Advisors near Calabasas, California
Showing 1 - 12 of 368 results
NEWFRONT - LOS ANGELES, CA
NEWFRONT - LOS ANGELES, CA
Los Angeles, California
As business leaders and individuals must do more with less and navigate uncharted obstacles, Newfront is the modern insurance brokerage with industry-leading expertise, transformative technology and client-centric, scalable solutions, helping our clients mitigate risk, elevate their employee experience and forge their path to profitable growth. We are de-risking human progress while enabling our clients to pursue their world-changing visions with confidence.
STRATEGIC BUSINESS PLANNING - OXNARD, CA
STRATEGIC BUSINESS PLANNING - OXNARD, CA
Westlake Village, California
KNIGHT INSURANCE SERVICES - LOS ANGELES, CA
KNIGHT INSURANCE SERVICES - LOS ANGELES, CA
La Cañada Flintridge, California
Located in the vibrant business hub of Los Angeles, Knight Insurance Services stands as a prominent player in the insurance brokerage landscape. Boasting a sizable office, this branch is well-equipped to cater to the diverse needs of employers, with a proven track record of excellence. Specializing in employer benefits, Knight Insurance Services has demonstrated a commendable proficiency in working with both self-funded and traditionally insured clients. Their expertise extends to serving local and regional employers, making them a reliable choice for businesses seeking comprehensive coverage solutions. What sets this office apart is its impressive portfolio of clients, featuring esteemed companies such as Commodity Forwarders, a leader in the freight transportation arrangement industry with over 220 participants. Additionally, Galleria Market Lp, a key player in the grocery and related product merchant wholesalers sector with 120+ participants, and Puretek Corporation in pharmaceutical and medicine manufacturing with 130+ participants, entrust Knight Insurance Services with their employee benefit needs. Beyond their notable clientele, the office excels in navigating the intricacies of industries such as freight transportation arrangement, grocery and related product merchant wholesalers, and pharmaceutical and medicine manufacturing. As part of a local brokerage firm, they bring a personalized touch to their services, demonstrating a keen understanding of the unique challenges faced by midsize and small employers alike. With a proven commitment to excellence, Knight Insurance Services in Los Angeles is a trusted partner in navigating the complexities of employer benefits.
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
Los Angeles, California
Connexion Insurance Solutions is a general agency, headquartered near Seattle, Washington, supporting the needs of insurance producers and agencies focused on the small group and individual market. We are appointed by many quality insurance carriers to give our affiliated producers a wide variety of product lines to offer their clients. We connect our over 1500 affiliated insurance producers with carriers, products, training, quotes and administrative support so they can focus on their clients. If you are an insurance producer–whether it is diversifying your revenue stream, considering another specialty like Medicare or needing administrative support–we are ready, willing and able to support your strategy. Contact us today.
NFP - LOS ANGELES, CA
NFP - LOS ANGELES, CA
Los Angeles, California
We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.
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MT STUART & COMPANY - LOS ANGELES, CA
MT STUART & COMPANY - LOS ANGELES, CA
Valencia, California
MT Stuart & Company's Los Angeles, CA office stands out as a prominent player in the insurance brokerage landscape. Operating within a larger office setup, they exhibit a strong focus on serving local and regional employers with a specialization in medical and ancillary benefits. With an impressive track record, MT Stuart & Company has proven expertise in catering to a diverse range of industries. Notable clients, such as Firan Technology Group (USA) Corporation and Pindler & Pindler, showcase their adeptness in the household appliances and electrical and electronic goods merchant wholesalers sectors. These partnerships underscore their ability to provide tailored solutions to businesses, with Firan boasting over 100 participants and Pindler & Pindler with a workforce exceeding 70. As part of a local brokerage firm, MT Stuart & Company leverages its regional connections to offer a personalized touch to clients. Their demonstrated experience with small employers further solidifies their commitment to addressing the unique needs of businesses of varying sizes. The depth of their knowledge spans across the household appliances and electrical and electronic goods merchant wholesalers industries, affirming their versatility in navigating the complexities of employer benefits. For employers seeking a comprehensive and locally-tailored insurance brokerage partner in Los Angeles, MT Stuart & Company emerges as a compelling choice.
