Employee Benefits

About


Employee Benefits

As licensed, independent insurance brokers, EagleStone can collaborate with you to develop tailored solutions for your business, helping you maximize your HR options while demonstrating your commitment to your employees’ collective health and well-being.

Let us guide you in addressing the unique needs of your organization. We’ll provide you with benefits options, consulting, and access to insurers, delivering the coverage and protection your business requires.

Our solutions for you and your employees include:

  • Health and dental insurance
  • Life, disability and long-term care insurance
  • Key Man (Key Person) insurance
  • Health Savings Accounts/Flexible Savings Accounts
  • Cafeteria Plans

Contact us to learn more

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Main Phone: 301-924-2160


Employee Benefits

As licensed, independent insurance brokers, EagleStone can collaborate with you to develop tailored solutions for your business, helping you maximize your HR options while demonstrating your commitment to your employees’ collective health and well-being.

Let us guide you in addressing the unique needs of your organization. We’ll provide you with benefits options, consulting, and access to insurers, delivering the coverage and protection your business requires.

Our solutions for you and your employees include:

  • Health and dental insurance
  • Life, disability and long-term care insurance
  • Key Man (Key Person) insurance
  • Health Savings Accounts/Flexible Savings Accounts
  • Cafeteria Plans

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Main Phone: 301-924-2160

Contact Us

Get in touch with one of our professionals to discuss your needs.


footerlogo

Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download Form ADV by clicking here.

Download Form ADV Part 2A by clicking here.

Click here to learn more about our Privacy Policy and Information Security Program.

Click here to for additional disclosures

Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

© EagleStone Tax & Wealth Advisors 2023. All rights reserved.