Welcome to Celtic Benefits
Insurance and financial services that meet you where you are.
At Celtic Benefits, we help individuals and businesses navigate benefits, insurance, and financial planning with clarity and confidence. From group health plans to personal P&C coverage and investment strategies, our mission is to make smart solutions simple.
Fast, customized options. No guesswork.
Employee Benefits
Streamline your benefits experience with expert guidance and support. We work with top carriers and platforms like Employee Navigator to help you build a package that fits your team’s needs and budget.
Financial Services
From retirement planning to investment strategies, we offer personalized financial advice to help individuals and businesses move forward with confidence. Our financial planning services are tailored and practical—never one-size-fits-all.
Personal & Commercial Insurance (P&C)
Protect what matters—at home and at work. Whether you need auto, home, business, or umbrella coverage, we bring clarity to your options and simplify the process from quote to policy.

Why Celtic?
Independent and client-focused
Partnerships with top-rated national carriers
Local roots, national reach
Seamless digital tools and human-first service
Let’s Build Your Benefits Plan or Policy
Start with a quick quote and let us do the heavy lifting.