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• Brattleboro, VT
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Home
FINANCIAL
FINANCIAL SOLUTIONS
WEALTH MANAGEMENT
RETIREMENT PLANS
OUR TEAM
RESOURCE CENTER
RETIREMENT BLOG
MARKET WATCH
PARTNERS
PERSONAL
Personal Insurance
• Personal Lines Team
• Auto Insurance
• Homeowners Insurance
• Renters Insurance
• Condominium Insurance
• Snowmobile Insurance
• Umbrella Insurance
• Insurance Tools
COMMERCIAL
COMMERCIAL INSURANCE
• Commercial Lines Team
• Industry Programs
• Business Insurance Quote
• Certificate of Insurance
• Types of Insurance
• Commercial Tools
• Case Study
EMPLOYEE BENEFITS
EMPLOYEE BENEFITS
OUR PROFILE
• Strategy
• Benefits Team
• United Benefits Advisors
• White Papers
• Press Releases
• Monthly Webinars
• Benefits Blog
• Ask Us A Question
OUR SOLUTIONS
• Healthcare Reform
• Medicare
• Wellness
• Survey/Benchmarking
• Human Resources
• Leadership Development
• Special Events
OUR STRATEGIC PARTNERS
LOCATIONS
• Brattleboro, VT
• Bellows Falls, VT
• Bennington, VT
• Burlington, VT
• Concord, NH
• Hanover, NH
• Keene, NH
• Manchester, VT
• Middlebury, VT
• Norwich, VT
• Rutland, VT
• Wilmington, VT
ABOUT
CONTACT US
WHO WE ARE
OUR TEAM
CLAIMS
CAREERS
NEWS & EVENTS
REQUEST A QUOTE
SPONSORSHIP
REPORT A CLAIM
Commercial Lines Team
Commercial Lines Team
Peter Richards
Cathy Coonan
Rick Manson
Rob Pattison
Sharon MacEeachern
Kathy Ballantine
Shannon Prescott
Jamie Wilkinson
Amber Brown
Peggy DeAngelis
Sarah Houle
Julie Goodell
Kyle Matulionis
Dave Newell
Corey Mears
Joshua Phillips
Stephanie Lane
Kate Mahar
Debra Mochi
Lacey Burleson
Phil Latvis
Rick Toland
Tara Weatherell
Rebecca Watson
Ben Fuller
Jessie Audette
Eileen Bearor
Merrick Counsell
Michael Yarosevich
Susan Hayes
Gabrielle Gladding
Ashley Eastman
Regina Werner
Wendy Chase
Phil Latvis
Risk Management Consultant
email Phil
Are you interested in receiving information about 401k, 403b, or other employee benefits?
Talk with us about our TPA, Retirement Plan Advisor, and Third Party Administrator services for businesses in Vermont, Massachusetts, New Hampshire, or any New England state.
401k compliance help is available to ensure your business is in compliance with ERISA. We have plan sponsor resources to help keep recordkeeper fees and advisor fees in line with 401k benchmarking goals.
We have a fiduciary relationship with providers who can make a 401k investment menu for your employees.
