Services

Jamie Karrat has over 10 years of experience in the Insurance industry.  She is extremely knowledgeable and loves to educate her customers on how their insurance policies work.  Give her a call for fast, friendly service and a comparative quote for your Auto and Home Insurance

Mike Flanagan is the principle Broker Owner of Mortgage Unity, LLC.  Mike has been a residential mortgage professional for over ten years and has extensive experience in everything from first time home buyers to complex jumbo financing.  Competitive rates and unparalleled customer service is the foundation of his business. 

Gary Kelley began investing in real estate in 2007 with three partners, growing the holdings to 200 residential doors and 140,000 square feet of commercial space. Most recently he was chief operating officer for CRM Property Management with over 600 residential doors in Greater Boston.

Michael A.B. Robbins has over sixteen years of real estate legal experience providing expertise and a team approach for clients dealing with complex residential and commercial real-estate matters. He serves as an exceptional intermediary assuming responsibility for the buyer and seller representation, collaborating with real estate agents and top ranked financial institutions plus working effectively with government agencies. 

Gregg Katz, of Katz Financial Services, has been in the financial services industry for over 10 years. Gregg finds personal satisfaction in helping individuals meet their personal and business goals. He serves as a resource for his clients and guides them through making financial decisions by identifying life and disability insurance needs, utilizing investment and savings strategies and assisting with debt management strategies to efficiently pay down credit card and/or student loans.

Marvin S. Silver is a partner in the law firm of Christopher, Hays, Wojcik & Mavricos, LLP. Marvin concentrates his practice in the areas of estate planning and administration, trusts, probate and elder law.  He was recently named Best Lawyers’ 2019 Worcester Trusts and Estates Lawyer of the Year and previously also received that honor in 2015 and 2017.  

Jami Eycleshymer is a commercial lender at Middlesex Saving Bank. She works with business owners and commercial real estate investors in the Metrowest areas. Jami takes an advisory approach to financing working capital, business growth, asset acquisitions and purchases of commercial real estate. She would like to be right there with you, assisting you in any of your business banking needs.

Vincent Servello is the Founder and President of Servello CPA – he has been working in the accounting field for over 10 years. Vincent is a member of the American Institute of CPAs (AICPA), the world’s largest member association representing the accounting profession. As a proud member of the AICPA, Vincent adheres to a set of ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments.

Michael O’Leary is a licensed insurance professional with 30 years of insurance industry experience. Prior to joining Small Business Insurance Agency, he worked as an Account Manager, Sales Executive and Manager at Fallon Health in Worcester MA for 20 years. Michael is a Benefits Broker that provides full analysis of employee benefits that include health and dental coverage to worker’s compensation, liability insurance and retirement plans, with diverse products and programs to help business owners and individuals reduce their exposure to risk, and for employers, to build benefit programs that attract and retain employees.