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Showing 1 - 12 of 31 results
AMI BENEFIT PLAN ADMINISTRATORS, INC.
AMI BENEFIT PLAN ADMINISTRATORS, INC.
Youngstown, Ohio
500+ employees
AMI Benefit Plan Administrators, Inc. specializes in Fiduciary Plan Administration services as well as providing Fiduciary and record keeping services to retirement plans, including 401(k), profit sharing, money purchase, employee stock ownership, defined benefit, 403(b), prevailing wage, safe harbor, and cross-tested plans.
Retirement Benefits Rank
Market Laggard
LOESEL-SCHAAF INSURANCE AGENCY, INC
LOESEL-SCHAAF INSURANCE AGENCY, INC
Erie, Pennsylvania
All Size Average employees
As an independent agency, we offer ALL types of insurance coverage. We don’t just sell insurance. We help you make smart decisions - protecting you from the unexpected and planning for the predictable. We believe our clients' financial security and quality of life deserve the utmost dedication, expert advice and personal attention from a trusted partner. "It's your Life. It's your Business. It's our Expertise."
Retirement Benefits Rank
Top Benefits
THE BROOKS & STAFFORD COMPANY
THE BROOKS & STAFFORD COMPANY
Cleveland, Ohio
1-24 employees
The Brooks & Stafford Company is a Cleveland Insurance Agency that offers a variety of insurance products since we opened in 1849. Located in the heart of downtown Cleveland, we are a one stop shop for insurance that offers an excellent diverse range of personal and commercial health and life insurance information and products. We provide our services to many clients, whether they are individuals, families, and businesses, all throughout northeast Ohio. Our knowledgeable and helpful agents and staff are dedicated to building a relationship with you to ensure that you are covered for various conditions, accidents or situations that you may encounter throughout your life.
Retirement Benefits Rank
Top Benefits
FIRST CATHOLIC SLOVAK LADIES ASSOCIATION
FIRST CATHOLIC SLOVAK LADIES ASSOCIATION
Beachwood, Ohio
25-49 employees
The First Catholic Slovak Ladies Association (FCSLA) is a fraternal benefit society founded in 1892 in Cleveland, Ohio. Today, FCSLA has grown to over 430 branches in 47 states in the U.S., representing over 85,000 members and their families. Membership is open to U.S. citizens who are Catholic of Slavic descent and their families. As a not-for-profit financial services company, FCSLA's competitive product offerings are designed to provide financial security, retirement solutions and benefits to its members nationwide through its complete line of permanent and term life insurance and annuity products. As a charitable organization, FCSLA and its members support many charitable causes in the communities served through volunteerism and financial donations. FCSLA is rated A- “Excellent” from A.M. Best Company, a leading insurance rating company.* *Effective 6/3/2010. For the latest rating, access www.ambest.com
Retirement Benefits Rank
Market Leading
PLANNED FINANCIAL SERVICES, LLC
PLANNED FINANCIAL SERVICES, LLC
Brecksville, Ohio
1-24 employees
Return on Life Wealth Partners is a wealth management advisory firm that uses a personal approach to discover clients’ definitions of happiness and fulfillment. By understanding their hearts, we strive to help clients stay on track with prudent advice. Our recommendations go beyond numbers on an Excel spreadsheet or rates of return to help clients accomplish life goals and pursue lives well lived. Securities offered through LPL Financial. Member FINRA/SIPC. www.finra.org www.sipc.org. Investment advice offered through Planned Financial Services, a registered investment advisor and separate entity from LPL Financial. The LPL financial registered representative associated with this site may only discuss and/or transact securities business with residents in the following states: AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VI, WA. Copyright © 2023 Planned Financial Services. All Rights Reserved.
Retirement Benefits Rank
Top Benefits
LOYAL CHRISTIAN BENEFIT ASSOCIATION
LOYAL CHRISTIAN BENEFIT ASSOCIATION
Erie, Pennsylvania
1-24 employees
Life Insurance with a Conscience since 1890...That simple belief is what differentiates the Loyal Christian Benefit Association (LCBA) from competitors. Yes, we sell insurance: Funeral Pre-Arrangement Funding Products, Traditional Life Insurance Plans, Tax Deferred Annuities and Medicare Supplements and Advantage Products. LCBA is a fraternal life insurance society that operates under the "common bond"​ of Christianity and return earnings from the sale of financial service products to our member customers and their communities in the form of member benefits, discount programs and scholarship opportunities.
