Balance Your Life

ABOUT US

Here for you

We're not just another run-of-the-mill insurance broker - we're focused on the big picture.

We believe that health and wealth are intrinsically linked. Healthy people miss fewer workdays. They're more productive. They're optimistic and less stressed, making it easier for them to tackle challenges and accomplish goals. With this in mind, we've developed comprehensive plans that focus on all aspects of health and well-being.

From Group Benefits and Group Retirement Savings experts, at Belmont we take our work seriously and we back it up with credentials.

What does that mean for you?

We won't push one product over another, or sell you anything you don't need. We develop tailored solutions that are a perfect fit for your business, association or union. We work with multiple insurance carriers, and our staff is salaried, which enables us to put you first.

BALANCE YOUR LIFE. WE CAN HELP.

What We Do

We'll go to work for you.

Group Employee Benefits are our specialty. We can connect you directly to the insurer and ensure you are getting the coverage, flexibility, services, and pricing you need. We are a Third Party Administrator, and we can also administer your plan here at Belmont Health & Wealth for you, saving you time, money and providing that friendly East Coast customer service.

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Group Retirement plans are just the icing on the cake. We have qualified advisors at each location ready to help you with choosing a plan to help retain your employees and plan for their future.

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Third Party Administration – Let us work for you! The advantage of third party administration is that you can use multiple insurance carriers, ensuring the best fit for your employees, and still receive one bill. If you are unhappy with the carrier you have, let our team find a better fit for you.

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Wellness – We believe that health and wealth are intrinsically linked. Healthy people miss fewer workdays. They’re more productive. They’re optimistic and less stressed, making it easier for them to tackle challenges and accomplish goals. With this in mind, we’ve developed comprehensive plans that focus on all aspects of health and well-being.

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