Hub International

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 that specializes in providing insurance and wealth management solutions. They cater to both individual clients and businesses, offering a range of products and services designed to protect and enhance long-term personal and professional well-being. The company's expertise lies in assisting clients with disability, critical illness, business overhead, and life insurance claims, providing support and advice 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 that specializes in wealth management and investment advisory services for individuals, families, and corporations. The firm offers a comprehensive range of services, including financial planning, cash flow analysis, and retirement plan consulting. With a focus on delivering tailored financial solutions, WealthPlan Advisors serves clients across Arizona, Utah, Missouri, and Tennessee, ensuring they meet their unique financial goals and needs.

CSI Advisory Services specializes in retirement plan consulting and wealth management, aiming to enhance the financial wellbeing of employees and clients. The firm offers a range of services including fiduciary and investment governance, participant outcomes, financial wellness, and financial coaching. Additionally, it provides tailored support to decision-makers in various sectors, such as hospitals and educational institutions, to help them implement effective retirement plans. Through portfolio strategy, asset allocation, and investment monitoring, CSI Advisory Services is committed to guiding clients towards achieving successful retirement outcomes.

Kornerstone specializes in offering tailored financial plans and investment advisory services to both individuals and corporations. The company is committed to helping clients define and achieve their financial and investment objectives. It provides wealth management and retirement programs for corporate and non-profit organizations, focusing on effective financial strategies that are convenient and competitively priced. Kornerstone's services are supported by a robust quantitative research platform, ensuring clients have access to well-informed investment options and comprehensive financial solutions.

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 educational institutions and their stakeholders, Millennium Advisory Services aims to provide tailored financial solutions that support their clients' long-term financial goals.

Alpha Pension Group is a retirement consulting firm that specializes in serving corporations and nonprofit organizations. The company offers services such as fiduciary governance, investment analytics, employee retirement plan education, and retirement planning guidance. By focusing on these areas, Alpha Pension Group aims to support organizations in effectively managing their retirement offerings without selling retirement plans directly.

ProCorp Financial Inc. is a boutique consulting firm based in Ottawa, Canada, specializing in benefits and retirement services. The company provides a comprehensive range of services including estate planning, group benefits, life insurance, critical illness insurance, and disability insurance. As of October 2019, ProCorp Financial operates as a subsidiary of HUB International Limited, enhancing its ability to deliver tailored solutions to its clients.

Perennial Pension & Wealth is an independent financial services firm based in New York, specializing in pension and retirement planning as well as wealth management. The company serves both organizations and individuals by developing tailored financial strategies that address the unique needs of each client. By focusing on personalized service, Perennial Pension & Wealth helps customers achieve their financial goals through effective planning and management of their retirement and wealth.

The Insurance Exchange, Inc., established in 1967 and based in Rockville, Maryland, is a subsidiary of HUB International Limited. It specializes in insurance brokerage services, offering a range of coverage options to both businesses and individuals. The company's services include employee benefits consulting, commercial property and casualty insurance, loss control, risk management, and wealth management. By providing these services, The Insurance Exchange helps clients create personalized insurance programs that prioritize value.

Sheridan Road Financial is an independent investment consulting and retirement firm that specializes in creating tailored strategies for both corporate and individual clients. The firm focuses on providing comprehensive retirement and private wealth consulting services, including investment management, retirement plan expertise, fiduciary services, and wealth management. Sheridan Road Financial has established itself as a prominent advisor in the area of corporate retirement plans in the United States, catering to a diverse clientele that includes corporations, not-for-profit organizations, and individuals. Through its commitment to customized solutions, the firm aims to enhance the financial well-being of its clients by addressing their unique retirement and investment needs.

The Ward Agency is a family-owned insurance brokerage firm that offers a range of services, including employee benefit programs, retirement plans, workplace wellness initiatives, and individual health and life insurance. Established in 1964 by Jack Ward, the agency has built a reputation for integrity and has developed long-term relationships with approximately 150 corporate employers, as well as numerous individual clients. Operating from offices in Longview and Tyler, the agency is currently led by Jack's sons, Scott and Jay Ward, who bring over 100 years of combined experience to their client services. The Ward Agency is recognized for its commitment to utilizing advanced technology and professional consulting to deliver comprehensive and cost-effective insurance solutions, often acting as an extension of their clients' HR departments. Many client relationships have endured for over three decades, underscoring the agency's focus on results-driven performance and open communication.

Independent Financial Concepts Group Ltd. is a managing general agency based in Concord, Canada, established in 1999. The company specializes in financial advisory and insurance brokerage services, offering a range of products including life and disability insurance, retirement planning, employee benefits, and segregated funds. By focusing on the needs of clients, Independent Financial Concepts Group aims to empower its advisors with current market information and innovative solutions. The agency's commitment to the successful interaction of all stakeholders has contributed to its position as a prominent player in the Toronto market. Since becoming a subsidiary of HUB International Limited in July 2018, the company continues to enhance its services and maintain a strong reputation in the financial services industry.

Der Manouel Insurance Group is a multi-line insurance brokerage based in Fresno, California, specializing in various sectors including agriculture, transportation, non-profits, and construction. The firm has a strong background in niche property and casualty programs and offers a comprehensive range of services, including employee benefits and financial solutions. The dedicated team at Der Manouel Insurance Group works closely with business clients to address their specific needs, ensuring they receive the appropriate insurance coverage at competitive prices while focusing on protection, loss control, and compliance. Recognized as one of the top 300 privately held insurance agencies in the United States, the company is committed to delivering tailored insurance solutions to its diverse clientele.