Retirement Benefits Rank
Market Leading
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AGENTS CHOICE INSURANCE AGENCY
AGENTS CHOICE INSURANCE AGENCY
Cleveland, Ohio
25-49 employees
Agents Choice is a national, independent insurance agency that specializes in helping captive insurance agents manage difficult-to-place risks. We are a trusted source for special risk vehicle insurance because we honor the relationship between insurance agents and their customers. "Your Most Trusted Source for Non-standard Insurance"​
Retirement Benefits Rank
Below Market
J L THOMAS & CO INC
J L THOMAS & CO INC
Cleveland, Ohio
1-24 employees
J.L. Thomas & Co. helps insurance agents deliver Life Insurance, Long-Term Care Insurance, Annuities, and Disability Insurance solutions. Founded in 1971, J.L. Thomas & Co. is a Brokerage General Agency specializing in case design and underwriting. J.L. Thomas & Co. is located in Cleveland, Ohio and is a member of LIBRA, one of the nation's largest Brokerage General Agency marketing organizations.
Retirement Benefits Rank
Market Competitive
ENTERPRISE GROUP PLANNING, INC.
ENTERPRISE GROUP PLANNING, INC.
Cleveland, Ohio
25-49 employees
Assisted with primary insurance software conversion and report writing Responsible for the daily deposit of premium accounting Reconciled monthly premium accounts
Retirement Benefits Rank
Market Laggard
ENZA FINANCIAL, LLC
ENZA FINANCIAL, LLC
Independence, Ohio
1-24 employees
Enza Financial is committed to building and sustaining long-term relationships by providing bottom-line, value-driven programs for executive benefits, retirement planning, investments and insurance needs. Disclosure: Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Enza Financial, LLC. Enza Financial, LLC 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
Top Benefits
REINHARDTS AGENCY, INC.
REINHARDTS AGENCY, INC.
Hermitage, Pennsylvania
25-49 employees
Welcome to the Reinhardt's Agency site. Reinhardt's is an independent, full service insurance agency, staffed with personnel drawn from a variety of risk management disciplines. Reinhardt's specializes in providing our clients with a wide range of services, including home, auto, life, and commercial insurance. Reinhardt's Agency is managed by Ryan Tyson, President, a third generation owner carrying on the heritage of the family business. Since its inception in 1904, Reinhardt's remains focused on their roots. Although technology continues to evolve and change in all business, the goal at Reinhardt's continues to focus on one client, one policy at a time. At our home office in Hermitage PA, our licensed staff is eager to serve our clients. As an independent agency, Reinhardt's represents various Personal and Commercial Insurance Markets. Our key partners such as Erie Insurance Co., Selective Insurance Co, Travelers and Encompass Insurance Co., help us provide our customers with the best products, price and coverage in the industry.
Retirement Benefits Rank
Below Market
BERSON-SOKOL AGENCY, INC.
BERSON-SOKOL AGENCY, INC.
Beachwood, Ohio
1-24 employees
The Berson-Sokol Agency is a full service insurance brokerage agency that, since 1973, has been dedicated to two kinds of excellence: the service we give our agents and the products we make available to their clients. This may seem fundamental, but we have found this streamlined, highly focused approach to be a winning formula, year after year, for all concerned. Our agents value our responsive follow-through, as well as the attractive insurance products they can offer the individuals, families and companies with whom they work. Of course, "keeping it simple" doesn't mean we haven't changed during these past 44 years. Actually, our agency has made dramatic advances to maintain service and product excellence. We continue to invest in state-of-the-art technology to bolster our agents's sales and marketing capabilities, to make the issuance of each policy quicker and more efficient, and to speed information delivery . As the insurance business has grown more competitive and complex, we continually add products to help our agents stay in the forefront of the industry. All of this is aimed at having Berson-Sokol be the central resource for our agents- a goal that pushes you and us toward our fullest potential. That is why we, at Berson-Sokol, say with confidence, "our business is helping yours!".
Retirement Benefits Rank
Market Laggard