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- Company stock is held in Trust for the benefit of clients and associates.
- Provide our clients thoughtful counsel and relentless advocacy.
- Deliver competitive products and services, appreciating the trust of our clients.
- Foster an empowering workplace environment for our employees.
- Commitment to the community.
- Ranked 57th on the Top 100 Brokers by Business Insurance
- One of the Top Workplaces in Insurance by Insurance Business America
- Ranked 34th on the Top 100 Property/Casualty Agencies by Insurance Journal
- One of the Best Places to Work in Rhode Island, by Providence Business News
