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Showing 1 - 12 of 21 results
COST CONTAINMENT GROUP, INC
COST CONTAINMENT GROUP, INC
West Palm Beach, Florida
11-50 employees
OUR CORE VALUES Cost Containment Group, Inc. (CCG) is a unique holding company comprised of caring individuals dedicated to providing value, savings and service. CCG leads with its’ heart, not only for employees and customers, but for children and animals in need as well. OUR SUBSIDIARY OFFERINGS CCG pursues numerous endeavors through its subsidiary companies that focus on niche products in the health and consumer needs marketplace. These subsidiary companies are wholesalers and turnkey program managers of health and savings programs for associations and large affinity groups. Industry Leaders Since 2007 At CCG we know how time consuming it is jumping from one vendor to the other to satisfy your business needs. We provide all the tools you need under one roof, saving you time and money. What CCG's subsidiaries bring to the table: Unique Billing Capabilities Auto Billing and Reconciliation Excellent Customer Service Fulfillment Services Custom CRM Systems And More
Retirement Benefits Rank
Market Leading
BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC
BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC
Boca Raton, Florida
11-50 employees
Baron Silver Stevens Financial Advisors, LLC is a boutique private wealth management firm that strives to provide high quality financial and estate planning. We act as a fiduciary for our clients with complete independence and transparency. Located in South Florida, the firm is a trusted financial planner to hundreds of clients ranging from the millionaire next door to ultra high net worth families. The firm takes pride in coordinating five main disciplines into one integrated comprehensive financial plan. These five disciplines consist of: • The design and implementation of financial plans • Portfolio management • Tax planning • Estate planning • Risk management and asset protection planning Our job is to assist our clients with anything related to money and to make sure they have a clear understanding of their financial plan. What sets us apart from other firms is the ability to deliver independent, objective, and unbiased advice. For more information, please call 561-447-1997 or visit www.bssfa.com. Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Baron Silver Stevens Financial Advisors, LLC., a registered investment adviser not affiliated with Royal Alliance Associates. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Baron Silver Steven’s website: http://www.bssfa.com Disclosures: http://royalalliance.com/disclosures/socialmedia FINRA: http://www.finra.org SIPC: http://www.SIPC.org Address: 4800 N Federal Hwy, Suite 210A, Boca Raton , FL 33431, United States
Retirement Benefits Rank
Market Leading
R MARSHALL JONES INC
R MARSHALL JONES INC
West Palm Beach, Florida
11-50 employees
Jones Lowry is an independent life insurance planning firm with 40 years of experience in both domestic and international markets. We specialize in designing, implementing, and servicing large-block life insurance portfolios and trusts for ultra-high net worth families, business owners, private investors, and corporate executives. Due to the complex nature of these plans, we work closely with clients' legal, accounting, and Investment Advisors during each step of the planning process. As a Member Firm of M Financial Group, one of the nation's top independent insurance buying cooperatives, Jones Lowry has preferred access to many of the highest-rated insurance companies in the marketplace, and exclusive access to insurance products specially designed for high net worth and international clients. Contact us to learn more about how Jones Lowry can help you enhance and preserve your wealth through a process designed to identify issues, review alternatives, recommend solutions, and manage implementation and policy administration with meticulous attention. 561-712-9799 | www.JonesLowry.com | [email protected] Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Jones Lowry is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Retirement Benefits Rank
Market Leading
GRACEY - BACKER, INC.
GRACEY - BACKER, INC.
Delray Beach, Florida
11-50 employees
Gracey-Backer, Inc. is an insurance agency, specializing in complete insurance programs for physicians and surgeons, oral surgeons, dentists, business professionals and homeowners. Established in 1925, we have the experience and the clout to navigate our clients through complex insurance issues—and to be there for them in time of need. Day in and day out, we provide risk management consulting, creative solutions, and trusted advice to minimize premiums and maximize coverage. Our clients come to rely on our personalized customer service and know that we always strive to do what is best for them, regardless of the impact on us. We specialize in: Medical Malpractice Insurance Dental Malpractice Insurance Office/Property Insurance Workers Compensation Flood Insurance Auto Insurance Home Insurance Life and Disability Insurance
Retirement Benefits Rank
Top Benefits
CMC INTERACTIVE, LLC
CMC INTERACTIVE, LLC
Boca Raton, Florida
11-50 employees
CMC Interactive, LLC provides comprehensive Third Party Administration (TPA) and daily recordkeeping solutions to retirement plans.I have over 22 years in the retirement plan services industry.Designations and licenses - • Series 65 Areas of responsibility-• Finance• Human Resources• Office Operations• Marketing• Compliance
Retirement Benefits Rank
Market Competitive
WELCOME FUNDS INC.
