Axial Financial Group, LLC, Universal Insurance Services and Harbor Strategies Group combine in a strategic partnership to offer leading edge financial services to their clients.
Experts in Wealth Management, Planning, and Employee Benefits align with Consulting, Planning, Life Insurance and Executive Benefits Firm to better serve the individual and corporate marketplace.
DEERFIELD BEACH, Fla., Nov. 11, 2014 /PRNewswire/ -- Universal Insurance Services, considered one of the most innovative life insurance and financial advisory distribution firms in the country, and Harbor Strategies Group have announced a strategic partnership with Axial Financial Group, LLC and its family of companies. Axial Benefits Group, Axial Insurance Group and Axial's affiliates will be heavily involved in this endeavor. Axial is considered one of the leading personal and corporate financial services firms in the country managing over $1b in customer assets and includes principals who have been named to 2013's Financial Times* as some of the country's top financial advisors.
Michael Marchese, CFP®, CPA, Managing Principal and Wealth Management Director, believes this partnership will allow Axial to continue its lead in the financial services industry: "We have considered partnerships for several years and believe we now have the best solution to create a more objective and compressive platform for our clients financial needs."
This strategic partnership will offer a broad range of solutions to include Life, Disability & LTC Insurance Consulting, Executive Benefits, Business Solutions and Estate Preservation & Liquidity. Its distinctive model is not product or carrier specific and maintains a purely objective strategy when analyzing the marketplace.
Mick Rodgers, Principal of Axial Benefits Group, commented, "Our combined experience in the advisory, insurance and benefits business will allow us to offer options to our clients we believe no one else can match."
Dierdre Collins, MSFS, RFC, Principal of Harbor Strategies, will be closely aligned with Axial to assist and offer support in this venture. "We are excited to work with Axial and believe this partnership will offer unparalleled services to those clients we have the opportunity to serve. Our partnership combines experience as both the advisor to the client and advisor to the advisor and allows for a unique perspective. I believe Universal has services and options no else can offer," stated Ms. Collins.
Universal Insurance Services has the capabilities to focus in on solutions and pricing not typically obtainable, effectively and efficiently securing life insurance and executive benefit strategies for their clients. In addition, they have access to exclusive strategies. Their work also includes insurance structures that can reduce the expense of traditional plans.
Mitchell K. Smith and Michael Sorensen, the Managing Partners of Universal Insurance Services who offer a unique, creative and innovative platform, remarked, "We are proud Axial has put their trust in Universal and affords us the opportunity to assist in a more comprehensive offering to their clientele."
About Universal Insurance Services
Universal Insurance Services is a life insurance and financial advisory firm, which consults, advises and coaches professionals around the country. Universal serves high net worth individuals, corporate, private equity, executive benefit, RIAs, insurance agents, attorneys, CPA's, investment organizations, broker dealers and general agencies, as an objective specialist. Attaining the best possible solutions for their clients, through advanced planning techniques, underwriting, carrier and product support, sales assistance and more, Universal anticipates, innovates and educates, allowing their client's to focus on what they do best.
Contact:
Kristin Jenkins
800.878.8280
About Axial Financial Group
Thorough and knowledgeable, members of the Axial Financial Group are innovative hands on problem solvers. We create customized plans for each client and work with attorneys, accountants and other client advisors to be certain that each solution fulfills its full potential. Once strategies are in place, we oversee and manage the many specific action steps necessary for successful implementation. We are both proactive and responsive, ensuring clients have all the tools, information and guidance to reach their goals. Axial Financial Group offers three primary areas of service, Wealth Management, Asset Management and Corporate Client Services.
*The Financial Times 400 is based on each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials, and accessibility. The financial advisors of Axial Financial Group are located at 5 Burlington Woods, 102, Burlington MA 01803. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Axial Financial Group. Commonwealth is not affiliated with Axial Financial Group, Universal Insurance Services, or Harbor Strategies.
Contact:
Michael Rodgers
781.273.1400
About Harbor Strategies
Harbor Strategies Group is an organization that consists of advanced planning professionals who combine varying levels of expertise in multiple planning disciplines serving CPA practices. HSG offers a consolidated, unbundled approach to insurance planning, wealth management and business succession strategies with special emphasis on minimizing the eroding effects of taxes wherever possible. Our solutions are designed to help CPA's reach their objectives by providing a wide array of quality alternatives to fill both individual and practice needs.
Contact:
Dierdre Collins
781.229.2300
SOURCE Universal Insurance Services
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