Investment Management - Newtown, Pennsylvania, United States
For more than 40 years, The Kirwan Companies been empowering business owners and HR professionals to make the best decisions when it comes to choosing employee benefits programs, HR technology systems, and investment plans. What sets us apart from other brokers is our in-depth knowledge of top health insurance carriers, and expertise in health savings accounts (HSAs); we assess and recommend improvements and savings over your current offerings. We've been administrating HSAs since their inception as MSAs in 1997. We offer financial services that other benefits companies do not – portfolio management for corporations, trusts, foundations, individuals and retirement plans. With our professional assistance, our clients set up their businesses for long-term success, protect their assets, and secure their personal futures. Our client retention rate is upwards of 95%, including a long-standing relationship serving the Medical & Business community. Founder and CEO, Michael Kirwan, had represented the entire State of New Jersey's Medical Society for well over a decade, and had been an endorsed HSA provider to the Bucks County Medical Society. He is a Registered Employee Benefits Consultant (REBC®), an Investment Advisor Representative (IAR), offering securities through American Portfolios, a registered broker/dealer and member of FINRA/SIPC. If you're looking for a dependable HR or investment partner, personalized customer service, and expertise in health-care reform and compliance, please contact us.
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