SMB Group
Insurance · Wisconsin, United States · 51-200 Employees
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Overview
Headquarters
2027 W Fond Du Lac Ave, Milwaukee, Wisco...Phone Number
(414) 979-5461Website
www.thesmbgroup.comRevenue
$17 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About SMB Group
Morris & Boyle Group is a boutique financial services firm that specializes in life insurance, underwriting advantage, insurance audits, and executive benefits. They cater to affluent, multi-generational families who seek comprehensive planning that integrates legal, tax, investment, and insurance disciplines. The firm emphasizes collaboration among advisors to ensure seamless planning and long-term success for their clients. With over six decades of experience, they are dedicated to providing tailored solutions that address the unique needs of their clients.Explore more
Popular SearchesSMB GroupSmb Group Consultants LLCSIC Code 64,641NAICS Code 52,524Show more
SMB Group Org Chart
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SMB Group is experiencing very low activity levels compared to other companies in the Insurance sector.
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SMB Group Tech Stack
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Morris & Boyle Group is a boutique financial services firm that specializes in life insurance, underwriting advantage, insurance audits, and executive benefits. They cater to affluent, multi-generational families who seek comprehensive planning that integrates legal, tax, investment, and insurance disciplines. The firm emphasizes collaboration amon... Read More
