UBA is pleased to welcome four outstanding employee benefits advisory firms that have recently become Partners. We continue to highlight our newest Firms and hope you'll extend a warm welcome. Featured in this issue of ThoughtWaves are Axial Benefits Group, JHC Benefits, PSA Insurance & Financial Services, and TriBridge Partners.
We also wish to bid farewell to Dohrmann Insurance Agency that has chosen to pursue an alternative course for their organization, requiring their firm to discontinue their partnership with UBA.
Axial Benefits Group
Headquartered in Burlington, Mass., Axial Benefits Group is part of the Axial Company, a privately-held, independent financial services firm specializing in wealth management, corporate employee benefits, and insurance. Their comprehensive approach, including employee health benefits, employer 401(k) savings plans, and healthcare purchasing coalitions help employers with an overall business strategy supporting hiring, encouraing retention, and assisting employees to reach their long-term investment goals. To learn more about Axial Benefits Group, visit www.axialco.com.
JHC Benefits
PSA Insurance & Financial Partners
Headquartered in Hunt Valley, Maryland, and with offices in the Washington, D.C., metro area and San Francisco, California, PSA is a leading independent, multi-disciplined financial services firm providing employee benefits, risk management, and personal insurance. Founded in 1928, PSA brings over 80 years’ experience of working closely with individuals, business owners, and executives to deliver customized solutions. To learn more about PSA Insurance & Financial Partners, visit www.psafinancial.com.
TriBridge Partners
TriBridge Partners is a firm of specialists in employee benefits, individual insurance and financial planning, and business enterprise planning. Their client focus is assisting professional organizations and closely-held businesses. TriBridge's structure is to have the experts in the areas of insurance and financial services that are needed by their clients, be they management purchasing on behalf of employees, individuals seeking to coordinate their planning with benefits from an employer, or the enterprise seeking to structure itself effectively for continuity and growth. To learn more about TriBridge Partners, visit www.tribridgepartners.com
Name Change for Two Partner Firms
Two of our long-term term Partner Firms have recently changed their names and rebranded.
S.S. Nesbitt & Co., an EBSCO company, based in Birmingham, Alabama, has changed it's name to the Valent Group.
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Sihle Insurance's employee benefits division is now operating as The Enterprise Team |