Advisors near Carmel, California
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Showing 1 - 12 of 16 results
GLASS & ASSOCIATES FINANCIAL & INS - SAN JOSE, CA
Saratoga, California
Appomattox Glass & Storefront is a machinery company based out of P.O. BOX 840, Appomattox, Virginia, United States.
PROGRESSIVE BENEFIT GROUP - SANTA CRUZ, CA
Santa Cruz, California
Mission: First and foremost, we at PBG are advocates for our clients, strategic partners with our carriers, and “idea leaders” for the industry.
Drive: At PBG, our staff and their passion for excellence is what really set us apart. We are a dynamic group of talented and highly skilled professionals that are considered experts in their respective fields. Be it negotiation, compliance, account management, communication, employee advocacy or training programs, the energy and dedication that we bring to the table not only helps our clients satisfy the needs of their employees but also protects and improves their bottom-line.
Our team leaders are an incredibly dynamic and innovative group that infuse the company with their drive, enthusiasm and energy.
Value: PBG is committed to helping our clients make key healthcare benefit choices that deliver real value to their employees while at the same time controlling costs. Our expertise and abilities allow us to leverage our carrier relationships, and expand the value delivered to our clients, and their employees.
LEAVITT - SALINAS, CA
Salinas, California
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide. With an extensive network of 250+ locations across 27 states, Leavitt Group's agencies offer a distinctive advantage with local ownership, delivering a personalized and consultative approach to commercial insurance, employee benefits, and personal insurance needs. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve.
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
Our agencies provide a broad range of insurance services, including:
- Business Insurance
- Group Employee Benefits
- Industry Programs
- Personal Insurance
To learn more about our company, visit www.leavitt.com.
NIKSSARIAN INSURANCE SERVICES, INC. - SALINAS, CA
Monterey, California
A family-owned, locally-operated insurance broker in downtown Monterey, specializing in group health benefits. We represent a wide range of industries, including agriculture, retail, food and beverage, construction, and more.
PACIFIC COAST BENEFITS INSURANCE SERVICES, LLC - SAN JOSE, CA
Gilroy, California
As a locally owned and operated insurance agency in Gilroy, California, PCB Insurance Services, LLC is committed to providing quality insurance products for individuals and businesses. We combine our strong insurance background and product knowledge to assist both current and future clients manage and plan for all types of potential risk.
Our team of knowledgeable insurance professionals is experienced in creating personal and commercial insurance policies designed to fit your needs. With PCB Insurance Services, LLC, our friendly staff will work with you on a one-on-one basis to develop not only the perfect policy, but a lasting relationship.
When you work with PCB Insurance Services, LLC, you'll experience the quality service and attention to detail that you can only find with an independent insurance agency.Over the years, we have earned a unique reputation for leadership, support, innovation, and integrity.
ACRISURE - SANTA CRUZ, CA
Santa Cruz, California
As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and beyond. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 17,000 colleagues in 21 countries.
Ready for your next opportunity? We're looking for people with the entrepreneurial mindset and bold thinking required to meet our goals and serve our clients.
Additionally, you'll join a team that is committed to making an impact in our communities, For example, we have special partnerships with Helen DeVos Children’s Hospital, University of Pittsburgh Medical Center Children's Hospital, and Blythedale Children’s Hospital. Learn more at Acrisure.com.
ELAINE A MILES - SAN JOSE, CA
Morgan Hill, California
Elaine A. Miles, based in San Jose, CA, offers comprehensive employee benefits brokerage services with a focus on personalized solutions and client satisfaction. With a wealth of experience in the industry, Elaine specializes in designing, implementing, and managing benefit plans that align with the unique needs of her clients. Her expertise covers a wide range of benefits options, including health insurance, dental and vision plans, life insurance, and retirement planning.
Elaine’s approach is centered around understanding the specific goals and challenges of each client, ensuring that they receive tailored advice and support. Her commitment to excellence is evident in her successful partnership with notable clients such as CORTEC Precision Sheetmetal, where she has demonstrated her ability to deliver effective benefits solutions that contribute to their employees' well-being and the company's overall success.
