What’s New

Team MB enjoyed a lovely day on the bay to celebrate and wrap up 2023. As we closed out the year, we celebrated MB’s successes and milestones that were reached by the team. MB is a collaboration of talented people all working toward a common goal of serving our clients to the best of our abilities. We look forward to continuing our dedicated focus on providing world class service to our MB clients and assisting those we serve to help them “keep together” what they have spent an entire lifetime(s) putting together.

One of our core values at Morris Boyle, an Alera Agency is Legendary Service—that our clients and advisors can count upon—in everything that we do. Our “Wisdom of We®” mantra is embedded in our ongoing commitment to service of our policy holders insurance programs and that commitment to service, extends far beyond our firm to the local communities in which we serve. Read More >>

Sabiha Rahman is our new Administrative Assistant at our Walnut Creek headquarters. Sabiha comes to us from the medical industry and is a new Bay Area resident. She will be assisting the Life Client Services Team with administrative tasks to support our team to better serve our clients. MB strives for a “Legendary” client service experience and with Sabiha’s addition –we are proud to continue to build on that foundation! Please join us in welcoming Sabiha Rahman! Learn more about Sabiha>>

Alera Group, a top independent, national insurance and wealth management firm, today announced the acquisition of Sitzmann Morris & Boyle (SMB) Insurance Agency, a California-based financial services agency providing wealth-preserving strategies and life insurance products and services nationwide.
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