USI Consulting Group Email Format

Financial ServicesConnecticut, United States201-500 Employees

USI Consulting Group (USICG) is a financial services firm headquartered in Glastonbury, Connecticut, that provides retirement plan consulting and benefits administration. The company has operated for nearly 50 years and serves more than 4,300 clients across the United States, including public and private sector employers, not-for-profit organizations, and Fortune 500 companies. It offers retirement plan, investment, actuarial, and benefits consulting through an integrated team of professionals. USICG is a wholly owned subsidiary of USI Insurance Services, the second largest privately held insurance broker in the United States. Investment advice for certain institutional accounts is provided by USI Advisors, Inc., an SEC-registered investment adviser, and securities are offered through USI Securities, Inc., an SEC-registered broker-dealer; both are affiliates of USI Consulting Group and do not offer legal or tax advice. The firm has expanded through acquisitions, including Burke Group in January 2024 and Hooker & Holcombe in May 2023.

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