Advisors near Bell Canyon, California
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Showing 1 - 12 of 145 results
CHARTON FINANCIAL GROUP - MOORPARK, CA
Moorpark, California
Charton Financial Group strives to serve as a leading provider in the delivery of wealth management, risk management and employee benefit strategies. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized, comprehensively independent and integrated financial services.
Charton Financial Group is proud to have served our clients for nearly four decades and in that time we are proud to have earned the reputation as qualified industry professionals. Our professionals share a singular focus centered entirely on advancing the interests of our clientele. We take great pride in the scope and depth of our organization which enables us to remain authentic to our mission, employ our guiding core values and pursue the greatest impact in support of our client objectives.
As we partner with our clients to understand their specific needs, goals and visions, we leverage our independent business model to offer our clients holistic planning and access to a broad universe of robust experience, products and services. This client centric model empowers us to bring together dynamic innovation, preferred relationships, advanced resources and extensive decision and implementation support services. In that spirit, we aim to empower our clients to preserve what is important, inspire the creation, seek growth and preservation of assets, effectively manage risk and to help organizations advance their human and financial capital. We endeavor to bring our individual and corporate clients balanced strategies to help them prosper long term and Envision Optimized Returns In Life ®
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
Valencia, California
LBW Insurance and Financial Services - Los Angeles, CA is a standalone employee benefits brokerage office based in Valencia, California. Its work centers on manufacturing employer clients, primarily mid-sized employers, and it places both self-funded and fully insured arrangements. Programs include medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Example carriers include Elevance, Anthem BCBS and Kaiser Permanente.
NFP - LOS ANGELES, CA
Los Angeles, California
NFP's Los Angeles, California office is part of the NFP brokerage network. Its work centers on professional business services employers, primarily small and mid-sized organizations, and it places self-funded and medical coverage along with ancillary lines, retirement plans and mega wrap arrangements. Employer clients including The Drizly Group, LLC and Ent Credit Union are well rated by their employees for benefits. Example carriers include Aetna, Cigna and BCBS of CA.
CDS INSURANCE SERVICES - LOS ANGELES, CA
Glendora, California
CDS Insurance Services - Los Angeles, CA is a standalone employee benefits brokerage office based in Glendora, California. Its work centers on manufacturing and wholesale trade employers, primarily mid-sized organizations. The office places fully insured medical coverage through PPO and HMO arrangements, along with prescription drug benefits, ancillary lines and retirement plans. Example carriers include Aetna, Anthem BCBS and Kaiser Permanente.
UNI & GOOD FRIEND INSURANCE - LOS ANGELES, CA
Los Angeeles, California
Uni & Good Friend Insurance is a standalone brokerage office based in Los Angeles, California. Its work centers on employer clients in financial activities, primarily mid-sized employers, where it places fully insured coverage along with ancillary lines and retirement plans, and its book includes employers whose staff rate their benefits highly. Example carriers include CIGNA and EyeMed.
IMA - LOS ANGELES, CA
Pasadena, California
IMA - LOS ANGELES, CA is an office of IMA located in Pasadena, California. Its employer clients span manufacturing, professional business services, healthcare and social services, educational services, and religious and non-profit organizations, and range from small and mid-sized employers to large ones.
The office places self-funded arrangements alongside medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Its work also includes mega wrap arrangements and collectively bargained plans.
Clients including INK SYSTEMS, INC. and QUICK CRETE PRODUCTS CORP. are well rated by their employees for benefits. Example carriers include Elevance, California Physicians Service and Kaiser Permanente.
FONTAINE MCLAREN INSURANCE SOLUTIONS - LOS ANGELES, CA
Agoura Hills, California
Fontaine McLaren Insurance Solutions - Los Angeles, CA operates from Agoura Hills, California, as part of Fontaine McLaren Insurance Solutions. The office works with mid-sized employers, with experience concentrated in healthcare and social services and professional business services.
Its placements center on medical and prescription drug coverage, alongside ancillary lines and retirement plans. Example carriers include Kaiser Permanente, California Physicians Service and UnitedHealthcare.
ASSUREDPARTNERS - OXNARD, CA
Ventura, California
AssuredPartners' Oxnard, CA office, based in Ventura, California, operates as part of the AssuredPartners brokerage network. The office works with small and mid-sized employers across professional business services, manufacturing, religious and non-profit organizations, retail services and wholesale trade.
Its placement work spans self-funded arrangements, medical, HMO and prescription drug coverage, along with ancillary lines, retirement plans and mega wrap programs. Employer clients including ACEC California and Luster National Inc. are well rated by their employees for benefits. Example carriers include Kaiser Permanente, UnitedHealthcare and Elevance.
K-KICS - LOS ANGELES, CA
Burbank, California
K-KICS - LOS ANGELES, CA is a standalone employee benefits brokerage office based in Burbank, California. It works with small and mid-sized employers, with industry experience concentrated in financial activities and manufacturing. The office places self-funded arrangements and medical coverage, along with ancillary lines and retirement plans. Example carriers include Companion Life Insurance Company, Guardian Life and Vision Service Plan.
KNIGHT INSURANCE SERVICES - LOS ANGELES, CA
La Cañada Flintridge, California
Knight Insurance Services - Los Angeles, CA is a standalone employee benefits brokerage office based in La Canada Flintridge, California. It works with small and mid-sized employers, with experience concentrated in healthcare and social services, manufacturing and wholesale trade.
The office places fully insured medical coverage through PPO and HMO arrangements, along with prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements. Example carriers include Kaiser Permanente, Anthem BCBS and Guardian Life.
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
Los Angeles, California
Connexion Insurance Solutions maintains an office in Los Angeles, California, operating as part of the broader Connexion Insurance Solutions firm. The office works with employer clients in manufacturing, administrative and support services, healthcare and social services, professional business services, and agriculture, spanning small, mid-sized and large employers.
Its work covers self-funded arrangements, medical coverage, ancillary lines and retirement plans, along with mega wrap and MEWA structures. Employer clients including Aero-Flite, Inc. and Redapt, Inc. are well rated by their employees for benefits. Example carriers placed by the office include Premera BCBS, UnitedHealthcare and Kaiser Permanente.
CREATIVA ASSOCIATES - LOS ANGELES, CA
Valencia, California
Creativa Associates - Los Angeles, CA is an office of Creativa Associates based in Valencia, California. Its work concentrates on manufacturing and educational services employers, primarily mid-sized and large organizations, including groups with collectively bargained benefits. The office places self-funded arrangements, medical and prescription drug coverage, ancillary lines and retirement plans.
Employer clients including The Board of Trustees of the Leland Stanford Junior University and Marathon Petroleum Company LP are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Aetna and Cigna.
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