Limestone Planning Group, Inc.

Limestone Planning Group is our employee benefits company. Specializing in employee benefit groups we work closely with Excellus, MVP and United Health Care. Limestone Planning Group provides individualized care to each and every customer we work with. Limestone Planning Group is a WBE certified employee benefits company.

Limestone Planning Group was established in 2008 and acquired by Firm Insurance Agency, LLC in 2016.

Patricia C. Oot, A.R.M – Managing Partner

Patty was born and raised in Fayetteville, New York. She is a graduate of Bishop Grimes High School and a graduate of Emerson College in Boston, Massachusetts. Patty manages the Limestone Planning Group benefits division and works closely with the service and sales team on daily operations. Patty holds the designation of Associate in Risk Management, and is the Managing Member and owner of Firm Insurance Agency, LLC and majority owner of Limestone Planning Group, Inc., Patty resides with her husband and two children in Manlius, New York.

Member Greater Manlius Chamber of Commerce
2019 Syracuse Business Journal #18 – Book of Lists – Property Casualty Insurers
2020 Syracuse Business Journal #17 Book of Lists – Property Casualty Insurers
2021 Syracuse Business Journal #17 Book of Lists – Property Casualty Insurers

Daniel P. Jeffery, CFP©, CRPC© – President

Dan was raised in Manlius New York. He is a graduate of Fayetteville Manlius High School and a graduate of Plattsburgh State University of New York. Dan operates in our group benefits division and works closely with our group accounts for health insurance, group disability and other group products. Dan holds the designation of Certified Financial Planner and Chartered Retirement Planning Councilor. Dan is the President of Limestone Planning Group as well as a Financial Planner with Commonwealth Financial Network. Dan resides with his wife and their two children in Manlius, New York.

Richard M. Jones, CLU – Group Benefit Sales

Rick joined Limestone Planning Group in the Group Benefits Division in 2022. Rick was raised in Dewitt, NY and is a graduate of Jamesville Dewitt High School and SUNY Brockport. With 35 years of experience in the group benefits arena he is a great fit to our team. Risk also has held the designation of chartered life underwriter since 1987. Rick resides in Syracuse.

Teresa Marsh – Group Benefits Coordinator

Teresa joined Limestone Planning Group in 2017. Teresa has extensive experience in the employee benefits field. Teresa was formerly employed by RK McKinnon & Associates/McKinnon Benefits Group where she handled the customer service for many of the Limestone Planning Group accounts. Teresa works closely with our group benefit accounts to assist with all aspects of their service.

Some of the employer based products we offer include: Medical, Dental, Vision, Life, Disability (Statutory, Supplemental, Short and Long Term), Health Reimbursement Account – (HRA), Health Savings Account – (HSA), Flexible Spending Account – (FSA), Medical Bridge, Retirement Planning, Key Person DI/Life.

Our voluntary/contributory benefits we offer include: Accident, Critical Illness – Specified Disease / Cancer, Medical Bridge, Disability, Life and Supplemental Savings.

The carriers we currently represent include:

  • Colonial
  • Columbian Mutual Life
  • Davis Vision
  • Excellus BC/BS
  • GEO Blue
  • Guardian
  • Hartford
  • Lifetime Benefit Solutions
  • Lincoln Life
  • Metlife
  • MVP
  • Principal
  • Shelterpoint
  • Standard
  • United Healthcare
  • Unum
  • VSP Vision

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