Alera Group Orange County is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.
Why work with Alera Group? Because we provide the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking and constant collaboration, while maintaining strong local relationships.
Our clients benefit from our national resources and broad expertise. Whether we are:
- Designing an innovative and affordable benefit plan for a mid-sized corporation in Boca Raton, FL
- Guiding a wealth management client across the finish line into retirement in Anchorage, AK
- Consulting with a new risk management client about how to proactively reduce losses on construction sites in Boston, MA
Each Alera Group firm is unique, with individual local and niche industry specialties. Our firms care about their local communities and often have long standing relationships with clients that span years or even generations. We encourage both a collaborative culture and the opportunity for each firm to have its own personality. We believe this enables us to deliver exceptional client experiences and the best possible outcomes – positively impacting our employees, clients and the communities where we live and work.
Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise and resources with the goal of elevating the client experience.
The word “Alera” is derived from the Latin word for “eagle,” which is symbolic of prosperity and success. For us, success is demonstrated through the speed, simplicity and efficiency of our service, along with the clarity of thought that our clients demand. We are committed to building on these attributes to enhance our strong local presence on a national scale.
Dedicated to Growth
Each year, more outstanding firms join our team. As Alera Group grows, so does our industry expertise, local relationships and collaborative culture.