidiaries. The company specializes in third-party administration, offering full-service solutions such as COBRA administration, spending accounts, dental and vision benefits, as well as ACA reporting. Additionally, Hubbard-Bert extends its expertise to retirement and financial planning services through its Wealth Management and Pension Services division. The firm is led by a team of experienced professionals who have joined Hub's affiliate, The HDH Group, Inc., ensuring a strong alignment with Hub HDH's operational strategies.

Parq Advisors is a premier independent firm specializing in life insurance and estate planning services for ultra-affluent individuals and families, including high-profile athletes, entertainers, executives, and entrepreneurs. With over 115 years of combined experience, the firm employs a team-based approach to ensure personalized attention and comprehensive service. Parq Advisors collaborates with leading law firms, accounting firms, and business management firms to integrate insurance planning seamlessly into clients' overall financial strategies. The firm offers a range of services, including life settlements, private placements, premium financing, fiduciary compliance, estate analysis, and asset accumulation, tailored to the specific needs of their clientele. By maintaining relationships with over 50 reputable carriers, Parq Advisors provides clients with optimal pricing and stability in their insurance solutions. The firm’s commitment to integrity, transparency, and professionalism underpins its legacy of client service, which is central to its success in the industry.

Gwaltney & Associates, Inc. is an insurance agency located in Anchorage, Alaska, dedicated to serving customers throughout the state. Established in 1998, the company offers a comprehensive range of personal insurance options, including auto, health, boat and watercraft, recreational vehicle, inland marine, personal umbrella, renters, farm and ranch, jewelry floaters, homeowners, and motorcycle insurance. Additionally, Gwaltney & Associates provides various commercial insurance coverages such as business owners policies, general liability, commercial auto bonds, and specialized insurance for sectors like agribusiness, restaurants, and healthcare. The company also addresses employee benefit needs by offering healthcare and medical supplement insurance. Gwaltney & Associates serves its clients through a network of customer service representatives and an online support center. As a subsidiary of HUB International Limited, it continues to maintain a strong presence in the insurance market in Alaska.

Greene Hazel Insurance Group is an insurance brokerage firm based in Jacksonville, Florida, founded in 1984. The company specializes in risk management consulting and handling insurance placements across various sectors, including property, casualty, personal, and employee benefits. It offers a wide range of personal insurance products, such as auto, home, renters, and motorcycle insurance, as well as commercial insurance tailored for contractors, manufacturers, retailers, and other businesses. Additionally, Greene Hazel provides life and health insurance options, retirement plans, and group insurance products. The company also features property and casualty insurance services, including general liability, business auto, and workers' compensation coverage. Greene Hazel Insurance Group, which was formerly known as Greene-Hazel & Associates, Inc., became a subsidiary of HUB International Limited in 2016.

RPG Solutions, Inc. is a company based in Raleigh, North Carolina, specializing in employee benefits and human resource services. Founded in 2000, it offers a comprehensive range of employee benefits, including various health plans, dental and vision coverage, disability insurance, life insurance, retirement plans, and long-term care policies. The company also provides strategic human resource services, such as organizational development, compliance management, performance management, and leadership development. Additionally, RPG Solutions assists organizations with mergers and acquisitions, vendor partnerships, and employee relations. As of 2016, the company operates as a subsidiary of HUB International Limited.

Forest Financial Group, Inc. is an employee benefits consulting firm founded in 1998 and headquartered in Lake Forest, Illinois. The company specializes in providing a wide range of services, including employee benefits consulting, health care cost containment, benefits administration, and compliance with healthcare reform. It also offers wellness programs, human resource consulting, and risk management services. Additionally, Forest Financial Group provides workplace violence prevention strategies and 401(k) retirement services. With a focus on delivering tailored solutions, the firm leverages its extensive product knowledge and industry experience to act as a trusted advisor, serving clients across the United States and internationally. As of 2015, it operates as a subsidiary of Forest Financial Insurance and Financial Services, Inc.

