Issue link: https://nebusinessmedia.uberflip.com/i/1067738
wbjournal.com | January 7, 2019 | Worcester Business Journal 17 Leading our Clients to Pursue Their Dreams We are proud to celebrate 26 years of cutting-edge wealth management for our cherished clients. Our Shrewsbury headquarters expanded in 2018, as we doubled the size of our building, and launched our Strategic Business Innovation Hub. We look forward to working with you in the new year as you plan for the future. Office: 508.842.0539 / Fax: 508.842.0571 / 385 South St. / Shrewsbury, MA 01545 / provowealth.com Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Provo Wealth Management Group. Securities America is not a ffiliated with any other named entity. P R O V O wealth management group fli *Award honorees selected by a panel of judges with scoring based on company size, family involvement, transition planning, innovation, community involvement, and family values. 2017 Best of Centr al M ass Fa mily Business Award* H a n d l i n g Y o u r M o n e y F O C U S members, DCU is committed to providing financial products to help members through every stage of life. Its new Quick Loan program offers short-term, small- dollar personal loans to help members cover emergency expenses. Notable runners-up: Leominster Credit Union, Central One Federal Credit Union BEST FINANCIAL PLANNING/INVESTMENT SERVICES Provo Wealth Management Group* Shrewsbury, www.ProvoWealth.com Top executive: President & CEO Christopher P. Provo Founded: 1992 Employees: 14 In 2018, Provo doubled the size of its offices and launched its Strategic Business Innovation Hub and a family office focused on first-generation wealth. The firm prides itself on leading with compassion in an environment of non-judgment, using specialists to help clients decipher the complex financial world. Notable runner-up: Fidelity Investments BEST EMPLOYEE BENEFITS CONSULTANT Sullivan Benefits* Marlborough, www.sullivan-benefits.com Top executive: Principals and Co-owners Gary Goodhile and Chrystine Heier Founded: 1998 Employees: 12 In a consolidation-heavy industry run by a handful of major players, Sullivan is unabashedly locally owned and operated, giving the company a better understanding of the community. The firm has expanded its marketing and communication teams to help clients educate their employees on their benefits. Provo Wealth Management Group BEST BUSINESS INSURANCE AGENCY Sullivan Insurance Group* Worcester, www.sullivangroup.com Top executive: President & CEO John T. Andreoli Founded: 1957 Employees: 50 Sullivan sets itself apart with its technical capabilities, attention to detail, business model, and commitment to independence. As the number of cybersecurity breaches have increased, the firm has increased it cyber, network and privacy liability coverage for its business clients. BEST BANK UniBank* Whitinsville, www.unibank.com Top executive: President & CEO Sam S. Pepper, Jr. Founded: 1870 Employees: 285 With 14 branches throughout Central Massachusetts, UniBank takes a personalized approach to banking, creating programs like Invest Worcester, which keeps deposited money in the city to advance home ownership, community development and small business development in Worcester. Notable runners-up: Fidelity Bank, Bank of America Sullivan Insurance Group Sullivan Benefits team W