Issue link: https://nebusinessmedia.uberflip.com/i/1473177
24 Worcester Business Journal | Book of Lists 2022 | wbjournal.com F O C U S P R O F E S S I O N A L S E R V I C E S Top insurance agencies Ranked by number of local producers, then local staff Agency Local producers/ companywide Local staff/ total staff Local offices/ total offices Services offered Managing partner(s)/ year founded 1 Murphy Insurance Agency 50 Main St., Hudson 01749 800-222-8711 • www.dfmurphy.com 41 43 66 68 7 7 Business and personal insurance including property, liability, fleet, workers' compensation, bonds, employee benefits, home, condo, renters, auto, boat, motorcycle, RV, life, disability and more Michael D. Murphy president Dennis F. Murphy III treasurer 1937 2 Corporate Benefit Plans 195 Park Ave., Worcester 01609 800-417-6353 • www.corporatebenefitplans.com 20 20 24 24 4 5 Corporate benefit plans including medical, dental, vision and 401(k) retirement plans Greg Lavelle president & CEO 1995 3 Northeast Insurance Agency Inc. 567 Southbridge St., Auburn 01501 508-832-0404 • www.neinsure.com 17 35 20 44 2 5 All forms of personal and commercial insurance Scott Bulger president 1989 4 Sullivan Insurance Group 1 Mercantile St., Suite 710, Worcester 01608 508-791-2241 • www.sullivangroup.com 16 22 48 58 3 5 Business and personal insurance including workers' compensation, property, liability, auto, umbrella, cyber, directors and officers, auto, home, condo, renters, umbrella, motorcycle, boats and more John T. Andreoli president & CEO 1957 5 Insurance Marketing Agencies Inc. 306 Main St., Worcester 01608 508-753-7233 • www.imaagency.com 15 25 45 55 1 3 Property casualty insurance for business and high-net- worth individuals including group benefits and life Peter H. Herman president 1924 6 Thomas J. Woods Insurance Agency Inc. 20 Park Ave., Worcester 01605 508-755-5944 • www.woodsinsurance.com 15 15 24 24 1 1 Personal and commercial insurance services throughout New England Jack Woods president 1949 7 Marsh McLennan Agency 100 Front St., Suite 800, Worcester 01608 508-852-8500 • www.MarshMMA.com 12 1565 73 8,925 6 160 Business insurance, employee health and benefits, retirement and private client insurance solutions Jerry Alderman CEO, New England 1928 8 RSC Insurance Brokerage Inc. dba Risk Strategies 446 Main St., 9th Floor, Worcester 01608 617-330-5700 • www.risk-strategies.com 12 402 42 3,271 7 131 Medical, homeowners, commercial property, professional liability, workers' compensation, auto, medical malpractice, general liability, reps & warranties, reinsurance, cyber, dental, bonds, stop loss, marine and more Sharon Edwards CFO John Mina CEO 1997 9 Gaudette Insurance Agency Inc. 1 Plummers Corner, Whitinsville 01588 508-234-6333 • www.gaudette-insurance.com 9 9 45 45 5 5 Third-generation, independent insurance agency providing products and services to individuals, families and privately owned businesses of all sizes Lee Gaudette president 1926 10 Braley Wellington Group 44 Park Ave., P.O. Box 15127, Worcester 01615 508-754-7255 • www.braleywellingtongroup.com 8 8 31 31 3 3 Commercial and personal insurance lines Parker Wellington Jr. president 1972 11 Herlihy Insurance Group 51 Pullman St., Worcester 01606 508-756-5159 • www.herlihygroup.com 7 7 25 25 1 1 Commercial and personal insurance lines, bonding, professional liability, medical malpractice, cyber liability and group health James J. Herlihy III president 1927 12 Gallant Insurance Agency Inc. 199 Great Road, P.O. Box 975, Acton 01720 978-263-3500 • www.gallantins.com 6 6 27 27 3 3 Property and casualty, life and group health Ray Gallant president 1927 13 Knight-Dik Insurance Agency 120 Front St., Worcester 01608 800-286-6353 • www.knightdik.com 5 5 22 22 1 1 Commercial and personal insurance lines Ross Dik president 1918 14 Northwood Insurance Agency Inc. (1) 269 W. Main St., P.O. Box 187, Northborough 01532 508-393-2455 • www.northwoodins.com 5 5 8 8 1 1 Commercial and personal property and casualty insurance advisor including life and health Jack Snow president 1989 11 Herlihy Insurance Group 51 Pullman St., Worcester 01606 