About Arbor

How We've Grown

Established in 1992, the professionals of ARBOR*HSA offer specialized insurance, financial and advisory services to businesses and families.  We cultivate clients helping them to achieve their goals, whether family or business related.  Our goal is to consistently offer our clients comprehensive service.  Our mantra is to deliver more than we promise, and we are always available to address our clients' concerns.

In 1997 we were invited to join PartnersFinancial, an independent national financial services network.  In 1999 PartnersFinancial formed a parent company, National Financial Partners (NFP,) which became part of the NYSE in 2003.

This relationship allows us to branch out with a broad portfolio of top-of-the-line corporate and personal life, health and disability insurance products and employee benefits services before they are available to the general public. We also provide advice on a wide variety of financial planning issues including retirement and pensions, long-term care, estates, and benefits.

We formed Arbor Group to better address the unique and complicated needs of our personal and corporate benefits clients.  In addition to an extensive range of state-of-the-art products, Arbor Group's dedicated, knowledgeable professionals offer the prompt and personalized attention that has become our hallmark.

Coordinated Planning Concepts merged with Arbor in 2005 and in 2009 Arbor Associates merged with HSA Corporation to form Arbor*HSA.  This alliance broadens our expertise in the world of life insurance and underwriting.

Our partners, combined, have in excess of 175 years of dedication and experience to offer to our clients and their advisors. In addition to the required federal and state licenses, many of the professionals at Arbor have earned advanced  professional degrees including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC),  Certified Long-Term Care Specialist (CLTC), and Registered Health Underwriter (RHU).  These designations are your assurance of our dedication and experience in the complex world of insurance and wealth management.