WELCOME FUNDS INC.
Boca Raton, Florida
11-50 employees
Founded in 2000, Welcome Funds, Inc. represents the best interests of consumers who are interested in selling their unwanted or unaffordable life insurance policies. As a nationally licensed life settlement broker, it’s our responsibility to secure the highest market value for the sale of your policy. We do so by negotiating with every active life settlement provider authorized in your state, who compete to purchase policies through our proven auction process. With only one application, our clients are able to access the entire life settlement market – saving time & stress and providing the confidence to make an informed financial decision. Over the past 24 years, Welcome Funds has helped thousands of Americans uncover the living value of their life insurance policy: - 35,000+ life settlement offers negotiated - $6+ Billion in Face Value Settled - $1+ Billion Paid to Clients - 19 Average # of Bids Per Policy For more information about Welcome Funds and to find out if a policy qualifies for a life settlement, please visit www.welcomefunds.com or call 1-877-227-4484.
Retirement Benefits Rank
Market Competitive
STANDARD LINES BROKERAGE, INC.
STANDARD LINES BROKERAGE, INC.
Fort Lauderdale, Florida
11-50 employees
SLB Insurance Group is an insurance wholesaler/MGU that provides comprehensive and timely solutions to insurance agents in all 50 states. We partner with both admitted and non-admitted insurance companies to distribute insurance products to retail agents who do not have access to premier markets due to agency size, coastal location, or other factors. We understand your frustration in dealing with brokers that won’t give you service unless you have significant volume or brokers that reduce your commission or service level on smaller policies. We consider every piece of business that comes through the door the same, regardless of premium size or agent. At SLB Insurance Group, we have assembled what we consider the best staff in the business. Our combined company and retail agency experience is second to none and provides us with the knowledge we need to answer any questions you might have.
Retirement Benefits Rank
Top Benefits
BEACON GROUP, INC.
BEACON GROUP, INC.
Boca Raton, Florida
11-50 employees
Started as the receptionist then worked my way into the commercial lines department: Customer Service Rep: Obtained my insurance 220 license. Handled book of business in average of $50,000 and under. Quoted all lines of new business. Complete -marketing, worked with several producers. Started a Surety Bond program for court bond and handled all aspects of the program.
Retirement Benefits Rank
Top Benefits
RESTORATION XPERTS, INC.
RESTORATION XPERTS, INC.
Deerfield Beach, Florida
11-50 employees
Restoration Xperts Inc. is a local provider of Emergency Services and Mold Remediation. It specializes in in Insurance Damage Repairs due to covered losses, mainly as a result of water intrusion. Restoration Xperts is a State Licensed General Contracting company.
Retirement Benefits Rank
Below Market
THE RX ADVOCATES, LLC
THE RX ADVOCATES, LLC
Boca Raton, Florida
11-50 employees
Founded in 2013, The Rx Advocates is the nations fastest growing prescription advocacy program. We've helped over 40,000 individuals gain access to the medications they otherwise could not afford.
Retirement Benefits Rank
Market Competitive
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ADAMS BENEFIT CORPORATION
ADAMS BENEFIT CORPORATION
Boca Raton, Florida
11-50 employees
Adams Benefit is proud to be a family-owned business since 1975. In the past 42 years, we've achieved the top distinction and recognition as an innovator, leader, problem solver, and trusted business partner throughout both the business world and the insurance community. Our goal is to add value and provide comprehensive and cost effective benefit programs to all our clients. Our reach is national and our touch is local. Our clients include successful businesses from all types of industries, manufacturers, service organizations, educational facilities, municipalities and non-profit organizations. With our advanced technology and dedicated employees, we have the support necessary to be a valuable asset to your Human Resources- Benefits Department. Allowing them to focus on its core competencies and allowing our team to provide guidance and collaborative solutions. - And did we mention... we're here to stay
Retirement Benefits Rank
Market Leading
MICHAEL J. CURTIN & ASSOCIATES, INC.
MICHAEL J. CURTIN & ASSOCIATES, INC.
Parkland, Florida
11-50 employees
Michael J. Curtin & Associates is an Independent Adjusting Firm located in Parkland, Florida. We handle multiple lines of insurance such as general liability, casualty, property, auto and catastrophes caused by wind, hail, tornado or hurricane. We are also Third Party Administrators for several large insurance companies. We have licensed senior adjusters with many years of experience located all over the United States. There is no claim to small for us to handle.
Retirement Benefits Rank
Market Competitive
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