USI Consulting Group

Industry: Financial Services

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USI Consulting Group Profile

Company Size: 201-500 employees

Industry: Financial Services

Founded Year: 1975

Type: Privately Held

Revenue: $5 to $10 million (USD) per year

Website: www.usicg.com

Social Links: Facebook

Headquarter Address: United States

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About USI Consulting Group

USI Consulting Group is one of the nation’s largest retirement and benefit consulting and administration firms servicing mid-sized organizations and is a wholly-owned subsidiary of USI Holdings Corporation (“USI”) – the second largest privately-held insurance broker in the United States.
Retirement & Benefit Solutions
For more than 35 years, organizations have relied on us to help their employees successfully plan and invest for retirement. Our team of highly skilled professionals provides specialized expertise in retirement and employee benefit plan design, administration, consulting, investments, legal & regulatory compliance and employee communications for approximately 1,400 clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations, as well as Fortune 500 companies.
Investment Advice for certain institutional accounts is provided by USI Advisors, Inc., a SEC registered investment advisor. 860.633.5283.
Securities offered through USI Securities, Inc., a SEC registered broker-dealer. Member FINRA/SIPC (for more information on membership, please go to www.FINRA.org and www.SIPC.org). Broker-Dealer Office of Supervisory Jurisdiction: 95 Glastonbury Blvd., Suite 102
Glastonbury, CT
06033
860.652.3239.
Both USI Advisors, Inc. and USI Securities, Inc. are wholly owned subsidiaries of USI Consulting Group: none of which offer legal or tax advice. Investment advisory firms, broker-dealers - more... USI Consulting Group is one of the nation’s largest retirement and benefit consulting and administration firms servicing mid-sized organizations and is a wholly-owned subsidiary of USI Holdings Corporation (“USI”) – the second largest privately-held insurance broker in the United States.
Retirement & Benefit Solutions
For more than 35 years, organizations have relied on us to help their employees successfully plan and invest for retirement. Our team of highly skilled professionals provides specialized expertise in retirement and employee benefit plan design, administration, consulting, investments, legal & regulatory compliance and employee communications for approximately 1,400 clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations, as well as Fortune 500 companies.
Investment Advice for certain institutional accounts is provided by USI Advisors, Inc., a SEC registered investment advisor. 860.633.5283.
Securities offered through USI Securities, Inc., a SEC registered broker-dealer. Member FINRA/SIPC (for more information on membership, please go to www.FINRA.org and www.SIPC.org). Broker-Dealer Office of Supervisory Jurisdiction: 95 Glastonbury Blvd., Suite 102
Glastonbury, CT
06033
860.652.3239.
Both USI Advisors, Inc. and USI Securities, Inc. are wholly owned subsidiaries of USI Consulting Group: none of which offer legal or tax advice. Investment advisory firms, broker-dealers and/or their representatives may only transact business and/or respond to inquiries in jurisdictions in which they are properly registered and/or licensed. The information provided within this website is not investment, securities or insurance advice and does not constitute an offer or solicitation. (06-2013) - less