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
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
SIC Code 64,641NAICS Code 52,524Show moreSMB Group Org Chart
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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
