Since its founding in 2004 as a one-person operation, Perkins & Associates Financial Group has grown into one of Surry County’s most trusted partners in health insurance and benefits consulting. What began as a small, service-driven firm has grown into a dynamic two-division organization led by Julie Perkins, who oversees the Group Benefits Division, and Greg Perkins, who leads the Individual & Family Benefits Division, both supported by an exceptional team dedicated to helping individuals, families, and businesses make confident decisions in an ever-changing healthcare landscape.
A Firm Built on Growth, Expertise, and Personalized Support
Perkins & Associates Financial Group specializes in helping clients navigate the complex world of healthcare benefits, including the Affordable Care Act, as it relates to individuals and businesses, and today’s evolving insurance environment. Their team works closely with clients to simplify regulations, maximize coverage, and control costs, delivering clear, personalized guidance tailored to each unique situation.
Through their Group Benefits Division, Perkins & Associates Financial Group serves businesses of all sizes, with as few as two eligible employees. Whether companies are fully insured or self-funded, the team brings expertise in navigating both structures to design benefits strategies that meet organizational goals and employee needs.
Alongside this, the Individual & Family Benefits Division provides comprehensive support for individuals and families at every stage of life, ensuring access to the best coverage options available in a constantly shifting marketplace.
What truly sets Perkins & Associates Financial Group apart is their breadth of knowledge and versatility across both divisions. Rather than offering one-size-fits-all solutions, their team evaluates the full range of available options to provide personalized recommendations that best serve each client. This ability to look across plans, providers, and structures allows businesses and individuals alike to feel confident they are receiving the most effective and flexible benefits solutions possible.
This client-first philosophy, paired with deep industry expertise, has been the driving force behind the firm’s steady growth over the past two decades.
Rooted in Service, Dedicated to Community
As their footprint has expanded, Perkins & Associates Financial Group has remained grounded in its small-town values: integrity, personal connection, and a genuine commitment to the wellbeing of the community.
Their investment in the Surry County Economic Development Partnership reflects this commitment. By supporting major local initiatives, talent development efforts, and strategic growth projects, Perkins & Associates Financial Group helps strengthen the region they proudly call home.
Their belief is simple and powerful — when local businesses invest in local progress, the entire community rises.
Strengthening Surry County, One Client at a Time
Today, Perkins & Associates Financial Group stands as a testament to what focused service, steady leadership, and community-minded values can achieve. Their team works every day to ensure clients feel informed, protected, and supported as they make important healthcare and financial decisions.
Surry County is proud to spotlight a company that not only guides individuals and businesses through complex benefits decisions but also works alongside the community to build a stronger, more resilient future.
