Founded in 1864. An employee-owned company.

Marshall & Sterling Acquires The Valley Group, Inc.

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Marshall & Sterling Insurance is pleased to announce the acquisition of The Valley Group, Inc., an industry leading insurance and financial services agency headquartered in Kingston, NY, with a satellite office in Hopewell Junction, NY. Since its founding in 1927, The Valley Group has served the insurance and financial service needs of the Hudson Valley with great distinction, providing their clients with service excellence and a superior level of customer care.

“We are very excited to now be part of the Marshall & Sterling organization,” commented Kevin Ryan, President & CEO of The Valley Group. Michael A. Ryan, CFP®, principal and registered investment advisor for The Valley Group added, “Marshall & Sterling has a very rich history throughout New York State, and since 1864 has been a company synonymous with outstanding insurance protection and service.” The Valley Group’s operations will continue at their two locations without interruption as their existing employees now transition to become employee-owners at Marshall & Sterling. Kevin Ryan will be Vice President & Branch Manager for the Kingston & Hopewell Junction offices, and Michael Ryan will be Vice President for Marshall & Sterling Wealth Advisors, Inc.

“The Valley Group has been a respected industry competitor of ours for decades,” stated Tim Dean, President of Marshall & Sterling Insurance. “Our combined organizations will provide expanded services and product offerings for commercial and personal insurance, risk management, group benefits, financial planning and wealth management throughout our region.”

Founded over 150 years ago, Marshall & Sterling, Inc. is currently ranked 33rd among more than 40,000 privately-held insurance agencies in the United States*, with total annual written premiums in excess of $600 million. An employee-owned company with more than 450 insurance specialists in 26 branch offices in New York, California, Michigan, Florida, Virginia and the U.S. Virgin Islands, Marshall & Sterling has been recognized for exceptional insurance services and best practices throughout the nation, and remains closely tied to the communities it serves.

*Source: Insurance Journal