Staff
Departments
Senior Management
Producers / Principals
Arthur J. Andreoli
William F. Sullivan
Risk Management & Commercial Lines Service
Personal Lines
Claims
Finance and Administration
Benefits
Sullivan Benefits serves the health and welfare employee benefit needs of today’s mid-sized employer. Headquartered in Marlborough, they focus on supporting New England based employers that span from single-location to dozens across the country. Every employer has a different set of circumstances and often a different set of challenges. They tailor their solutions, approaches, and resources to achieve the best possible outcomes for each of our clients.
Specialties include: Employee Wellness Programs, Employee Benefits Communication, Legislative Compliance, Form 5500 and SAR Preparation, COBRA Administration, Employee Benefits, Group Insurance, Self-Funding, Human Resources, and HR Technology.
Financial and Retirement Services
William F. Sullivan Financial Services, Inc. focuses on financial planning and employee benefit programs. Group benefit plans include medical, dental, life, disability, vision, retirement, and 401k plans for companies. They also provide life, disability, and nursing home insurance to individuals along with a variety of other investment offerings to help achieve retirement and other long term goals.
Managed Wealth Strategies, LLC, an insurance and financial services firm located in Worcester and Northboro, Massachusetts that specializes in Wealth Building and Protection Planning and Key Executive Benefits for working and retiring Business Owners and Business Executives. They also specialize in Personal Individual management using a strategic financial engineering process striving to create maximum financial balance and efficiency through strengthening cash flow strategies and asset growth, while minimizing overall risk through all stages of one’s financial life.
