I was referred to Joe Appelbaum several times and did not pursue as there was always something else to manage. Finally—twice in one day—my partner and our personal insurance broker referred Joe. It was a sign to connect with Joe at last. I wish I made the call the first time I received the referral. Joe and his team did an unbelievable job of handling the needs of two merging companies. Their analysis cut through the noise of two companies with disparate systems, benefits, and contributions and was executed with a pragmatic and empathetic approach for our employees. Additionally, because Joe and his team found savings for us, we were able to add additional benefits for the firm that all employees welcomed. I cannot thank him and his team enough. Anyone who doesn’t sign on with Joe—don’t be like me, sign up the first time.
