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Showing 1 - 12 of 40 results
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
JACKSON, DIEKEN & ASSOCIATES
JACKSON, DIEKEN & ASSOCIATES
Westlake, Ohio
25-49 employees
Jackson Dieken & Associates, founded in 1990, is a full service independent insurance agency located in Westlake, Ohio. We have a professional team committed to protecting whatever is important to our clients; whether it is a business, or family, or both. Our knowledge and experience allows us to provide our clients with in depth risk management strategies and insurance programs tailored to their needs. Our goal is to create a reliable, trustworthy, responsive, and lasting partnerships with our valued clients through our exceptional customer service.
Retirement Benefits Rank
Market Competitive
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
MAGIS ADVISORY GROUP
MAGIS ADVISORY GROUP
Avon, Ohio
1-24 employees
Magis Advisory Group firm was named in honor of the commitment we share to servant leadership. Magis (pronounced "màh-gis") is a Latin word meaning “the more" or “the greater." The connotation of the word is not “greater than,” but rather “greater for” others and reflects the way we aspire to serve our clients. We believe that in an environment where consolidation by large national firms is the norm, the space for mid-size, privately owned firms that understand the local and regional market, as well as the national landscape, is ever more important. We possess an expertise and a different perspective that sees the big picture as well as the intricate details. Magis Advisory Group is nimble – every member of our team is empowered to make the necessary decisions for the greatest benefit of our clients. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. http://www.finra.org/ https://www.sipc.org/
Retirement Benefits Rank
Top Benefits
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
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A A HAMMERSMITH INSURANCE, INC
A A HAMMERSMITH INSURANCE, INC
Massillon, Ohio
1-24 employees
All lines of insurance, since 1874. We carry over 15 insurance companies for Property & Casualty and another 10 for Life & Health insurance. Call us before you renew your current coverage so we can give you an honest comparision quotation. There is a reason we have been around so long. Service.
Retirement Benefits Rank
Market Leading
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
ADVANCED DEALER SOLUTIONS
ADVANCED DEALER SOLUTIONS
Richfield, Ohio
1-24 employees
Advanced Dealer Solutions has assembled one of the most sought after F&I training platforms in the industry. We have a passion for increasing dealer profits by providing industry-leading technology and implementing an F&I selling system that is guaranteed to elevate performance. We are driven to provide our dealers with products and solutions that result in increased production, profitability, customer retention, and most importantly, customer satisfaction. Extensive product offerings, decades of experience, and commitment to our dealers have led to our position as one of the most respected development companies in the business. Advanced Principles Podcast was created to be an outlet for like-minded individuals to share in the broader conversations on leadership, retail market updates, and incredible success stories. https://advanceddealersolutions.com/podcast-2/
Retirement Benefits Rank
Market Leading
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
DISTEFANO INSURANCE SERVICES, INC.
DISTEFANO INSURANCE SERVICES, INC.
Canal Fulton, Ohio
25-49 employees
DiStefano Insurance is a full-service independent insurance agency offering personal insurance products to consumers and commercial property/casualty insurance and employee benefits products to businesses large and small. The agency was founded in 1931 in Canal Fulton, OH where we continue to do business today. Throughout the early years the agency remained small serving primarily the residents of the community until the late 1970's when current owner, Lou DiStefano, and his father Clayton began expanding company representation and offering sound insurance protection to residents and business owners in all of Stark county and adjacent surrounding communities. We continue to grow, and have welcomed Petit Insurance, Ungashick Insurance, Bendetta Insurance and Walker Insurance into DiStefano Insurance. In 2001, Lou DiStefano and Steve Hopkins founded the United Group Alliance, a Strategic Insurance Agency Alliance master agency, so we could help other independent agencies grow and maximize revenue. Please visit our United Group Alliance page for additional information.
Retirement Benefits Rank
Market Laggard
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