Employee Benefits

About


Employee Benefits

As licensed, independent insurance brokers, EagleStone can collaborate with you to develop tailored solutions for your business, helping you maximize your HR options while demonstrating your commitment to your employees’ collective health and well-being.

Let us guide you in addressing the unique needs of your organization. We’ll provide you with benefits options, consulting, and access to insurers, delivering the coverage and protection your business requires.

Our solutions for you and your employees include:

  • Health and dental insurance
  • Life, disability and long-term care insurance
  • Key Man (Key Person) insurance
  • Health Savings Accounts/Flexible Savings Accounts
  • Cafeteria Plans

Contact us to learn more

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Joe Kantakevich, CFP®

Director of Investments & Portfolio Management

Main Phone: 301-924-2160


Employee Benefits

As licensed, independent insurance brokers, EagleStone can collaborate with you to develop tailored solutions for your business, helping you maximize your HR options while demonstrating your commitment to your employees’ collective health and well-being.

Let us guide you in addressing the unique needs of your organization. We’ll provide you with benefits options, consulting, and access to insurers, delivering the coverage and protection your business requires.

Our solutions for you and your employees include:

  • Health and dental insurance
  • Life, disability and long-term care insurance
  • Key Man (Key Person) insurance
  • Health Savings Accounts/Flexible Savings Accounts
  • Cafeteria Plans

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Joe Kantakevich, CFP®

Director of Investments & Portfolio Management

Main Phone: 301-924-2160

Contact Us

Get in touch with one of our professionals to discuss your needs.


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Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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