Brokers

Carolyn Andress

Carolyn Andress 150 150 thinkdm2

“Balance Point has always been a true broker partner. The team is very responsive to client concerns and flexible in accommodating special requests. It is nice to have a dedicated person to call who can not only listen to concerns, but quarterback the solution.” Carolyn Andress – Vice President, HUB International Limited (A member of…

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Philip Cohen

Philip Cohen 150 150 thinkdm2

“It’s great to find and work with a partner who is like-minded in their approach to business and client service. We always know our clients will be taken care of and that we have a resource that we can call upon at any time.” Philip Cohen – Managing Partner, Employee Benefits Advisor Broad Reach Benefits…

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Gary Bernabe

Gary Bernabe 150 150 thinkdm2

“Balance Point made it easy for our client to transition their payroll, a function that is generally thought of as a very complicated and scary process. They demonstrated hand-holding service right through the process and its completion.” Gary Bernabe, RHU, CHC – CBC Senior Vice President Northeastern Benefit Services, LLC

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