Dedicated to maintaining strong client relationships, Elaine offers ongoing support and consultation to navigate the complexities of employee benefits. Her professionalism, coupled with her in-depth knowledge of the benefits landscape, makes her a trusted advisor to businesses looking to enhance their employee benefits offerings.
THE BALDWIN GROUP - SAN JOSE, CA
San Jose, California
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country.
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
CALNONPROFITS INSURANCE SERVICES - SANTA CRUZ, CA
Capitola, California
CalNonprofits Insurance Services, operating from Santa Cruz, CA, stands out as a local brokerage firm with a strong focus on serving local and regional employers, particularly in the sectors of individual and family services and outpatient care centers. This specialization is evident in their impressive client portfolio, which includes significant names like Encompass Community Services and Koreatown Youth and Community Center Inc.
Encompass Community Services, a notable player in the outpatient care centers industry based in California, benefits from CalNonprofits Insurance Services' comprehensive understanding of their needs, with over 220 participants under their umbrella. Similarly, Koreatown Youth and Community Center Inc, operating in the individual and family services industry and also based in California, entrusts the well-being of its 70+ participants to CalNonprofits Insurance Services.
This insurance broker's strength lies in their deep-rooted expertise in medical and ancillary benefits, tailored specifically for their clients' unique requirements. Their ability to cater to the specific needs of these industries, combined with their localized approach, positions them as a valuable partner for employers seeking dedicated, industry-focused insurance solutions.
Their success is not just a result of their industry expertise but also stems from their commitment to understanding and addressing the specific needs of each client. For any employer in the Santa Cruz area, especially those in the individual and family services or outpatient care centers sectors, CalNonprofits Insurance Services offers a blend of local insight and specialized knowledge, making them a reliable choice for managing employee benefits.
NAC INSURANCE ADMINISTRATION CORPOR - SANTA CRUZ, CA
Capitola, California
Nac Insurance Administration Corporation is a reputable local insurance consultant situated in Capitola, California. With a diverse portfolio of clients, they offer their expertise and services to a wide range of employers, including large, midsize, and small businesses. One notable example of their work is their collaboration with Legal Services of Northern California, a prominent employer in the legal services industry. Nac Insurance Administration Corporation partnered with their HR and finance team to establish a comprehensive self-funding arrangement, incorporating a tailored HMO plan, PPO plan, PBM, and drug plan, specifically designed to meet the unique needs of their 20-member workforce.
With extensive experience in working with self-funded employers, Nac Insurance Administration Corporation excels in providing exceptional services to meet the specific requirements of HMOs and clients. They have a strong track record of developing effective strategies and solutions for clients with PPO plans, ensuring their members' needs are met. Furthermore, their expertise extends to PBMs and other specialized pharmacy providers, offering comprehensive coverage across all aspects of insurance administration.
Nac Insurance Administration Corporation's commitment to excellence has earned them an outstanding reputation in the industry, reflected in their exceptional M Score, one of the highest attainable. Their diverse experience and deep understanding of client needs in various sectors, including individual and family services, professional, scientific, and technical services, have contributed to their success as one of the top brokerages in the Santa Cruz, CA market.
Serving clients throughout California, Nac Insurance Administration Corporation has established strong relationships with notable employers such as Alternative Family Services, Turning Point Community Programs, Anova Education & Behavior Consultations Inc, and Bayview Hunter's Point Foundation For Community Improvement Inc. Their office location in Capitola provides them with a strategic position to deliver high-quality insurance consultation and administration services to clients across the state.
ACRISURE - SAN JOSE, CA
Campbell, California
As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and beyond. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 17,000 colleagues in 21 countries.
Ready for your next opportunity? We're looking for people with the entrepreneurial mindset and bold thinking required to meet our goals and serve our clients.
Additionally, you'll join a team that is committed to making an impact in our communities, For example, we have special partnerships with Helen DeVos Children’s Hospital, University of Pittsburgh Medical Center Children's Hospital, and Blythedale Children’s Hospital. Learn more at Acrisure.com.
WELDON G KERR
San Jose, California
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