About Arbor

How We've Grown

Established in 1992, Arbor offers specialized financial and advisory services to businesses and families.  We cultivate clients seeking financial growth with minimal risk, and offer them unparalleled service.  We promise a lot of service and deliver more - and we are always available to address our clients' concerns.

In 1997 we were invited to join PartnersFinancial, an independent national financial services network.  In 1999 PartnersFinancial formed a parent company, National Financial Partners (NFP,) which became part of the NYSE in 2003.

This relationship allows us to branch out with a broad portfolio of top-of-the-line corporate and personal life, health and disability insurance products before they are available to the general public. We also provide advice on a wide variety of financial planning issues including retirement and pensions, long-term care, estates, college funding and benefits.

We formed Arbor Group to better address the unique and complicated needs of our personal and corporate benefits clients.  In addition to an extensive range of state-of-the-art products, Arbor Group's dedicated, knowledgeable professionals offer the prompt and personalized attention that has become our hallmark.

In 2008 Arbor Associates merged with HSA Corporation to form ArborHSA.  The alliance broadens our expertise in the world of life insurance and underwriting.

In addition to the required federal and state licenses, many of the professionals at Arbor  have earned advanced professional degrees including Chartered Life Underwriter (CLU,) Chartered Financial Consultant (ChFC,) Certified Financial Planner™ (CFP®,) Certified Long-Term Care Specialist (CLTC,) and Registered Health Underwriter (RHU.)  These designations are your assurance of our dedication and experience in the complex world of insurance and wealth management.