Advisors near Calabasas, California
Showing 1 - 12 of 368 results
REID, SIMA B - LOS ANGELES, CA
REID, SIMA B - LOS ANGELES, CA
Cyress, California
Reid, Sima B, based in Los Angeles, CA, offers tailored employee benefits solutions with a personal touch. With a deep understanding of the unique challenges local businesses face, Sima has become a trusted advisor to diverse clients, including notable names such as Providence Medical Associates, Inc., and Polly's Inc. Her approach combines industry expertise with a keen awareness of each client's specific needs, ensuring they receive the best possible advice and service. Sima's commitment to excellence and her ability to deliver innovative benefits solutions have made her a respected figure in the Los Angeles business community. Her dedication to client satisfaction and her hands-on approach make her an ideal partner for any organization looking to enhance its employee benefits offerings.
HRIS INSURANCE SERVICES - LOS ANGELES, CA
HRIS INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
HRIS Insurance Services is a leading authority on health insurance and employee benefits with over 20+ years of industry experience. Over the past several years HRIS has seen tremendous growth in by offering expert ACA guidance, establishing online enrollment for all clients, and providing exceptional service. The agency now has clients in 23 states. HRIS has a 360-degree view of insurance and employee benefits with experience in practically every aspect of the industry. We pride ourselves on service, knowledge, technology and solution based consulting for companies of all sizes. Many of our customers experience the same issues as Fortune 500 companies, but lack Fortune 500 resources to handle them. As a result, HRIS has sourced the most innovative, technology driven solutions to improve process and retain the best talent.
HIGH GROUND INSURANCE SERVICES - LOS ANGELES, CA
HIGH GROUND INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
HIGH GROUND INSURANCE SERVICES, INC. is an insurance company based out of 2377 Crenshaw Blvd, Suite 304, Torrance, California 90501, United States.
STONE TAPERT - LOS ANGELES, CA
STONE TAPERT - LOS ANGELES, CA
Sierra Madre, California
Stone Tapert's Los Angeles, CA office emerges as a formidable presence in the insurance brokerage arena, boasting a larger office setting that signifies a robust commitment to delivering comprehensive solutions. With a wealth of experience in catering to self-funded clients, this office stands as a reliable partner for local and regional employers seeking tailored benefits packages. The depth of their expertise is evident in their diverse client portfolio, with notable names such as A&A Global Imports in plastics product manufacturing, Anita's Mexican Foods Corp in food manufacturing, and Foothill Family Service in the offices of health practitioners industry. These clients, with participant numbers ranging from 60 to 190+, underscore Stone Tapert's ability to navigate and address the distinctive needs of various industries. Stone Tapert's proficiency extends across individual and family services, nursing and residential care facilities, as well as grocery and related product merchant wholesalers. As part of a local brokerage firm, their commitment to the community is evident, aligning with their focus on understanding and meeting the unique challenges faced by businesses in Los Angeles. Noteworthy is Stone Tapert's demonstrated experience with midsize employers, showcasing their ability to scale solutions effectively. Simultaneously, their significant experience with small employers further reinforces their adaptability and personalized approach to crafting insurance solutions for businesses of varying sizes.
QSR INSURANCE AGENCY - LOS ANGELES, CA
QSR INSURANCE AGENCY - LOS ANGELES, CA
Tarzana, California
QSR Insurance Agency's Los Angeles, CA office stands as a prominent hub within the expansive network of this well-established brokerage firm. Boasting a considerable size, the office is a dynamic force in the insurance landscape, particularly excelling in serving local and regional employers with a specialized focus on medical and ancillary benefits. With a proven track record, QSR Insurance Agency in Los Angeles has cultivated expertise in catering to the diverse needs of midsize employers, showcasing a nuanced understanding of the challenges and intricacies unique to this market segment. Their proficiency extends to the communications equipment manufacturing industry, where they have earned acclaim for their adept handling of clients like Silvus Technologies, a leading player with 90+ participants, and Zoic Studios, a notable presence in professional, scientific, and technical services, boasting a workforce of 150+ participants. As part of a local brokerage firm, the office seamlessly integrates into the community, leveraging local insights to offer tailored solutions. With a client-centric approach, QSR Insurance Agency stands out for its commitment to delivering comprehensive coverage and strategic benefits solutions, making them a compelling choice for employers seeking a reliable partner in navigating the complex landscape of insurance.
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THE MUIRFIELD FINANCIAL GROUP INC - LOS ANGELES, CA
THE MUIRFIELD FINANCIAL GROUP INC - LOS ANGELES, CA
Los Angeles, California
Muirfield Financial Group's Los Angeles office is a seasoned insurance broker with a solid reputation for delivering expert solutions in the realm of employer benefits. Specializing in medical and ancillary benefits, this office has established itself as a trusted partner for local and regional employers. Their extensive experience is evident in their successful collaborations with notable businesses, including Touchstone Television Productions (Dba Abc Studios) in the motion picture and video industries, where they serve over 150 participants. Renowned for their deep understanding of the unique challenges within the motion picture and video industries, Muirfield Financial Group excels in tailoring comprehensive benefit packages that meet the specific needs of businesses in this sector. Their dedication to the local community is reflected in their affiliation with a prominent local brokerage firm, further emphasizing their commitment to personalized and community-focused service. With a client-centric approach, Muirfield Financial Group in Los Angeles goes beyond the conventional, offering innovative solutions and leveraging their industry expertise to navigate the complexities of employer benefits. Businesses partnering with this office can expect a tailored and strategic approach to insurance solutions, ensuring the well-being of both employers and their valued employees.
