PSA Financial Services

Hunt Valley, United States Founded: 1928 • Age: 98 yrs Acquired By Hilb Group
Diversified insurance brokerage and HR consulting services are provided.

About PSA Financial Services

PSA Financial Services is a Financial Services company based in Hunt Valley (United States) founded in 1928, and was acquired by Hilb Group in December 2021. Diversified insurance brokerage and HR consulting services are provided. The company has 161 employees. PSA Financial Services has completed 2 acquisitions, including H.U. Dove and NextLogical. Its chief executive, as recorded, is Chip Lewis. Its focus areas include Insurance Distribution and Diversified.

Company details

PSA Financial Services diversified insurance brokerage and hr consulting firm through offering financial products and advice, insurance distribution, and diversified. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

  • Headquarters Hunt Valley, United States
  • Employees 161
  • Stage Acquired
  • Sectors
    Financial Services
  • Website category Finance · Insurance
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website psafinancial.com
  • Social LinkedIn X Facebook
  • Acquired by Hilb Group (Dec 2021)
Key Metrics

Investors in PSA Financial Services

PSA Financial Services has secured backing from 2 investors. Prominent investors backing the company include Hilb Group and MEDEX INSURANCE SERVICES, INC.

All
InvestorDescriptionFounded YearDomainLocation
medexassist.com
Personal, commercial, and specialty insurance services are provided.
2009hilbgroup.comRichmond, United States
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Investor details for PSA Financial Services

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  • Round participation
  • Investor portfolios
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People of PSA Financial Services

31 people are tracked at PSA Financial Services (8 in leadership, 23 in team); the tracked headcount is 161.

NameRoleGroup
Chip Lewis
CEO & MDLeadership
Jacquelyn Connor
Vice President, Client ManagementLeadership
Peter Vinton
Vice PresidentLeadership
Randall Singer
Senior Vice President, Employee BenefitsLeadership
John Lannon
Vice PresidentLeadership
Brian Marx
Senior Vice PresidentLeadership
Brian Lewis
Managing DirectorLeadership
Steve Pomponi Csp
Vice President, Risk And Safety ManagementLeadership
Debbie Cochran
Individual Financial Services SpecialistTeam
Melissa Reprogel Mosley
Account Manager For Jonathan Greif At PSA Insurance & Financial ServicesTeam
Debbie Flower
Account ManagerTeam
Madison Cottone
Client ManagerTeam
Kyra Contomanolis
Senior Client ManagerTeam
Leah Barrett
Account ManagerTeam
Taylor Crowley
Senior Client ManagerTeam
Shelli Meliker
Account ExecTeam
Esther Azwalinsky
Private Client SpecialistTeam
Glenn Simmons
Claims AdvocateTeam
Evelin Aguirre
Account ManagerTeam
Amy Levey
Client Advocate ManagerTeam

11 more people are available in the full profile.

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Complete people profiles for PSA Financial Services

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  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

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Investments & Acquisitions by PSA Financial Services

PSA Financial Services has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include H.U. Dove and NextLogical.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Insurance brokerage, HR consulting, and risk management services are provided.
hudove.comHunt Valley, United States1845Apr 2020β€’β€’β€’β€’
Healthcare benefits consulting services are provided to employer clients.
nextlogical.comWestminster, United States2000Oct 2016β€’β€’β€’β€’
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Complete acquisition details for PSA Financial Services

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  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of PSA Financial Services

5 dated milestones of PSA Financial Services across 93 years, from founding to its latest funding, stage changes and deals.

  1. Founded PSA Financial Services is founded.
  2. Exit Acquired by MEDEX INSURANCE SERVICES, INC..
  3. Acquisition Acquires NextLogical.
  4. Acquisition Acquires H.U. Dove.
  5. Exit Acquired by Hilb Group.

Web traffic of PSA Financial Services

The website of PSA Financial Services (psafinancial.com) receives about 4K visits a month and ranks #2,135,301 among all websites worldwide, #6,574 in Insurance.

  • Monthly visits
    4K

    ▼ 16.1% vs previous month

  • Unique visitors
    1.7K

    per month

  • Global rank
    #2,135,301

    among all websites

  • Category rank
    #6,574

    Finance · Insurance

Similar websites

Websites whose visitors overlap most with PSA Financial Services. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
propelinsurance.com
100%
5.6K#2,556,383View details
dcdis.com
dcdis.com
92%
#7,481,046–
fi360.com
85%
30.8K#690,524View details
benefitslink.com
84%
51.5K#661,331View details
osagepartners.com
84%
#6,969,389View details

Top companies in Insurance & Risk Management

3 companies that operate in the same segment as PSA Financial Services (Insurance & Risk Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Investment advisory, insurance distribution, and risk management services are provided.
1998Chicago, Illinois, United StatesUSD 1.6 B
Financial institution offering insurance & transaction services
1847Jacksonville, United StatesUSD 500 MUSD 14.51 B23,530
Integrated healthcare services and coverage are provided nationwide.
1945United States
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Frequently Asked Questions about PSA Financial Services

PSA Financial Services was founded in 1928.

PSA Financial Services is headquartered in Hunt Valley, United States. It is registered at Hunt Valley, Maryland, United States.

Chip Lewis is the CEO of PSA Financial Services, as recorded in our data.

PSA Financial Services has 161 employees.

PSA Financial Services diversified insurance brokerage and hr consulting firm through offering financial products and advice, insurance distribution, and diversified. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.

PSA Financial Services has made 2 acquisitions, including H.U. Dove, and NextLogical.

PSA Financial Services has 2 investors. Key investors include Hilb Group, and MEDEX INSURANCE SERVICES, INC.

Yes. PSA Financial Services was acquired by Hilb Group in December 2021.

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