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TESTIMONIALS

WHY CLIENTS VALUE US

“It has been an enriching experience, professionally and personally, to work with Heidi and her team over the past 25 years.  From the simplest of plans to  the most complex of health & welfare structures, I have always felt secure in knowing the compliance needs of our clients were in best of hands. Our longstanding partnership with Braren-Walsh is a reflection of their integrity, their high ethical standards and an attention to detail which is second to none in the industry. 
Heidi sets the bar high and has delivered for
us and our clients every time.”

Founder and Principal, Maryland Brokerage Firm

"We feel secure in our decision to partner with Braren-Walsh & Associates, Inc.  Their nimble customer service, competitive pricing and rapid turn around times make working with them easy - and they deliver accurate and quality plan filings on time."

CFO, New Jersey

"For over ten years we’ve relied on Braren-Walsh to provide our clients the guidance and services they need to comply with the complex regulations associated with sponsoring employee benefit plans.  They are our “go to” professional in this space and have never disappointed us."

Principal, New York Brokerage Firm

"Heidi is a true professional and an expert in her the field. I can always count on her being very thorough and responsive. Her expertise is invaluable to our firm and the clients we service."

Senior Client Executive, Illinois Brokerage Firm 

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