Advisors near Camarillo, California
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Showing 1 - 12 of 113 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 ®
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.
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.
D & S INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
D & S Insurance Services - Los Angeles, CA is a standalone brokerage office based in Torrance, California. Its work centers on manufacturing employers of mid-size, where it places fully insured medical coverage along with ancillary lines and retirement plans. Example carriers include Anthem BCBS.
ALL CARE INSURANCE AGENCY - LOS ANGELES, CA
Glendale, California
All Care Insurance Agency is a standalone employee benefits brokerage office based in Glendale, California, operating under the Los Angeles designation.
The office works with mid-sized and large employers, with experience concentrated in administrative and support services, financial activities, and manufacturing. Its placement work centers on medical coverage, including self-funded arrangements, PPO and HMO plans, and prescription drug benefits, alongside ancillary lines and retirement plans. Employer clients including Varda Space Industries Inc are well rated by their employees for benefits.
Example carriers appearing in the office's book include Anthem BCBS, Cigna and Kaiser Permanente, among others.
BENCHMARK BENEFITS & INS SVCS., INC - LOS ANGELES, CA
Encino, California
Benchmark Benefits Home Redux - Los Angeles, CA is an Encino, California office of Benchmark Benefits Home Redux. Its work centers on mid-sized employers in arts and entertainment, manufacturing and retail services.
The office places fully insured medical coverage, including PPO and HMO arrangements, along with prescription drug benefits, ancillary lines and retirement plans, and its book includes employers whose staff rate their benefits highly. Example carriers include Aetna, Anthem BCBS and Cigna.
MARSH MCLENNAN AGENCY - LOS ANGELES, CA
Los Angeles, California
The Los Angeles, California office of Marsh McLennan Agency operates as part of the broader Marsh McLennan Agency organization, serving employer clients across professional business services, manufacturing, healthcare and social services, data, media and telecom, and the religious and non-profit sector. Its book spans small, mid-sized and large employers.
The office places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits and ancillary lines. It also works on retirement plans, mega wrap arrangements and collectively bargained benefits.
Employer clients including Acme Mechanical Contractors of Virginia, Inc. and the Association of Village Council Presidents are well rated by their employees for benefits. Example carriers placed by the office include CIGNA, UnitedHealthcare and Elevance, among others.
TCIG PACIFIC INSURANCE SERVICES - OXNARD, CA
Thousand Oaks, California
At all stages - from inception through periods of significant growth - there is no one that provides a higher level of concierge service to small and mid-sized clients than TCIG.
Our specialty is helping companies that want a little more hand-holding. We take on the administrative burden of managing the benefits so employers can get back to work.
With ClaimsAssist, we get employees back to work as well. We resolve claims issues on behalf of your staff so they aren't spending company time following up with doctors and insurance companies.
We provide a custom online enrollment portal, bring in catered lunches while hosting your enrollment meetings, and spend as much time as needed throughout the year to ensure employees understand and appreciate the benefits offered.
Perhaps most importantly, we provide the tools and experience to protect you from the sorts of compliance mistakes that are easy to make but bankruptcy-inducing when discovered in a Department of Labor audit.
There is rarely a difference in cost between employee benefits brokers, but there is a big difference in the service you receive. If you are not ecstatic with the people handling your employee benefits, we would love to speak with you.
TBG WEST - LOS ANGELES, CA
Culver City, California
TBG West's Los Angeles office, based in Culver City, California, operates as part of the TBG West organization. Its work centers on professional business services employers, primarily mid-sized and large organizations.
The office places self-funded arrangements, medical coverage and ancillary lines, along with retirement plans and mega wrap programs. Employer clients including Benesch, Friedlander, Coplan & Aronoff LLP and Schulte Roth & Zabel LLP are well rated by their employees for benefits. Example carriers include Aetna, Cigna and UnitedHealthcare.
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.
MERCER - LOS ANGELES, CA
Los Angeles, California
Mercer's Los Angeles, California office is part of the Mercer brokerage firm. Its employer clients span professional business services, manufacturing, financial activities, retail services, and healthcare and social services, and range from small employers through mid-sized and large organizations.
The office places self-funded arrangements alongside fully insured medical coverage, including PPO and HMO plans, prescription drug programs and ancillary lines. It also works on retirement plans, mega wrap arrangements and benefits for collectively bargained groups. Clients including Recursion Pharmaceuticals Inc. and Genuine McCarthy Enterprises are well rated by their employees for benefits.
Example carriers used by the office include CIGNA, Aetna and Kaiser Permanente.
EXECUTIVE FINANCIAL BENE-FACTS - LOS ANGELES, CA
Saugus, California
Executive Financial Bene-Facts - Los Angeles, CA is the Los Angeles, California office of Executive Financial Bene-Facts. Its work spans professional business services, financial activities and manufacturing, serving small, mid-sized and large employers alike.
The office places self-funded arrangements alongside medical coverage through PPO and HMO structures, prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements. Employer clients including Gibson, Dunn & Crutcher LLP and AdminSure, Inc. are well rated by their employees for benefits. Example carriers include Elevance, California Physicians Service and Cigna.
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