Date Founded: 1871
At Wheeler & Taylor, we have decades invested in the art and science of learning your business and personal risk profile from the ground up. We know what you need and why. We work in tandem with you to understand your risk and insurance service needs and what you aspire to achieve as a company and in your endeavors. We pride ourselves in being different in our approach to managing your risks and in making a difference – for our clients and the communities we serve.
Founded in 1871, five years after the Civil War, Wheeler & Taylor is one of America’s oldest continuously operated financial companies. We have been a rock in the community and for our clients through world wars, the Great Depression, and many financial crises. With a long and storied history that includes insurance, real estate brokerage, and banking, Wheeler & Taylor is forging a path into the future on the leading edge of risk management, insurance, and real estate solutions. While our history and roots lie solidly in Western Massachusetts, we have worked with our partners at GoodWorks Financial to expand regionally and globally. Operating from locations in Massachusetts, Connecticut, New Jersey, California, and Nevada, we serve clientele throughout the U.S. and internationally. With Wheeler & Taylor, you don’t have to choose – we offer you the hometown service and values you deserve, combined with the expertise, capabilities, and reach you need.