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Sentinel Benefits and Financial Group

We help businesses and individuals think about their employee benefits and financial goals holistically. Whether you are a CFO looking for a consultant to enhance your companies’ employee benefit plans or an individual looking for help with your own financial goals we are here to help you.

We have a range of dedicated professionals, actuaries, CFPs, retirement consultants, CFAs, and health plan consultants who work to service employers, individuals, and advisors. We believe that by doing the work ourselves we are able to maintain an extraordinary level of customer service.

Our health + wealth experts simplify the benefits process for plan sponsors, and our financial planners pit it all into perspective for individuals.


We provide a broad range of solutions including:
For Employers:
•    Retirement + Fiduciary services
•    Group Health Benefits
•    Reimbursement Accounts
•    COBRA

For Individuals:
•    Financial Planning
•    Online Investing
•    Health + Wealth Planning
•    Insurance Planning
... Read more

Purpose

Devoted to making a difference in the lives of our people, our clients, and our community. How can we embody our purpose? Our People: Genuine support of our teammates as we help them achieve their goals. Our Clients: Create peace of mind by enhancing the financial well-being of our clients. Our Community: Be community builders intentionally raising the spirits of our neighbor... Read more

Vision

Our people care about our organization. We are a company with a mission to be the best in our industry. Being part of this company means that you are part of something special. At Sentinel Benefits our foundational five are more than just words, they're a way of life. We understand companies with a solid culture and a higher purpose perform better. As we continue to grow, we strive to ensure that our culture remains alive and well.... Read more

Mission

From the beginning, Sentinel has had a clear focus: Do the right thing for real people. We’re extremely passionate about helping “the 99%” achieve better financial outcomes. And that “golden rule” approach to client service has fueled the firm’s role in serving over 3,000 clients throughout the United States.... Read more

Additional Culture Details

We believe that corporate culture can help maximize productivity—our employees are part of a unified team who enjoy working together to reach the common company goals. We embrace hybrid and remote work schedules and an open-concept floorplan where we find collaboration and teamwork continuously thrive. We encourage growing interdepartmental relationships by connecting outside of the office at company-sponsored events (departmental kickoffs, quarterly off-sites, employee-appreciation and charitable outings and paid volunteer days, holiday parties, and more). Our people are our core and we recruit for a cultural fit that grows our team for the long-term. How can we embody our purpose? Our People: Genuine support of our teammates as we help them achieve their goals. Our Clients: Create peace of mind by enhancing the financial well-being of our clients. Our Community: Be community builders intentionally raising the spirits of our neighbors.... Read more

Values

Integrity
We commit to doing the right thing all the time. When we say we’ll do something we do it.

Headquarters

Wakefield, MA

Employees

234 US Employees

Industry

Life Insurance, Annuities, & Retirement Investments

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