Who We Are
As the largest bank-owned insurance agency in Massachusetts, we offer the reach, resources, and expertise of a national firm-while staying true to the values that built our foundation. Our size allows us to deliver comprehensive solutions and unmatched market access, but it's our people-first culture that truly defines us. We believe that strong relationships drive better outcomes. That's why we remain deeply committed to personalized service, long-term partnerships, and a genuine care for our clients and our team. We're proud to be large enough to lead, yet grounded enough to listen. We still believe that insurance is a personal matter and we work hard every day with our customers' best interest in mind. Our leadership team is listed below, should you have questions or need assistance:
