Messer Financial Group Email Format

InsuranceNorth Carolina, United States201-500 Employees

Messer Financial Group is an insurance-focused organization based in Charlotte, North Carolina, operating through a partner model with independent agents rather than selling directly to consumers. Founded in 2004 by Bill Rice and Roy Messer, the firm emphasizes partnership, service, and trust and aims to help capable agents increase sales across life, health, the senior market, and annuities. It supports a large network of independent agents—more than 25,000 across all 50 states—by providing training, administration, tools, and ongoing support so agents can focus on client needs.

The company presents itself as founded by agents for agents, prioritizing a service-oriented approach in which the organization works to assist its agent partners. In 2025, Messer Financial Group announced a collaboration with TLDCRM and Esotech Inc., reflecting ongoing engagement with ecosystem partners.

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