Our Indian Orchard office is temporarily closed. Please visit our Ludlow office at 187 East Street!

Essential Risk Management Strategies for Wealth Preservation

Preserving wealth requires more than just accumulating assets; it demands a strategic approach for minimizing risk to safeguard your financial legacy.

Read More

Mitigating Risks: Key Insurance Policies Every Small Business Owner Needs

As a small business owner, you pour your heart, time and resources into your business. Having the right insurance coverage can be the difference between quickly recovering from a setback or facing overwhelming losses.

Read More

Maximizing Employee Engagement: Crafting a Comprehensive Benefits Package

According to Glassdoor, a well-known job and recruiting website, salary is the number one consideration for candidates when searching for a job, with benefits being a very close second.

Read More

Tailoring Surety Bonds to Meet Contractors’ Needs

When a contractor comes to us for a surety bond, we want to make sure that we’re assessing their situation carefully to meet their unique needs.

Read More

Futureproof Your Planning: Retirement Savings Beyond 401(k)s

In retirement planning, a 401(k) is a great option—but it’s just one option. There are other products that offer increased diversification, greater flexibility and benefits for estate planning.

Read More