Pippel Insurance Agency, Inc. is an insurance brokerage firm based in Palmer, Alaska, established in 1973. The agency offers a wide range of personal insurance products, including auto, home, renter, motorcycle, watercraft, and life insurance, as well as coverage for rental properties, flood, and earthquake risks. In addition to personal insurance, Pippel provides business insurance solutions such as commercial vehicle, general liability, worker's compensation, and cyber liability coverage, along with specialized products for contractors and restaurants. The agency also offers individual retirement accounts, pensions, profit-sharing plans, and both group and individual health insurance policies. As of August 2015, Pippel operates as a subsidiary of Hub International Northwest LLC.

The Murphy Insurance Group is an insurance brokerage firm that specializes in providing comprehensive insurance solutions for both individuals and businesses. The firm focuses on personal and business insurance, including property and casualty, life and health coverage, as well as employee benefits programs. In addition to traditional insurance offerings, the company also provides claims management, policy review, and loss control services to enhance its clients’ insurance experiences. With a commitment to retirement planning, Murphy Insurance ensures that it addresses various aspects of its clients' financial security. Headquartered in Waunakee, Wisconsin, the firm has expanded its presence with additional offices across multiple locations in the state. Since 2015, The Murphy Insurance Group has operated as a subsidiary of HUB International Limited, further strengthening its service capabilities.

Day Star Financial is an American financial services company established in 2004 that provides advisory, financial, and investment services to businesses, individuals, and institutions. It delivers customized financial solutions and supports wealth planning and risk management. The company also operates as a managing general agency offering estate planning, tax consulting, and compensation strategies for insurance advisors serving high-net-worth clients, with offices in Canada in Vancouver, Calgary, Winnipeg, and Toronto.

Fort Point Insurance Services, Inc. is offers insurance products and services for property and financial assets to affluent individuals and families in the United States and internationally. It offers personal insurance products and solutions for personal liability that include primary/excess umbrella limits; high-value, standard, historic, condo units, multi-state, foreign, rental property, and seasonal/secondary dwelling locations; condominiums, cooperatives, and renters; automobiles, which comprise high-value, exotic, standard, collectors, recreational vehicles, and motorcycles; collections, including jewelry, fine arts, wines, antiques, silver, and other collectibles; sailboats, yachts, mega-yachts, and personal watercrafts; vineyards, farms and ranches

Workplace Benefit Solutions specializes in employee benefit consulting and brokerage services. The company assists organizations in strategic planning, negotiation, and implementation of employee benefit programs. It conducts thorough analyses of current market trends in employee benefits, forecasting their potential impacts and offering proactive solutions for managing benefits and associated costs. Additionally, Workplace Benefit Solutions provides technology-driven solutions, including the MyWave Portal, which serves as a personalized online client center to help businesses monitor and administer their benefits information. The company also creates total compensation statements, enhancing communication of the overall value of employee compensation to the workforce.

IRUS Corporation operates as a benefit broking and consultancy firm in the United States. The company specializes in assisting clients, including businesses and families, in the implementation of insurance and financial strategies tailored to achieve their retirement, estate, and business planning goals. Its services encompass a range of offerings, including employee and executive benefits plans, life insurance and estate planning products, as well as investment solutions such as mutual funds, annuities, variable life products, securities, and retirement plans. Additionally, IRUS Corporation supports clients in business continuation and charitable giving initiatives, ensuring comprehensive planning and financial security.

Hirsch Wolf & Co. is an insurance agency that operates globally, offering a diverse range of insurance and financial services. The company's commercial insurance portfolio includes workers' compensation, property and liability packages, auto insurance, umbrella coverage, and directors and officers insurance, as well as employment practices liability and crime insurance. Additionally, it provides life and health insurance products, featuring group medical coverage, both individual and group life insurance, pension programs, and long-term care options. Hirsch Wolf & Co. also specializes in financial services related to estate planning, annuities, and long-term disability. Through its comprehensive offerings, the company aims to meet the diverse needs of its clients.

Prestige Wealth Partners is a privately owned boutique Australian wealth advisory firm. The company's main goal is to create meaningful relationships that assist their clients. They offer a highly personalized service, tailored to each individual's needs. They provide advice on financial planning, including securing wealth for dependents. They also offer services related to SMSF (Self Managed Super Fund) and have members who are part of The Association of Financial. The company believes that everyone deserves the right to a secure financial future.