USI Consulting Group is a financial services company that provides investment advisory and employee communication services.

Consulting

Employee Benefits

Investment Management

Venture Capital

USI Consulting Group

USI Consulting Group's headquarters in Glastonbury, CT, United States

Bill Tremko

Chris Martin

Jamie Nichols

Dave Kappus

Jason Lindquist

Melinda Robidoux

Betsy Hammond

This department specializes in providing actuarial analysis, consulting, and management to assess and mitigate financial risks.

Actuarial Services

The Leadership Team at USI Consulting Group drives the company's strategic vision and operational efficiency, focusing on delivering innovative financial advisory services and optimizing employee communication initiatives. Comprising senior executives with expertise in retirement plan solutions, actuarial services, compliance, and client relations, this team collaboratively ensures the alignment of business goals with client needs, while fostering a culture of excellence and leadership within the firm.

Leadership Team

This department provides expert advice and strategies to help clients improve their business performance.

Consulting Services

This department provides expert guidance on investment strategies and financial planning to clients.

Investment Advisory

This department focuses on managing and enhancing relationships with clients to ensure their needs are met and to foster long-term partnerships.

Client Relations

The Operations and Client Services team at USI Consulting Group focuses on optimizing client interactions and ensuring efficient operational processes. This team is responsible for managing client relationships, coordinating administrative services, and implementing strategies that enhance service delivery. They work collaboratively to support client needs in investment advisory and employee communication services, ensuring a seamless experience and high satisfaction levels.

USI Consulting Group

Org chart

Teams

Actuarial Services

Leadership Team

Consulting Services

Investment Advisory

Client Relations

Operations and Client Services

Offices

USI Consulting Group

Org chart

Teams

Actuarial Services

Leadership Team

Consulting Services

Investment Advisory

Client Relations

Operations and Client Services

Offices

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