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Showing 1 - 12 of 12 results
KREMPA ASSOCIATES, INC.
KREMPA ASSOCIATES, INC.
Fountainville, Pennsylvania
1-24 employees
For 50 years, Krempa has provided trusted financial guidance to families and companies throughout Philadelphia's Five County region and across the country. We offer a rare level of personalized service, combined with the up-to-the minute knowledge you need to successfully navigate today's rapidly shifting landscape.
Retirement Benefits Rank
Top Benefits
MEARHOFF INSURANCE AGENCY, INC.
MEARHOFF INSURANCE AGENCY, INC.
Easton, Pennsylvania
1-24 employees
Mearhoff Insurance Agency, Inc has been serving the Lehigh Valley for over 70 years. The Mearhoff Insurance Agency, Inc., was founded in Wilson Borough, Pennsylvania, in 1944 by the late Howard Mearhoff. Howard Mearhoff established the agency thru hard work and dedication to his clientele, many of whom the Mearhoff Insurance Agency still have insured today. Today, Mark H. Mearhoff is the the 3rd generation owner of the insurance agency. Mark recently acquired agency from 2nd generation owner Lee A. Mearhoff. Meredith A. Mearhoff and Christopher L. Mearhoff have also joined the agency making the agency a true "family business".
Retirement Benefits Rank
Market Leading
BUDD AGENCY, INC.
BUDD AGENCY, INC.
Phillipsburg, New Jersey
1-24 employees
Independent personal lines insurance agent
Retirement Benefits Rank
Market Laggard
THE JOHN MORGAN MCLACHLAN AGENCY
THE JOHN MORGAN MCLACHLAN AGENCY
Somerville, New Jersey
1-24 employees
THE JOHN MORGAN MCLACHLAN AGENCY is an insurance company based out of 75 E MAIN ST, Somerville, New Jersey, United States.
Retirement Benefits Rank
Market Competitive
THE RICE AGENCY
THE RICE AGENCY
Somerville, New Jersey
1-24 employees
Undertaking all the responsibilities as defined with assistance of agency President Actively referring clients to Personal & Commercial lines for solicitation Performing any duty or project requested by higher management Helping manager agency activity and business relationship Giving suggestions to improve agency activity on monthly meetings Recommendations on agency operation Supervision of administrative support operations Identifying qualification necessary to perform administrative work Planning & developing work schedule Acting as a liaison between employees & higher management Reporting to President on the progress made in meeting company goals
Retirement Benefits Rank
Market Laggard
INSURANCE SPECIALTIES SERVICES, INC.
INSURANCE SPECIALTIES SERVICES, INC.
New Britain, Pennsylvania
1-24 employees
Independent agent specializing in professional liability/errors & omissions for insurance adjusters, agents & brokers, as well as media liability, and miscellaneous professional.
Retirement Benefits Rank
Below Market
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LINWOOD FOREST INSURANCE GROUP LLC
LINWOOD FOREST INSURANCE GROUP LLC
Whitehall, Pennsylvania
1-24 employees
Linwood Forest Insurance Group is a full-service independent insurance agency. Our clients are our first priority. We have partnerships with dozens of insurance companies. We provide great coverage at a competitive price through premier customer service. In all instances, our competent and helpful staff is with you every step of the way. "Your Insurance....Our Priority"​
Retirement Benefits Rank
Market Leading
HIGHLAND CLAIM SERVICES, INC.
HIGHLAND CLAIM SERVICES, INC.
Mcafee, New Jersey
1-24 employees
Responsible for servicing great clients and providing oversight for a great team.
Retirement Benefits Rank
Market Laggard
STELLAR ADVISOR
STELLAR ADVISOR
Allentown, Pennsylvania
1-24 employees
Provide quick and effective responses to client account inquiries.Maintain a comprehensive record of all communications using Client Relationship Management tools.Prepare and process paperwork for new accounts and insurance policies.Process all monetary contribution and distribution requests and confirm receipt of funds.Identify IRA clients in need of taking Required Minimum Distributions (RMDs) and coordinating with them to take these distributions.Work with Financial Advisors to gather and review data on prospective clients.Create and request life insurance illustrations on existing policies for Advisors to review with clients.Help with the analysis of potential plans for clients.Assist Financial Planner with creating presentations to review current assets and recommended rebalancing for client investment reviews.Review monthly missed life insurance premium report and contact clients with solutions to avoid policies lapsing.Coordinate and schedule meetings between the clients and Financial Advisors.
Retirement Benefits Rank
Top Benefits
LEONARD BRODSKY AND ASSOCIATES, INC.
LEONARD BRODSKY AND ASSOCIATES, INC.
New Hope, Pennsylvania
1-24 employees
LEONARD BRODSKY AND ASSOCIATES, INC is an insurance company based out of 48 W BRIDGE ST, New Hope, Pennsylvania, United States.
Retirement Benefits Rank
Below Market
LADIES PENNSYLVANIA SLOVAK CATHOLIC UNION
LADIES PENNSYLVANIA SLOVAK CATHOLIC UNION
Wilkes Barre, Pennsylvania
1-24 employees
LADIES PENNSYLVANIA SLOVAK CATHOLIC UNION is a company based out of 71 SOUTH WASHINGTON STREET, WILKES BARRE, Pennsylvania, United States.
Retirement Benefits Rank
Below Market
WORLD CLASS DEALER SERVICES, INC.
WORLD CLASS DEALER SERVICES, INC.
Quakertown, Pennsylvania
All Size Average employees
Our specialization is the result of over three decades of automotive retailing, banking, and insurance experience. All of our solutions remain grounded in the compliance environment, aimed at sustainably improving the dealership’s bottom line. Scrutiny and due diligence of all products and services is a hallmark of ensuring the success of profitability and customer satisfaction. Our unique approach to evaluating and improving a dealership’s profitability is focused on People, Process and Accountability.
Retirement Benefits Rank
Market Laggard
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