Helping Talented Agents Close More Sales


MESSER Financial Group

Corporate Offices

  1216 Mann Dr
   Suites 100-200
   Matthews, NC 28105

Phone: 704-568-9649
Toll-Free: 866-568-9649


Helping Talented Agents Close More Sales

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This is the foundation that MESSER Financial was built upon. No matter what your market – Life, Health, Senior Market, Group, or Annuities, MESSER Financial Group is committed to becoming your partner for success.

Our Founding

We founded MESSER Financial Group in 2004. Our goal was to offer the best service and support for the independent agents who partnered with us. We wanted Messer Financial Group to be the place where talented agents could thrive and do what they do best.

Our Agents

We started with five agents and now work with over 20,000 independent insurance agents in over 40 states and have a staff, dedicated to keeping the highest standards to serve them. To new agents, we offer programs to help kick-start your business.  All agents are invited to participate in our training programs – live, webinar, and on-demand. We offer top contracts, great rates on E&O, lead program, a discounted rate on AHIP certification, and more. As a MESSER agent, you can have access to our proprietary quote and enrollment software, MyMFG. Our Medicare STAR program offers support, free leads, and more for Medicare agents. The all-expense-paid Top Producer Summit is the destination for and a celebration of our elite agents. Agents are treated to an all-expense-paid 4-day, 3-night event. At the event, they meet with best-in-class carriers and reps in an exhibit hall setting and a classroom setting. Agents enjoy food, fun, entertainment, and more - all as our way of expressing our appreciation for their hard work.

Our Staff

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Our staff, many of whom are licensed insurance agents, believe that it is their mission to provide the training, tools, administration, support, and service to our agent partners, allowing them to focus on serving the needs of their clients. Our philosophy is, “You don’t work for us – we work for you!”

Our agents are the boss, and our staff is the heartbeat of MESSER. We strive to create a culture where people can thrive, using their talents and abilities to serve others. To achieve a work-life balance, we offer our employees flexible schedules, we are a kid and a pet-friendly workplace, and we offer a generous benefits package. We have monthly catered lunches or cookouts so that everyone can gather together like a family. We believe that happy people are healthy and productive people.

Our Community

Because we don't just work here, we live here, we do our best to make a positive impact in our community, including caring for those who are less fortunate. Each year we adopt families who are in need, especially around the holidays when needs are greater, and loneliness can be overwhelming. We support our local churches, law enforcement, first responders, and the military.

MESSER Financial Group – founded by agents, for agents!


Bill Rice                                     Roy Messer

 CEO                                          Chairman