"In 2010, Kirk Marketing engaged the Caligiuri group to help us negotiate a new benefit plan and we have been extremely pleased by the results.

Their account team was persistent and professional.  They met with us numerous times, building confidence in the early stages of the relationship.  Throughout the project, the team worked hard to iron out all of the details through the transition to the new plan.  We found them to be knowledgeable and on top of industry changes.

A key benefit for Kirk came from the employee survey they conducted and their review of our current benefit plan and usage.  Once the review was complete, they were able to make recommendations that not only saved us costs, but also improved the benefit package overall.  This was the case even for employees with less seniority. 

As one employee put it, the result was “nice work, slight costs and big improvement”.

I would highly recommend the Caligiuri group to any organization seeking to partner with a company that will help them achieve benefit improvements while delivering professional, knowledgeable service.

Candace Hollas, BComm, CGA
Vice President, Finance and Administration

 

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"Caligiuri Financial is doing an outstanding job addressing our group benefits needs. I had never imagined that having a group benefit plan for my company can be an easy thing until Caligiuri Financial started to help. I would gladly recommend them to any business owner."

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