508-756-5159 • www.herlihygroup.com 7 7 25 25 1 1 Commercial and personal insurance lines, bonding, professional liability, medical malpractice, cyber liability and group health James J. Herlihy III president 1927 12 Gallant Insurance Agency Inc. 199 Great Road, P.O. Box 975, Acton 01720 978-263-3500 • www.gallantins.com 6 6 27 27 3 3 Property and casualty, life and group health Ray Gallant president 1927 13 Knight-Dik Insurance Agency 120 Front St., Worcester 01608 800-286-6353 • www.knightdik.com 5 5 22 22 1 1 Commercial and personal insurance lines Ross Dik president 1918 14 Northwood Insurance Agency Inc. (1) 269 W. Main St., P.O. Box 187, Northborough 01532 508-393-2455 • www.northwoodins.com 5 5 8 8 1 1 Commercial and personal property and casualty insurance advisor including life and health Jack Snow president 1989 15 AXiA Insurance Services Inc. 84 October Hill Road, Holliston 01746 508-651-2100 • www.axiagroup.net 4 12 6 40 2 7 Commercial and personal insurance including auto, home, workers' compensation, property, liability, employee benefits, life and disability Michael R. Long CEO 2001 16 FMG Financial Services Inc. 228 Park Ave., Worcester 01609 508-757-5675 • www.fmgfinancialservices.com 3 3 7 7 1 1 Employee benefits, 401(k) retirement plans and wealth management Michael E. Hanley president & CEO 1988 17 George E. McKenna Insurance Agency Inc. (1) 4 Pleasant St., Leicester 01524 508-892-8133 • www.mckennains.com 3 3 5 5 1 1 Auto, home, business, life, group benefits and retirement planning Steven Corley principal 1928 18 Coonan Insurance Agency Inc. 267 Main St., Oxford 01540 508-987-7122 • www.coonaninsurance.com 2 2 7 7 1 1 Family-owned, independent insurance agency offering home, auto and commercial property casualty insurance Thomas Coonan president 2001 Source: Each agency via survey. Note: Contact research@nebusinessmedia.com to be surveyed for this or other lists. (1) Did not respond to 2022 survey; data from 2021 -Compiled by: Timothy Doyle SATYA B. MITRA Ph.D., E.A., CFP® Enrolled Agent Certified Financial Planner ™ satya@thegurutax.com SERVING THE COMMUNITY FOR OVER 32 YEARS TAX PREPARATION & PLANNING: TAX PREPARATION & PLANNING: In Individuals, landlords, business owners, tax issues if earning in foreign countries dividuals, landlords, business owners, tax issues if earning in foreign countries CONSULTING & SEMINARS: CONSULTING & SEMINARS: Resolve audit issues, selection of business entity LLC, S-Corp C-Corp Partnership esolve audit issues, selection of business entity LLC, S-Corp C-Corp Partnership Declaration of assets in foreign countries Declaration of assets in foreign countries *FINANCIAL PLANNING *FINANCIAL PLANNING *WEALTH MANAGEMENT *WEALTH MANAGEMENT *INVESTMENTS *INVESTMENTS *ANNUITIES *ANNUITIES Email: satya@thegurutax.com www.myhdvest.com/satyamitra Free tax preparation (year 2019) for those who are enduring financial difficulty due to coronavirus pandemic. Must call to discuss their situation and make an appointment. IRS HAS EXTENDED THE TAX FILING DATE TO JULY 15TH, 2020 This service will be available until the deadline. ALSO ANSWERING ANY TAX QUESTIONS ONE MIGHT HAVE Please call 508.797.0005 between 10 a.m. to 12 p.m. Monday - Friday or email your questions: satya@thegurutax.com PROVIDING FREE TAX SUPPORT AT PROVIDING FREE TAX SUPPORT AT THIS TIME OF ECONOMIC CRISIS THIS TIME OF ECONOMIC CRISIS OUR MISSION IS TO HELP OUR COMMUNITY SERVING THE COMMUNITY FOR 30 YEARS SATYA B. MITRA* Ph.D., E.A., CFP ® Enrolled Agent Certified Financial Planner ™ THE GURU TAX AND FINANCIAL SERVICES, INC. • TAX PREPARATION & PLANNING: Individuals, landlords, business owners, tax issues if earning in foreign countries • CONSULTING & SEMINARS: Resolve audit issues, selection of business entity LLC, S-Corp, C-Corp, Partnership and Declaration of assets in foreign countries Passionately dedicated to serving the community How will the new tax laws affect you... and how can you REDUCE your tax liability? 446 Main St., 16th Floor, Worcester, MA 01608 • Ph: 508.797.0005 • Cell: 508.641.8441 By appointment only • Call now to reser ve your meeting & FINANCIAL SERVICES