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Click here or call 508-494-8303

Get a PFML quote from a Private Insurance Carrier!!

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Vanessa Costa   508-494-8303  cell     [email protected]  

 

Vanessa has an extensive financial services background. While still in high school, she helped her father prepare tax returns and provide bookkeeping services for small businesses. After earning an accounting degree from Assumption College, she worked at a CPA firm, then as a commercial lending officer at a local bank, combining her strength in financial analysis with an understanding of new business development.

Vanessa began to specialize in employee benefits in 1988, and is an expert on all aspects of benefits plans and management. She holds the professional insurance designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CFHC).

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Bill Randell      508-414-8305  cell    [email protected]

Bill brings to the practice of benefits management extensive experience in the insurance components, as well as personal experience in growing and managing small businesses.

Bill earned his bachelor’s degree at Boston College, while working alongside his father in the family business, seeing first-hand the needs of the entrepreneurial environment and the challenges of managing a small business. After graduating, Bill focused his own career on insurance and employee benefits management.

Bill holds the professional insurance designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CFHC).

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Advantage Benefits 78 Pleasant Street Worcester MA 01609