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Showing 1 - 12 of 35 results
FINANCIAL BROKERAGE SERVICES, INC.
FINANCIAL BROKERAGE SERVICES, INC.
Cabin John, Virginia
1-24 employees
FBS is an independent, privately held company that has thrived in the local marketplace by providing high quality, objective advice to employers for over 30 years. Our high touch approach to client relationships ensures a personal responsibility to deliver outstanding results in a true spirit of teamwork.
Retirement Benefits Rank
Top Benefits
W. RAY HUFF & ASSOCIATES, INC.
W. RAY HUFF & ASSOCIATES, INC.
Pasadena, Maryland
1-24 employees
We have been Protecting Lifestyles™ for over 50 years! At Huff Insurance, a Trusted Choice ® Insurance Agency, we understand that you want the right insurance coverage at the right price. You shouldn't have to deal with a cartoon or fictional character, nor should you have to deal with a faceless 800 number that has your calls going to another state or even another country! When you call us, you are talking to a real live local person, who will change the way you think about insurance. Our friendly, knowledgeable licensed insurance agents will walk you through the insurance shopping process, explaining every detail along the way. Our number one goal is to provide you with a comprehensive insurance protection plan that you are confident in and comfortable with. Just one call will get you a customized insurance proposal with rates from a variety of insurance companies. Huff insurance is a Trusted Choice ® Independent Insurance Agency in Pasadena Maryland, which means we represent competing insurance companies, allowing us to find you the best fit at the best price. We’re your one–stop source for all of your insurance protection, personal insurance, business insurance, life insurance and health insurance. We provide you with more options than other insurance agencies and online sources. We represent several of the finest insurance companies in the country; from national carriers to regional carriers. Our access to several insurance carriers ensures that we will get you the coverage you need and a rate that you deserve. Huff Insurance is licensed in Maryland, Delaware, West Virginia and Pennsylvania. Our agency still holds the old-fashioned values of service and quality, but ties them together with today’s technology which allows us to serve you in this fast paced environment. Our goal is to protect the things that matter to you, your family, your business, your vehicle and your home, but most importantly your income.
Retirement Benefits Rank
Top Benefits
FINANCIAL SOLUTIONS GROUP
FINANCIAL SOLUTIONS GROUP
Reston, Virginia
1-24 employees
At Financial Solutions Group, I conducted key operational activities, including hiring, negotiations, financial decisions, and building out operational key metrics for success criteria. I composed, edited, revised, and submitted written communications and correspondence and managed the office communication flow between marketing, events, and promotions.
Retirement Benefits Rank
Market Competitive
ENSURISE LLC
ENSURISE LLC
Bethesda, Maryland
25-49 employees
Ensurise was formed to ensure the development of our agency partners and their clients by supporting the delivery of superior insurance solutions throughout the Mid-Atlantic region. Ensurise brings a new perspective to traditional insurance agency perpetuation and growth.
Retirement Benefits Rank
Below Market
EBERTS & HARRISON, INC.
EBERTS & HARRISON, INC.
Mount Airy, Maryland
1-24 employees
EBERTS & HARRISON, INC. is an insurance company based out of 1604 RIDGESIDE DRIVE, MOUNT AIRY, Maryland, United States.
Retirement Benefits Rank
Top Benefits
BETZ, FINANCIAL ADVISORY LLC
BETZ, FINANCIAL ADVISORY LLC
Greenbelt, Maryland
1-24 employees
We are a family owned and operated consulting firm specializing in the design and implementation of advanced planning strategies for high net worth families and successful business owners. As a one-stop product resource, we can assist in evaluating your client’s needs and make recommendations based upon the experience and expertise of a major life insurance brokerage agency. We are a state-of-the-art resource center - a service organization providing estate and executive planning as well as marketing support for life, disability, long term care, critical illness, life settlements and annuity sales. We deliver the local, personal touches that are so critical to effective sales and service support and yet are so often ignored in today’s rush for greater profit.
Retirement Benefits Rank
Top Benefits
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STYNCHULA, HERBERT & ASSOCIATES, INC.
STYNCHULA, HERBERT & ASSOCIATES, INC.
Fairfax, Virginia
1-24 employees
STYNCHULA, HERBERT & ASSOCIATES, INC. is a company based out of 3921 OLD LEE HIGHWAY, #73-C, FAIRFAX, Virginia, United States.
Retirement Benefits Rank
Market Laggard
MATHES INSURANCE ADVISORS, INC.
MATHES INSURANCE ADVISORS, INC.
