BEATTIE AND ASSOCIATES LLC
FORT MYERS, FLORIDA

BEATTIE AND ASSOCIATES LLC is a full-service employee benefits firm dedicated to meeting the needs of small to mid-size businesses across multiple states, including Missouri, Illinois, Kentucky, Florida, and Montana. For over three decades, the company has been recognized for delivering comprehensive benefit packages combined with low-cost strategies and first-rate customer service. Founded in 1983 by Bruce Beattie, who had a previous two-decade tenure at New York Life and Guardian, BEATTIE AND ASSOCIATES was later joined by Tom Beattie in 1989. Becoming the managing partner in 1998, Tom continues to lead the company today, which is now headed by manager Debra A. Beattie. The firm prides itself on tailor-made benefit solutions for each client, reflecting their unique set of needs across various industries. The team includes industry experts like Tom Beattie and Karen, who brings over 16 years of experience in information systems from companies including MetLife Healthcare Management and United HealthCare, providing a strong foundation in broker sales & support since joining the company in 2003. Beattie and Associates offer extensive resources on group health, disability, life, dental, and vision insurance options. They emphasize understanding the complex landscape of employee benefits, guiding employers through options such as Pay or Play, SHOP Exchange Plans, HSA's and HRA's, and Self-Funding for both large and small groups. Headquartered in Fort Myers, Florida, with a registered mailing address at 12000 Cypress Links Dr., FORT MYERS, FL 33913, the firm is officially recognized under the company type FLAL. Incorporated on November 14, 2008, it maintains an active status with its last annual report submitted for fiscal year 2024. The business can be reached via phone at (636) 532-4300 or (312) 386-7966 and found online through their website: [beattieandassociates.com](http://www.beattieandassociates.com).