Dan Bernardo's Contact Details

Dan Bernardo's Company Details

Sentinel Group

Wakefield, Massachusetts, US • 300 Employees
Financial Services

Sentinel Group is a single resource to manage all employee benefits. Founded in 1987, we have grown to be the second largest benefit consulting and administration practice in Massachusetts. Our services include: WEALTH PLANNING SERVICES > Investment Advisory Services > Retirement Plan Administration > Open Architecture Retirement Plan Recordkeeping > Defined Benefit & Cash Balance Plan Services > Actuarial Consulting > Employee Stock Ownership Plans LIFE PLANNING SERVICES > Group Benefits Brokerage > Flexible Spending Account Administration > Health Reimbursement Plan Administration > Health Savings Accounts > Transportation Plan Administration > COBRA Administration At Sentinel Benefits & Financial Group, we have been putting our clients first for more than two decades. In fact, building meaningful relationships with our clients to help them achieve their goals is the work we do. What differentiates us from competitors is how we approach our work. The business of providing employee benefits and financial services is not unique. There are many choices. However, brand and experience alone do not always translate to the best solution. We recognize that the only way to truly help a client is to know them first. We take the time to listen before we make recommendations. Through our interactive consulting process, we bring true custom solutions that deliver value to our clients. Member of Focus Financial Partners, LLC since January 1, 2007.