Advisors near Calabasas, California
Showing 1 - 12 of 368 results
PATRIOT GROWTH INSURANCE SERVICES - OXNARD, CA
PATRIOT GROWTH INSURANCE SERVICES - OXNARD, CA
Westlake Village, California
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.
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.
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.
DKB FINANCIAL SERVICES - LOS ANGELES, CA
DKB FINANCIAL SERVICES - LOS ANGELES, CA
Whittier, California
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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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.
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.
STONETAPERT INSURANCE SERVICES - LOS ANGELES, CA
STONETAPERT INSURANCE SERVICES - LOS ANGELES, CA
Sierra Madre, California
Navigating the future of your Employee Benefits and your Financial Objectives with the knowledge and expertise to uncover otherwise missed opportunities. Experience in virtual contact center design, management, and optimization working with Five9. Currently responsibilities include making sure sales agents are meeting their quota, sourcing additional traffic sources for contact center network, maintaining compliance with the TCPA and Medicare Marketing Guidelines.
CDS INSURANCE SERVICES - LOS ANGELES, CA
CDS INSURANCE SERVICES - LOS ANGELES, CA
Glendora, California
CDS Insurance Services, based in Los Angeles, CA, is a prominent insurance brokerage office known for its significant expertise in catering to local and regional employers. As a part of a local brokerage firm, this larger office has established itself as a specialist in providing medical and ancillary benefits. Notably, CDS Insurance Services demonstrates a strong capability in serving both midsize and small employers, showcasing a versatile and adaptive approach to diverse business needs. This office's client portfolio is impressive, featuring top customers such as Advanced Fresh Concepts Corporation, a key player in the grocery and related product merchant wholesalers industry, with over 460 participants. This indicates their proficiency in managing large-scale insurance needs. Similarly, they effectively serve clients like California Commercial Pools and Mercury Plastics, both in the professional, scientific, and technical services industry, with 50+ and 40+ participants respectively. These collaborations reflect their agility in handling varied industry requirements with precision. CDS Insurance Services also exhibits extensive knowledge across multiple sectors, including grocery and related product merchant wholesalers, and computer and peripheral equipment manufacturing industries. This breadth of expertise highlights their ability to navigate the unique challenges and demands of different industries, ensuring tailored insurance solutions for each client. Overall, CDS Insurance Services in Los Angeles stands out for its comprehensive understanding of local and regional business landscapes, combined with its capacity to deliver specialized insurance services to a broad range of industries and employer sizes. This makes them a noteworthy option for employers seeking reliable and expert insurance brokerage services.
BENEFITSCAFE.COM - LOS ANGELES, CA
BENEFITSCAFE.COM - LOS ANGELES, CA
Montebello, California
Online home of Professional Benefits & Insurance services. Enables visitors to learn about health insurance via cartoon videos; charts; and, informative articles. Seeks to make difficult to understand information easily accessible. Individuals and families can obtain online quotes and apply for coverage through the site. Also, small businesses located in California can obtain quotes and apply for coverage.
MJ INSURANCE - OXNARD, CA
MJ INSURANCE - OXNARD, CA
Ventura, California
The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person it serves: associates and their families, business partners, clients, and the community.
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