About Us | Overview
We are located at 620 Hinesburg Road in South Burlington. We employ 26 dedicated insurance and investment specialists. Our business has quadrupled in size since 1988, where today, we manage and service the needs of over 2,000 businesses and individuals in Vermont and New England. Our clients range in size from the self-employed business owner to businesses with over 250 employees. While a majority of our clients are located or headquartered in Vermont, we have clients throughout the country. Our client base includes several established Vermont businesses, start-up and growing companies, nonprofit organizations, and individual clients.
Fleischer Jacobs Group is comprised of four divisions:
- Employee Benefits
- Asset Management
- Financial Planning
OUR GOAL is excellence.
We believe that achieving excellence requires the intelligence to analyze a situation, the knowledge to develop a plan and the tools to accomplish what we set out to do. We value your time. We look carefully at your needs. We respect your budget. We work to deliver what we say we will. For us, that is excellence.
Collectively, we have a highly trained and experienced staff in the insurance and investment fields. Today, our group has grown to 26 professionals; all trained and experienced across the industry as insurance and investment advisors. We also have on staff a Certified Public Accountant, an Attorney, and three Certified Financial Planner's. Most of our staff hold licenses in Accident, Life and Health insurance and /or the Financial Industry Regulatory Authority's (FINRA) Series 7 license. Some staff hold other financial industry related designations as well.
OUR PRODUCTS AND SERVICES
We offer a comprehensive portfolio of employee benefit plans as well as individual insurance and investment options. In addition, we have formed extensive business partnerships that further enhance the level and diversity of services we can provide.
We look forward to putting our experience to work for you and your employees and hope to build a lasting relationship as we face the ever changing business landscape together.