PartnersFinancial was founded on the belief that independent insurance firms like yours are stronger when they join a cooperative of highly experienced producers. Working together, we can build power, knowledge and resources beyond the reach of a single firm, which can benefit both clients and producers.

We select only those firms who are committed to growing their business, exchanging knowledge, and providing the highest standard of service to high net worth clients. If your firm shares this commitment, we invite you to explore becoming a member of PartnersFinancial. As a member, you would retain your independence, while sharing the advantages that come with the size and scale of our organization, including:

• Preferred Access to the industry’s leading carriers



• Integrated Technology to make your firm more productive



• Intellectual Capital shared among the industry’s highly qualified professionals



• Firm Growth resources to help grow and diversify your business



• Exclusive Platforms including an insurance-focused broker-dealer, advisory and investment services, and corporate benefits division



• Institutional Identity that allows you to leverage the power of a national organization