FM FINANCIAL SERVICES - OXNARD, CA
FM FINANCIAL SERVICES - OXNARD, CA
Simi Valley, California
FM Financial is a boutique corporate benefits consulting firm in Old Town Pasadena, predominantly focused on Private Equity owned businesses. Since 1960, the Company has successfully worked side-by-side with client leadership to build strategies for managing health care and overall benefit costs. We work directly with HR departments and executive teams in companies across the country to help design, price, and administer benefit plans, retirement plans, and other HR-related products. We approach each client engagement uniquely and with a strong emphasis on service. Our goal is to empower our clients, assist with efforts for EBITDA improvement, and help strategically align benefit plans and costs with overall organizational goals. Our services in Health and Welfare Plans, Retirement Plans, and Human Resources Support are based on years of experience, creative thinking, and remaining accountable to measurable results. ​Our goal is to aid in the creative design of benefit programs specific to each company's values and circumstances. Ultimately, we want our clients and their employees to value their benefits and see them as an integral part of their compensation package. In an industry heavy-laden with fine print, we diligently aim to reduce employer and employee liability and fees through comprehensive contractual analysis and provision negotiation. At FM we hold ourselves to a high standard of individualized analysis and consulting advice. It is our goal to create a service environment in which clients and their employees consider FM an integral and contributing part of their organization. © 2018 by FM Financial Services, Inc. Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Kestra IS and FM Financial Services are not affiliated companies.
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.
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
Valencia, California
LBW Insurance and Financial Services, situated in Los Angeles, CA, boasts a robust presence as a larger office, distinguished by its extensive experience in catering to the unique needs of diverse clients. With a focus on employer benefits, this location excels in servicing both self-funded and traditional plans, showcasing particular prowess in supporting local and regional employers. This insurance broker has established itself as a key player within the California market, affiliating with a local brokerage firm. The office has carved a niche in working with midsize employers, leveraging substantial expertise to navigate the intricacies of employee benefits in this segment. Equally noteworthy is their demonstrated proficiency in addressing the needs of small employers, reflecting a commitment to comprehensive coverage across the business spectrum. LBW Insurance and Financial Services stands out for its impressive client portfolio, including notable names like Contemporary Services Corporation, Gahh, and Property Management Professionals. These partnerships underscore the broker's versatility, spanning industries such as investigation and security services, automotive parts, accessories, and tire retailers, as well as activities related to real estate. In essence, this office location of LBW Insurance and Financial Services represents a dynamic and adept partner for employers seeking tailored and effective insurance solutions in the vibrant landscape of Los Angeles, CA.
HILLCREST - LOS ANGELES, CA
HILLCREST - LOS ANGELES, CA
Los Angeles, California
Hillcrest's Los Angeles, CA office is a prominent player in the insurance brokerage landscape, boasting a substantial presence as a larger office within the region. With a rich history of catering to the needs of diverse clientele, they showcase notable proficiency in collaborating with self-funded clients. Their expertise extends to supporting local and regional employers, making them a reliable partner for businesses of varying scales. This branch of Hillcrest has earned its stripes through demonstrated experience with midsize employers, affirming their ability to navigate the nuanced challenges faced by companies of this size. As part of a local brokerage firm, they bring a personalized touch to their services, understanding the unique dynamics of the Los Angeles business landscape. What sets Hillcrest apart is their deep understanding of the offices of dentists industry. Noteworthy clients like Fariborz Rodef Dds with over 140 participants underline their success in this niche. Additionally, they've made significant strides in the community food and housing, emergency, and relief services industry, exemplified by their collaboration with Step Up On Second Street, boasting 230+ participants. This diverse portfolio showcases Hillcrest's adaptability and commitment to excellence across various sectors, making them a valuable choice for employers seeking comprehensive insurance solutions.
ALLIANCE 360 INSURANCE SOLUTIONS - LOS ANGELES, CA
ALLIANCE 360 INSURANCE SOLUTIONS - LOS ANGELES, CA
Cypress, California
Alliance 360° Insurance Solutions, located in the bustling city of Los Angeles, CA, stands out as a prominent player in the insurance brokerage sector, especially recognized for its proficiency in catering to local and regional employers. This larger office is part of a local brokerage firm, which emphasizes its strong community ties and understanding of the local market dynamics. The office showcases a remarkable expertise in managing medical and ancillary benefits, a vital aspect for businesses in today’s evolving healthcare landscape. Their proficiency is particularly evident in their work with midsize and small employers, demonstrating a flexible approach tailored to the specific needs of businesses of varying scales. Their client portfolio is impressive, reflecting their capability in diverse industries. Notably, they have established a strong presence in the air transportation industry, serving notable clients like Fns with over 440 participants. In the personal services sector, they've successfully managed the benefits for Jtb Americas Ltd, which has more than 180 participants. Additionally, their expertise extends to the automobile dealers industry, with significant clients such as Scott Robinson Pontiac Dba Scott Robinson Honda, catering to over 80 participants. This office’s broad expertise across industries like air transportation, audio and video equipment manufacturing, and automobile dealers highlights its ability to understand and address the unique challenges and requirements of various sectors. For an employer benefits buyer, Alliance 360° Insurance Solutions in Los Angeles presents a compelling option, combining local market insight, diverse industry expertise, and a proven track record with both small and midsize employers. This blend of qualities makes them a versatile and reliable choice for managing complex benefit needs.
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