Needham, MA

    About Us

    Our main office is Needham, MA.

    EXPERT EDUCATION

    Events and Webinars

    Medicare Educational Meeting

    Join Deanna from Alera Group, JA Counter for an educational event designed to help you understand your Medicare options

    August 19, 2025 at 04:00 pm CT | New Richmond WI

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    Medicare event

    Employee Benefits

    Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package

    In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.

    August 21, 2025 at 01:00 pm CT | Virtual

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    Webinar Graphic

    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

    The Hidden Cost of Sitting on Cash

    Holding cash might feel safe — but it could be quietly costing you. Learn how to find the right balance between flexibility and growth, so your money keeps working as hard as you do.

    July 28, 2025

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    Wealth Services

    Tuition, Travel, Retirement — Can You Plan for It All?

    You’re juggling college savings, retirement planning, and living fully today. Here’s how a personalized plan can help you balance it all — without losing momentum or peace of mind.

    July 28, 2025

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    Wealth Services

    What Does Wealth Mean to Your Family?

    Wealth is more than a number — it’s what you’re able to do with it. Discover how aligning your financial strategy with your family’s values can lead to greater clarity, connection, and purpose.

    July 28, 2025

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    Wealth Services

    Monthly Market and Economic Update - June 2025

    Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

    July 7, 2025

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      Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.