Annapolis, Maryland
1-24 employees
Why Choose Us? When choosing an insurance agency, you want a company you can trust. We are an independent insurance agency. We do not work for an insurance company; we work for you! As an independent insurance agency, our duty is to our clients best interests. As your insurance agents, it is our responsibility to provide YOU the best service and the best coverage, at the best possible price. Service We are a little old fashioned, if you want something done quickly, we will do everything we can to assist. Customer service is of paramount importance to us. Our customers recommend us to their friends. Our expertise is based on well-trained experienced staff that can tailor a comprehensive insurance program for your specific needs. You will have the added benefit of working with agents who understand your needs. Finding the right policy is only the beginning. When you become our client, you will receive: Practical and accurate information about your insurance policy and your insurance company. An agent who works for your interests. Personal service. Whether you need to make a policy change, have a question about billing or need to report a claim our customer service representatives are the best in the business and will handle your request professionally and quickly. Our web site is also available 24/7 to accommodate your busy schedule. Please bookmark our website, and visit us often. We look forward to hearing from you.
Retirement Benefits Rank
Top Benefits
BENCHMARK RETIREMENT PLAN SERVICES, INC.
BENCHMARK RETIREMENT PLAN SERVICES, INC.
Fredericksburg, Virginia
1-24 employees
SETTING THE STANDARD Benchmark Retirement Plan Services, Inc. is an independent Third Party Administrator (TPA) run by experts with more than 60 combined years of retirement plan consulting experience.  We are a team of accredited professionals who partner with financial advisors and recordkeepers to assist our clients in addressing the complex issues and opportunities with retirement plan design and administration.   As an independent TPA we are not bound to any specific investment platform. This allows for complete objectivity when advising clients on their retirement plan solutions. We have invested heavily in technology to ensure the most secure and efficient systems available in the industry.  The proprietary systems we have developed reduce our costs, allowing us to provide our services to your company at rates below industry average.  Our expansive knowledge of the regulations governing retirement plans minimizes the time and resources your company must dedicate, making Benchmark Retirement a cost-effective solution to your retirement plan needs.  Our staff is also highly skilled in client relations.  We are a team of retirement plan experts dedicated to exceeding your service expectations!
Retirement Benefits Rank
Market Competitive
POTOMAC WEALTH ADVISORS, LLC
POTOMAC WEALTH ADVISORS, LLC
Rockville, Maryland
1-24 employees
Thanks for stopping by! Helping you achieve financial freedom is our mission. At Potomac Wealth Advisors, we understand very well that freedom looks different for everyone. As unique as your situation is our formula to create the best solution for you and your family. In any of life’s seasons, it is wise to explore professional financial advice. We understand and are here to help you navigate the complicated financial environment through: ❏Career changes ❏Divorce ❏Death in the family ❏Marriage ❏Retirement ❏Business Success Successful client relationships are based on open communication and mutual understanding. Our team is committed to helping you strive towards the financial life you deserve. We will, ❏Listen carefully to better understand your situation ❏Summarize key areas impacting your financial success ❏Gain agreement on next steps ❏Objectively research available strategies ❏Recommend only what is in your best interest ❏Implement what we agree on ❏Communicate and adjust strategies when appropriate Do you have questions about your financial situation? Contact us today to schedule an appointment with one of our financial professionals. Call us today at 301.279.2221. At Potomac Wealth Advisors, we are dedicated to the community. We proudly support the Boys and Girls Club and we welcome opportunities to empower underserved youth. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, DC, FL, GA, MD, MA, MO, NC, NJ, NM, NY, NC, OR, PA, SC, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 15245 Shady Grove Rd., Ste 410, Rockville. MD 20850 Terms of Use: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Top Benefits
XEOHEALTH CORPORATION
XEOHEALTH CORPORATION
Middletown, Maryland
1-24 employees
• Direct all aspects of current and new client implementations, which includes defining new product requirements and new products offerings• Closely coordinate with multi-departmental teams, throughout the systems development life cycle, delivering on documented requirements, enhancements, and implementation of the XeoHealth enterprise product solution• Function as the trusted technical advisor to XeoHealth business partners and contractors, responsible for overseeing partner applications and implementation development projects• Conduct accurate explanation of XeoHealth technology to different audiences to acquire their full support for a certain product or technology• Demonstrate exceptional experience in customer and partner-facing roles as well as exhibit success in leading technical and business value discussions with executives and senior technical decision makers, driving key decisions and implementation strategies• Facilitation of technical and business value discussions with executives and senior technical decision makers to aid them in making key decisions and implementation strategies• Perform in-depth analysis of post-adjudication data and complex client queries to identify innovative system enhancements and potential defects• Known for adeptness in providing program and project management support, which aided the effective oversight of projects, resulting in the attainment of desired business results• Pivotal role in instituting best practices; as well as in coordinating with the implementation team to ensure the execution of best practice methods, processes, and tools
Retirement Benefits Rank
Below Market
ANNAPOLIS INSURANCE CENTERS, INC. T/A JACK MARTIN INSURANCE ADVISORS
ANNAPOLIS INSURANCE CENTERS, INC. T/A JACK MARTIN INSURANCE ADVISORS
Annapolis, Maryland
1-24 employees
Jack Martin Insurance Advisors is a family owned and locally operated independent insurance agency serving the Annapolis and surrounding area for over 50 years. We specializing in auto, home, commercial, and life insurance.
Retirement Benefits Rank
Top Benefits