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Showing 1 - 9 of 9 results
PENSION CONSULTANTS CO., INC.
PENSION CONSULTANTS CO., INC.
De Pere, Wisconsin
1-24 employees
Retirement Plan Consultants
Retirement Benefits Rank
Below Market
INDEPENDENCE FINANCIAL, LLC
INDEPENDENCE FINANCIAL, LLC
Oshkosh, Wisconsin
1-24 employees
Since 1932, Independence Financial, LLC has been enriching the lives of business owners and individuals by helping them plan for retirement, provide for their family, and protect their business interest. We work with private businesses to implement turnkey retirement and executive benefit plans that include product, ongoing plan communication, and complete administration. We provide retirement and estate planning to the executives and Owners, and complete financial services to the employees and our individual clients. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Independence Financial LLC is unaffiliated with HTK. 5417397SC_Jan25
Retirement Benefits Rank
Below Market
BEDFORD UNDERWRITERS, LTD
BEDFORD UNDERWRITERS, LTD
Plymouth, Wisconsin
1-24 employees
Bedford Underwriters is a Managing General Agency and Wholesale Insurance Broker. We provide independent insurance agents access to specialty insurance markets that can write hard to place or unique accounts. We opened our doors back in 1990 and have remained a family owned business. Since we have binding authority with numerous markets, we often can quote, bind and issue polices right in our office with short lead times. We have an excellent staff ready to take on a wide array of challenges. Many of our people have been with us for over 15 years, so they have the experience to help you with a wide range of accounts, large or small. We accept submissions on ACORD applications, however we can provide specialty or supplemental applications upon request. We can work from competitor’s applications too, so no need to go through a lot of extra work if you already have an application completed—just send it to us for a quote. We do not have any hard and fast production requirements. We pride ourselves on being small enough to listen, but big enough to deliver. For more information, please visit our website.
Retirement Benefits Rank
Market Leading
HEAD INSURANCE AGENCY, LLC
HEAD INSURANCE AGENCY, LLC
Sherwood, Wisconsin
1-24 employees
Welcome to Head Insurance Agency , your local Independent Insurance Agency able to handle all your personal and business insurance needs. Our mission is to review your needs and provide the best value and service possible. Our agency’s history dates back more than 65 years. The agency was started by Kenneth Head in 1947 and continues today with the third generation ownership at W579 Castle Drive Sherwood - map. We serve our customers in Wisconsin with auto, home, farm, business, life and health insurance products. We currently represent more than 20 top rated companies which are able to provide all types of protection for our individual customers needs. Our licensed staff have an average of 20 years experience serving the needs of our clients. At Head Insurance Agency the customer always comes first. We are available Monday thru Friday 8a.m. to 5p.m. other times by appointment. We love house calls! Our goal is to make your insurance experience as comfortable as possible and give you the service and value you deserve.
Retirement Benefits Rank
Market Laggard
VAN DRISSE INSURANCE AGENCY, INC.
VAN DRISSE INSURANCE AGENCY, INC.
Luxemburg, Wisconsin
1-24 employees
Elmer VanDrisse founded VanDrisse Insurance Agency in 1938. It has grown to a full service agency with the 2nd and 3rd generation owners. VanDrisse Insurance's main office continues to be at the same location since 1946. Continued growth resulted in a branch office opening in 1991 in Green Bay. VanDrisse Insurance Agency, Inc. is proud to remain an independent, family owned and operated business that serves the community throughout Northeastern Wisconsin. VanDrisse Insurance Agency, Inc. is a firm of proven professionals and caring, conscientious prople; the kind of people you can depend on. VanDrisse Insurance Agency is a third-generation family business with offices in Luxemburg and Green Bay, Wis. The agency serves the people and businesses in our area with personal service and a complete range of insurance products. VanDrisse Insurance Agency is committed to creating a strong relationship with our clients by providing personalized service for each of them. Representing top insurance companies in Wisconsin allows us to offer competitive pricing while maintaining the highest professional standards. VanDrisse Insurance is an independent agency dedicated to finding the right policy and the best carrier to fit your needs. Our team will do the research for you in structuring a program that protects the people, health and assets most important to your family or business. Our three major services lines include: • Personal • Business • Personal and Business Planning
Retirement Benefits Rank
Market Competitive
UNIVERSAL INSURANCE ADVISORS
UNIVERSAL INSURANCE ADVISORS
Menasha, Wisconsin
1-24 employees
Health Insurance is constantly changing. Our goal at UIA Health Insurance is to find and deliver the plan that works best for you. We monitor health care reform daily and will lead you through these puzzling times. Our Mission is to provide a trusted and respected insurance resource, ongoing education and superior customer service, delivering excellence that exceeds all expectations. Whether you are a business, self-employed, single policy holder or getting ready for retirement we are here to assist you with researching and finding a cost-effective benefit plan that meets your needs.
Retirement Benefits Rank
Top Benefits
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THZ INSURANCE GROUP
THZ INSURANCE GROUP
Seymour, Wisconsin
1-24 employees
Full service insurance agency providing Home, Auto, Farm, Business and Life Insurance to the Fox Cities and Northeast Wisconsin areas. Originally founded over 80 years ago, today Truyman Haase Insurance Group, Inc. is still proud to be your locally owned and operated full service insurance agency with personal and professional service.
Retirement Benefits Rank
Market Competitive
THIEL & ASSOCIATES INSURANCE AGENCY
THIEL & ASSOCIATES INSURANCE AGENCY
Shawano, Wisconsin
1-24 employees
Thiel & Associates is an insurance agency specializing in Medicare & Health Insurance. Founded by Kevin Thiel in 1976 and based in Shawano, Wisconsin, the agency has become the local, trusted leader in providing quality insurance options.
Retirement Benefits Rank
Market Competitive
FITZGERALD, CLAYTON, JAMES & KASTEN, INC.
FITZGERALD, CLAYTON, JAMES & KASTEN, INC.
Little Chute, Wisconsin
1-24 employees
• Sell and Service Property & Casualty Insurance• Daily communication and visits with clients, underwriters and field reps.• Rating and issuing of all Commercial Lines policies on line with all carriers• Bonds and professional liability insurance• Provide outstanding customer service and value added services to our clients• Endorsements, cancellations, binders, cross selling, marketing, renewals and audits
Retirement Benefits Rank
Below Market