Needham, MA

    About Us

    Our main office is Needham, MA.

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Q2 2025 Quarterly Compliance Webinar

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    May 6, 2025 at 01:00 pm CT | Virtual

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    Wealth Services

    State of the Markets

    Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

    July 23, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    Wealth Services

    State of the Markets

    Join us as we unveil the factors that drive the nation's financial pulse and how they may impact your personal finances.

    October 22, 2025 at 12:00 pm CT | Virtual

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    State of the Markets

    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    Weekly Market Update

    Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. 

    May 5, 2025

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    Wealth Services

    Weekly Market Update

    Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks.

    April 28, 2025

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    Wealth Services

    Teaching the Next Generation: Financial Literacy as a Family Value

    Teaching financial skills to the next generation helps protect more than just wealth—it preserves your values. Discover practical ways to pass on knowledge and confidence along with your legacy.

    April 21, 2025

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    Wealth Services

    Weekly Market Update

    U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in.

    April 21, 2025

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