Broker Check


See What Our Clients have said about Us


"We have had a business relationship with Willard Financial Group for over 15 years. There expertise in designing key employee retention plans, for only those who we choose, has given us a simple avenue to retaining our talented people".

John T. Mahoney, President
Fairview Millwork Company
Bridgewater, Ma

"I originally met Rick Willard (Willard Financial Group, LLC) in the year 2000 as I was enrolled in an incentive plan sponsored by my employer, then and still,  B-G Mechanical Contractors, Inc... Since then Rick has become a friend and I have trusted him to provide insurance services for me and my family".

David Gernux, President

B-G Mechanical Contractors, Inc.

Chicopee, Ma

“Willard Financial Group provided us with creative insurance strategies we did not know existed. Plan administration and customer service has been outstanding”

Brent Fidler, President
Southern Glove, Inc.
Conover, NC

“Thanks to Willard Financial Group, we have received invaluable business programs to help retain our key employees through fixed insurance.”

David Weeks, Owner
Kelly Fradet Lumber
Enfield, CT

“Willard Financial Group did a superb job creating and implementing our nationwide split dollar life insurance plan to help retain and reward our key employees.”

Frank R. Granara, President
General Insulation Company, Inc.
Medford, MA

“A creative and knowledgeable team…their performance based insurance plan helped motivate and reward my key employees.”

Mike Anderson, President
S.W. Anderson Sales
Long Island, NY


"Willard Financial Group’s “One-Stop-Shop” approach to creating a protection plan for the future succession of my business was both smooth and time sensitive. Something all business owners appreciate.

Thomas E. Hannon, President
Commonwealth Plumbing Corp.
290 Weymouth St
Rockland, MA 02370

“Thanks for working with us to create a retention plan using fixed insurance products for the key members of our management team. "A" player talent is always in limited supply, and the insights and planning presented by you and your team has helped us create a package that will help to retain our top performers for many years to come. Thank you for your efforts, and we look forward to working together in the future

Dave DelVecchio, President
Innovative Business Systems, Inc.
Easthampton, Ma

“Willard Financial Group’s customized insurance strategies were the perfect solution to meeting our Retention and Rewarding goals.”

Kevin Medeiros, President
Goodrich Lumber Co
Kingston, Ma