Margolis And Associates

As a start-up business owner/operator, I found Margolis & Associates' services invaluable. Their strategic, resourceful, and transparent guidance is unparalleled, and their team is always ready to go above and beyond to help us. Our interests are always aligned, aiming for growth.

Our firm has been working with the Margolis & Associates team for our employee health benefits for many many years. They are always responsive to our emails and calls and super helpful all around. They feel like a natural extension of our office. Highly recommended.

Joanne guided me through the miserable process of finding health insurance, first when I needed market coverage, and then when I became eligible for Medicare. She not only knew everything I needed to know, but she was very patient about answering my questions over and over again. I am very happy with the coverage she helped me obtain. And she returns calls and emails with lighting speed, which is greatly appreciated.

Andy has been my insurance broker for 15 years. He and his company provide the type of service one rarely gets now a days which is why I keep renewing: immediate responses, providing more service than you expect, empathy and a sense of humor!

We have been using Margolis & Associates for over 8 years and they have provided us with the best service and information needed for the insurance we require.