Consulting Employee BenefitsInsuranceWealth Management
Hours:
10:00 AM - 4:30 PM Mon; 8:00 AM - 4:30 PM Tues-Fri
Driving Directions:
Conveniently located on the south side of New Richmond, in the New Richmond Business Center.
Alera Group, formerly JA Counter, thrives on innovative thinking and constant collaboration while maintaining strong local relationships and community connections. Our core purpose is to make a difference in our clients, our communities, and each other. We provide exceptional service to our clients through innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism. And we have fun doing it!
Our firm specializes in three main areas:
---Personal Markets---
Helping individuals with their insurance needs: health insurance, Medicare; long term care, disability, life insurance and all other aspects of individual protection options;
---Employee Benefits---
A unique approach to benefits consulting that intertwines organizational vision with benefits design to ensure sustainability and business strategy align for optimal organizational success
---Financial Services---
Group and individual wealth management, financial planing and retirement services, (college planning, estate planning, and retirement planning, financial education, 401k, buy sell agreements, and etc); our financial adviser will leverage different financial vehicles to create financial solutions in the group and individual markets.
Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.