FONTAINE MCLAREN INSURANCE SOLUTIONS - LOS ANGELES, CA
FONTAINE MCLAREN INSURANCE SOLUTIONS - LOS ANGELES, CA
Agoura Hills, California
Fontaine McLaren designs affordable health insurance plans and benefit programs that attract and retain top employees. Clients count on us for employee benefit plans that are compliant, current, and cost-effective. Customization We tailor benefits to each employer’s needs and budget. A Multi-Generational Focus Founded in 1983, we are a second-generation agency combining decades of experience with a modern tech-driven focus. Compliance & HR Support Southern California’s leading employers turn to us for expert compliance and HR consulting. We have a deep understanding of the regulatory environment and can provide expert consulting on HR and employee retention. A Higher Level of Service At Fontaine McLaren, we provide a true concierge experience with a get-it-done-today focus. A Stellar Reputation It is no surprise that much of our business comes from referrals. We’ve earned the respect of California’s leading insurance companies and employers.
UNI & GOOD FRIEND INSURANCE - LOS ANGELES, CA
UNI & GOOD FRIEND INSURANCE - LOS ANGELES, CA
Los Angeeles, California
UNI & Good Friend Insurance was established in 2010 and expanded its business rapidly through merger & acquisitions of 4 other insurance agencies. Our success has come from understanding what clients truly need in their personal and business values and we are committed to delivering a comprehensive array of insurance products with thoughtful strategic planning, valuable professional services and technology- based solutions that result in clients’ satisfaction.
SMO FINANCIAL ANDICE - LOS ANGELES, CA
SMO FINANCIAL ANDICE - LOS ANGELES, CA
Santa Monica, California
About M&A Talk M&A Talk is the #1 podcast exclusively focused on Mergers & Acquisitions. At M&A Talk, we bring you interviews with experts in mergers and acquisitions, private equity, business valuations, law, finance, and all topics related to M&A. We talk to the most experienced professionals in the industry to uncover their secrets. Some of our past experts have included CEOs, authors, investment bankers, attorneys, CPAs, private equity partners, business appraisers, VC investors, and others. M&A Talk is brought to you by Morgan & Westfield.
BENEFIT PACKAGES INSURANCE AGENCY - LOS ANGELES, CA
BENEFIT PACKAGES INSURANCE AGENCY - LOS ANGELES, CA
Calabasas, California
We are a leading independent California health insurance agency, specializing in both individuals & families who are under 65 & those on Medicare. We provide both personal service that an "old school" agent offers while using the ease of online technology to help you make an intelligent decision, all while sitting in front of your PC in your PJ's. For more than a decade, we have been a designated Premier Partner for Anthem Blue Cross- for under 65 and one of a handful of Managing General Agencies, providing both Medicare Supplements and Advantage Plans. BenefitPackages.com has been providing California residents with health insurance solutions since 1987.
GUTTMAN FINANCIAL PLANNING, INC. - LOS ANGELES, CA
GUTTMAN FINANCIAL PLANNING, INC. - LOS ANGELES, CA
Los Angeles, California
Guttman Financial Planning, located in Los Angeles, CA, stands out as a reliable insurance broker specializing in employer benefits. With a focus on medical and ancillary benefits, their extensive expertise in serving local and regional employers sets them apart. The office excels in catering to the unique needs of businesses in the advertising, public relations, and related services industry, as well as those in activities related to credit intermediation. Guttman Financial Planning's commitment to excellence is evident in their client portfolio, featuring notable companies like Outdoor Dimensions and Spherecommerce. Outdoor Dimensions, a key player in advertising and related services, benefits from Guttman's tailored solutions, serving over 90 participants. Similarly, Spherecommerce, operating in activities related to credit intermediation, trusts Guttman Financial Planning to provide comprehensive coverage for their 270+ participants. What distinguishes this office is not only its individualized approach to employer benefits but also its affiliation with a reputable local brokerage firm. This association strengthens Guttman's ability to navigate the dynamic landscape of insurance, ensuring that clients receive cutting-edge solutions tailored to their industry. Guttman Financial Planning in Los Angeles is more than an insurance broker; it is a strategic partner committed to optimizing the well-being of businesses and their employees.
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