Marshall+Sterling

We’re so grateful to our clients and partners for another incredible year. Please see our CEO’s reflections on 2024 in his post below

To echo our CEO, Eric Diamond, our team at Marshall+Sterling wishes you and yours Happy Holidays! You can read Eric’s holiday message in his most recent post.

To empower you to predict, prepare for and preempt risk where you can, we recently relaunched our company website to bring you a range of resources and information. At MarshallSterling.com, you will discover the full breadth of our services, including property and casualty insurance offerings, employee health and benefits, wealth advisory and retirement services, and equine insurance. The website also has more than 800 pages of insights to help you understand the risk, wealth management, insurance and employee benefits issues individuals, businesses and other organizations grapple with every day. Finally, we have made it easier to find the tools you need to manage your programs with us. Our new “Marshall+Sterling 24/7” page includes payment options, portals and toolkits, as well as third-party resources that help you stay on top of the latest news. Plan to visit MarshallSterling.com today and begin to plan your strategies for success.

🍂🦃 Happy Thanksgiving! 🦃🍂 This Thanksgiving, we are grateful for our incredible clients, dedicated employees, and their families. Your trust, hard work, and support inspire us every day. From all of us at Marshall+Sterling, we wish you a holiday filled with warmth, joy, and cherished moments with loved ones. 🍁 Thank you! 🍁 #HappyThanksgiving #Gratitude #Thankful

Marshall+Sterling is Seeking Top-Tier Employee Benefits Sales Executives in Upstate New York! We're looking for the best in the business to join our team and lead high-level sales initiatives that drive growth and innovation! Why join us? -Competitive pay with unlimited earning potential -Opportunity to work with a forward-thinking organization -Collaborative and supportive environment guaranteed for success If you’re ready to make an impact, let’s connect! DM me or email me at ckapuniai@marshallsterling.com #Insurance #EmployeeBenefits #SalesLeadership #ExecutiveSearch #CareerOpportunity #UpstateNewYork #NewYorkInsuranceBrokerage

As the season of giving begins, Marshall+Sterling is proud to announce our support for two local Poughkeepsie-based organizations that enrich our neighborhoods and assist those in need. TOP: Mid-Hudson Discovery Museum (MHDM) welcomes more than 80,000 visitors a year with child-friendly exhibits that focus on early literacy, art, early STEM, health, and the local community. From left to right: Marshall+Sterling President & CEO Eric Diamond; MHDM Executive Director Jeffrey Sasson, Dillon Fontaine, Marshall+Sterling Senior Sales Executive & MHDM Board Co-President; and Marshall+Sterling COO Jim Dahoney. BOTTOM: Hudson Valley Clubhouse (HVC) is a social service day program for people 18 years and older living with serious mental illness. Pictured from left to right are Dillon Fontaine CLCS, CRIS; with HVC Executive Director Blaise Sackett & Program Director Sarah Santos; Marshall+Sterling Wealth Advisors' Kelsey Ponesse, CPA; and Marshall+Sterling Board Chair Emeritus, John O'Shea. So far in 2024, Marshall+Sterling has donated over a half million dollars to more than 140 worthy non-profits across the U.S. and the U.S. Virgin Islands, helping strengthen our communities and making them safer and more secure. #strongertogether

Happy Veterans Day from all of us at Marshall+Sterling! ❤️🤍💙🇺🇸 Thank you for your service! #VeteransDay2024

Marshall+Sterling continues to grow its presence in Upstate New York with the acquisition of the assets of FitzGibbons Agency LLC, a third-generation independent insurance agency serving the Oswego and Onondaga communities. Marshall+Sterling President & CEO Eric Diamond commented on the acquisition: “We are further solidifying our strong presence in Upstate New York, building on the integration of the Hearn Agency, Jacksland Associates, and Mancino Insurance in 2023, positioning us as a key player in the region. This expansion not only enhances our service offerings and client reach but also accelerates our momentum toward achieving our ambitious growth and profitability objectives. We remain committed to investing in opportunities that strengthen our competitive advantage and deliver long-term value to our clients and partners.” The agency was previously owned by Pathfinder Bank and John FitzGibbons. Marshall+Sterling also announced it is entering into an Enterprise Referral Agreement with Pathfinder Bank. Read the full press release here: https://bit.ly/3zSUHxn

Marshall+Sterling continues to grow its presence in Upstate New York with the acquisition of the assets of FitzGibbons Agency LLC, a third-generation independent insurance agency serving the Oswego and Onondaga communities. Marshall+Sterling President & CEO Eric Diamond commented on the acquisition: “We are further solidifying our strong presence in Upstate New York, building on the integration of the Hearn Agency, Jacksland Associates, and Mancino Insurance in 2023, positioning us as a key player in the region. This expansion not only enhances our service offerings and client reach but also accelerates our momentum toward achieving our ambitious growth and profitability objectives. We remain committed to investing in opportunities that strengthen our competitive advantage and deliver long-term value to our clients and partners.” The agency was previously owned by Pathfinder Bank and John FitzGibbons. Marshall+Sterling also announced it is entering into an Enterprise Referral Agreement with Pathfinder Bank. Read the full press release here: https://bit.ly/3zSUHxn

Marshall+Sterling invests in the careers of all of our employees by investing in our leaders. Great leaders have a profound impact on the growth and engagement of the people who work for them. If you’re looking for a career you can grow into, we would love to hear from you. #leadership #leadershipdevelopment #careerdevelopment