Who We Are

The Meltzer Group is a diversified comprehensive insurance brokerage and advisory practice specializing in life insurance, health and welfare services, retirement plan consulting, property & casualty insurance, and wealth management. Our devoted professionals believe that your needs and desires are the most important factors in the insurance and financial management process. We take an extraordinary amount of time and care to ensure you receive the services and products that you deserve.

We represent a multitude of insurance and financial companies known for their strength and stability. This combination of experience and diversity enables our organization to provide a spectrum of products and services that provide true value in today’s rapidly changing financial marketplace.

Many of the nation’s most successful real estate, construction and development firms rely on us to help meet their insurance and financial management needs. Our experience in estate analysis and non-qualified retirement planning ranges from Fortune 500 executives, to family businesses, to some of the world’s best-known athletes and individuals.

The Meltzer Group Mission Statement

Learn more about The Meltzer Group
CRN201803-200480

Management Team

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CEO & Founder
Meltzer Carroll Tauber Life
Team Member Since 1982

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President

Corporate

Team Member Since 2014

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Chief Strategy Officer

The Meltzer Companies

Team Member Since 1991

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President

Meltzer Carroll Tauber Life

Team Member Since 1983

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President

Meltzer Group Benefits

Team Member Since 2005

Executive Vice President

Meltzer Group Benefits

Team Member Since 1994

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Executive Vice President

Meltzer Group Benefits

Team Member Since 2003

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Executive Vice President of Operations

Meltzer Group Benefits

Team Member Since 1996

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President

Meltzer Retirement Plan Services

Team Member Since 2002

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Vice President

Meltzer Retirement Plan Services

Team Member Since 2006

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President

Meltzer Karlin Property & Casualty

Team Member Since 1990

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Partner

Meltzer Carroll Tauber Life

Team Member Since 2004

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Retirement Plan Sales Consultant

Meltzer Retirement Plan Services

Team Member Since 2007

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Vice President

NFP Property & Casualty

Team Member Since 2011