IPS Advisors is an independent life and health benefits brokerage and consulting firm based in Dallas, Texas. The company specializes in providing comprehensive financial planning and management services, focusing on corporate employee benefits, 401k retirement plans, and executive benefits. In addition, IPS Advisors offers actuarial services and consultations on life insurance, catering to business succession planning, estate planning, and the needs of family offices and high net worth individuals. Through its expertise, IPS Advisors aims to deliver tailored solutions that meet the diverse financial needs of its clients.

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 a comprehensive range of services through its subsidiaries. The company specializes in third-party administration, including COBRA administration, spending accounts, and ACA reporting, as well as dental and vision benefits. Additionally, Hubbard-Bert offers retirement and financial planning services through its Wealth Management and Pension Services division. The leadership team, consisting of David Ciacchini, Joe Kelly, and Mark Salvia, will become part of Hub's wholly-owned affiliate, The HDH Group, Inc., reporting to President Tony Kocis.

Parq Advisors is a prominent independent firm specializing in life insurance and estate planning services for ultra-affluent individuals and families, including notable athletes, entertainers, executives, and entrepreneurs. The firm collaborates with leading law, accounting, and business management firms to provide comprehensive wealth protection and transfer planning. Parq Advisors employs a team-based approach that ensures clients receive personalized attention from multiple advisors, including a dedicated case manager. This method fosters innovative solutions and enhances the implementation process. With over 115 years of combined experience, the firm maintains relationships with over 50 reputable insurance carriers, allowing clients to access optimal pricing and stable coverage options tailored to their unique financial needs. The company's commitment to integrity, transparency, and professionalism underscores its mission to deliver exceptional service, which is reflected in the lasting relationships it builds with clients.

Forest Financial Group, Inc. is an employee benefits consulting firm founded in 1998 and headquartered in Lake Forest, Illinois. The company specializes in a wide range of services, including employee benefits consulting, healthcare reform consulting, and wellness programs, which encompass health coaching and disease management. Additionally, Forest Financial Group provides human resource consulting, offering support in areas such as performance management and employee relations. It also addresses workplace safety through violence prevention strategies and risk management services, including claims management and loss control. Furthermore, the firm offers retirement planning and wealth management services through its subsidiary, Forest Capital Management, LLC. Serving clients across the United States and internationally, Forest Financial Group aims to be a trusted advisor, leveraging its extensive product knowledge and industry experience to deliver tailored benefits solutions for its clients.

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, condominium, renter, flood, motorcycle, and life insurance, among others. For businesses, Pippel provides various insurance solutions such as commercial vehicle, general liability, worker’s compensation, and cyber liability coverage. Additionally, the agency specializes in group benefits and individual health policies, as well as retirement solutions like individual retirement accounts and pension plans. Pippel Insurance Agency operates as a subsidiary of Hub International Northwest LLC, enhancing its ability to deliver comprehensive insurance services across the United States.

The Murphy Insurance Group is an insurance brokerage firm that specializes in providing a wide range of services for both individuals and businesses. Its offerings include personal and commercial property and casualty insurance, life and health insurance, employee benefits programs, and investment and risk management services. The company also provides claims management, policy reviews, and loss control services to enhance client protection. Headquartered in Waunakee, Wisconsin, The Murphy Insurance Group operates additional offices in several locations across the state, including Prairie du Chien, Green Bay, Eau Claire, Chippewa Falls, New Berlin, and Merrill. As of July 1, 2015, it functions as a subsidiary of HUB International Limited.

Day Star Financial is an American financial company founded in 2004, offering a range of advisory, financial, and investment services tailored to businesses, individuals, and institutions. The firm operates as a managing general agency and specializes in areas such as estate planning, tax consulting, and compensation strategies. It primarily serves insurance advisors who focus on high-net-worth clients and has established offices in major Canadian cities, including Vancouver, Calgary, Winnipeg, and Toronto. Day Star Financial is committed to providing innovative and customized financial solutions to meet the unique needs of its diverse clientele.

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

J.N. Morcos Insurance Agency is an insurance brokerage firm serving clients in Illinois and Wisconsin. The agency specializes in a range of insurance products, including employee benefits, commercial property and casualty insurance, and workers' compensation coverage. Additionally, it provides personal insurance services, such as auto and home insurance, to meet the diverse needs of its clientele. Through its comprehensive offerings, J.N. Morcos Insurance Agency aims to deliver tailored insurance solutions to both individuals and businesses.

IRUS Corp is a benefit broking and consultancy firm based in the United States that specializes in insurance, investment, and corporate benefits advisory services. The company assists businesses and families in implementing tailored insurance and financial strategies aimed at achieving their retirement, estate, and business planning goals. Its offerings include access to employee and executive benefits plans, life insurance and estate planning products, as well as a range of investment products such as mutual funds, annuities, variable life products, and retirement plans. Through its comprehensive services, IRUS Corp supports clients in areas like business continuation and charitable giving planning.

Hirsch Wolf & Co. is an insurance agency that provides a comprehensive range of services to clients globally. The agency specializes in commercial insurance, including workers compensation, property and liability packages, auto insurance, and directors and officers insurance. Additionally, it offers life and health insurance products, such as group medical coverage, individual and group life insurance, and long-term care options. Hirsch Wolf & Co. also delivers financial services, encompassing estate planning, pension programs, annuities, and long-term disability insurance. Through its diverse offerings, the agency aims to meet the insurance and financial needs of its clients.