Meyer-Chatfield

Financial ServicesPennsylvania, United States11-50 Employees

Meyer-Chatfield is a financial services firm located in Jenkintown, Pennsylvania, that serves community and regional financial institutions across the United States. The firm specializes in BOLI and CUOLI, providing products, services, consultation, and administration to design and deploy tax-advantaged employee benefit strategies. With more than 250 clients in 42 states, Meyer-Chatfield has managed and serviced BOLI transactions for hundreds of banks and credit unions, placing over $3 billion in BOLI and CUOLI. Founded more than 20 years ago, the company helps clients improve earnings, design efficient benefit plans, and mitigate risk. The organization has 11-50 employees and its team includes professionals in Insurance, Investments, Actuarial Science, Structured Products, Executive Compensation, and Plan Administration.

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