Kevin McGrath

Background

About Kevin McGrath

Currently specialize in both Health Savings Accounts (HSA) and Workplace Benefits Programs (specific to banking). I partner with Insurance Agents and Brokers who provide High Deductible Healthcare Plans (HDHPs) to groups of one or more. The Agent/Broker focuses on the insurance portion, we handle all banking aspects of the HSA. Upfront education, on-site account set up, and on-going support/education, as well as local servicing are all part of the value we bring to the partnership. If you are an agent looking for a great local bank to handle your HSAs, or you're a company that is looking for a bank to handle your team's HSAs, I'd be happy to meet to discuss the details of our HSA Program. In addition, I've helped thousands of companies expand their portfolio of benefits available to their employees via our workplace banking program. Again, I bring the bank to you, and offer financial services and benefits rarely matched in the industry. These benefits cost your company nothing, nor do we require minimum participation for your team, as we are looking to build a long-term relationship with your organization. Health Savings Account (HSA) ProgramWorkplace Banking Benefits ProgramSpecialties: Fluent in Spanish