Gallagher - Worcester

Worcester Advisors is a well-established investment firm based in Worcester, Massachusetts, operating independently since 1994. The firm specializes in a comprehensive range of financial services, including financial planning, retirement and estate planning, and tax administration, guiding clients through complex financial decisions with a personalized approach. With a commitment to helping clients achieve their financial goals, Worcester Advisors offers tailored wealth management, trust management, retirement planning, and cash management services. Their experienced team is dedicated to developing flexible investment strategies that adapt to the evolving needs of their clients across the United States. Generated from the website

The Guru Tax & Financial Services, Inc. is a professional firm based in Worcester, MA, specializing in tax preparation and financial advisory services. With a focus on personalized solutions and expert guidance, the company assists individuals and businesses in navigating the complexities of tax compliance and financial planning. Generated from their business information

Pivot is an online insurance marketplace based in Worcester, MA, offering agents a platform to sell and manage their portfolio. Their innovative AI Solutions utilize artificial intelligence, robotic process automation, and machine learning to streamline workflows and automate repetitive tasks for businesses. With a focus on tackling complex issues in healthcare, insurance, and annuities, Pivot Ventures demonstrates a commitment to addressing challenging industry problems. The company's team boasts deep insurance expertise, insurtech leadership, and a strong entrepreneurial spirit, providing clients with comprehensive third-party administrator services and a solid balance sheet. Generated from the website