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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 ®
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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.
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STRATEGIC BUSINESS PLANNING - OXNARD, CA
Westlake Village, California
Empty description.
Medium
ALERA GROUP - OXNARD, CA
Oxnard, California
Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.
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WESTLAKE RISK & INSURANCE SERVICES - OXNARD, CA
Westlake Village, California
Full Service Insurance Brokerage specializing in insurance for the following industries: -Contractors -Auto Dealers -Wholesale/Retail -Hospitality -Life Insurance -Building Material Dealers -General Insurance
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ASSUREDPARTNERS - OXNARD, CA
Ventura, California
At Tolman & Wiker, Innovative Risk Advice™ isn’t just our tag line, it’s in our DNA. Our clients deserve and receive best-in-class risk advice and employee benefits consulting from an expert team with deep experience in key industry segments, who deliver outstanding results that help our clients succeed. Our innovative, proprietary process (Tolman & Wiker D.R.I.V.E. System) for partnering with our clients to reduce their total cost of risk helps them to achieve superior results versus their industry peers, which provides them with unique competitive advantage. For over 93 years we’ve served companies and individuals across California, the West, and around the globe as we’ve grown to be one of the top privately held, independent insurance brokerages in the nation. We look forward to working with you, too!
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FARR AND ASSOCIATES INS. SVCS., LLC - OXNARD, CA
Ventura, California
Empty description.
Medium
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FONTAINE MCLAREN INSURANCE SOLUTIONS - LOS ANGELES, CA
Agoura Hills, California
Fontaine McLaren Insurance Solutions, located in Los Angeles, CA, operates from a spacious and well-established office, reflecting its status as a larger and resourceful hub. Specializing in catering to the unique needs of midsize employers, this branch has proven expertise in the insurance landscape, particularly within the computer systems design and related services industries. Notably, they boast a solid track record with self-funded clients, showcasing a nuanced understanding of the challenges and nuances that accompany such arrangements. With a focus on local and regional employers, Fontaine McLaren Insurance Solutions has emerged as a reliable partner for businesses seeking comprehensive insurance solutions. The brokerage firm, embedded in the local community, offers a personalized touch to its services. Their demonstrated success is exemplified by their collaboration with prominent entities like Onprem Solution Partners, a major player in the computer systems design and related services industry in California, with over 170 participants. This Fontaine McLaren Insurance Solutions location stands out for its commitment to tailoring insurance strategies to the unique demands of its clients, embodying a blend of experience, local knowledge, and a client-centric approach that makes them a valuable asset for employers navigating the complexities of the insurance landscape.
Large
CENTERED INSURANCE SOLUTIONS - OXNARD, CA
Camarillo, California
Centered Insurance Solutions is a local insurance broker located in Camarillo, California. With a strong focus on meeting the unique needs of their clients, they have established themselves as a trusted partner in the insurance industry. One notable example of their expertise is their collaboration with Golden State Medical Supply, a prominent employer in the support services sector comprising 190 members. Centered Insurance Solutions worked closely with Golden State's HR and finance team to develop a comprehensive insurance package tailored specifically for their employees. This included the implementation of a self-funding arrangement, along with a customized HMO plan, PPO plan, pharmacy benefit management (PBM), and drug plan. The team at Centered Insurance Solutions brings extensive experience to the table. They excel in working with self-funded employers, showcasing their ability to navigate complex insurance structures effectively. Additionally, they have a proven track record of providing exceptional services to clients in the HMO and PPO domains, ensuring that members' needs are met. Their expertise extends to working with PBMs and other specialized pharmacy providers. With a diverse clientele comprising large and midsize employers, Centered Insurance Solutions serves an array of industries. Their impressive roster of employer clients includes Viewpoint School, Farwest Corrosion Control Company, Golden State Medical Supply, and Lassens Health Foods. Beyond their local presence in California, Centered Insurance Solutions also extends their services to clients throughout Texas. Centered Insurance Solutions boasts a strong M Score, reflecting their wide range of experience and expertise across clients of various sizes and industries. Notably, they possess deep knowledge in support services, commercial and industrial machinery and equipment repair and maintenance, as well as the vegetable and melon farming sectors. By leveraging their extensive experience and commitment to client satisfaction, Centered Insurance Solutions stands as a trusted partner in providing tailored insurance solutions.
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MEGAN INSURANCE - LOS ANGELES, CA
Agoura Hills, California
Megan Insurance is a reputable local insurance broker headquartered in Agoura Hills, California. With a strong focus on serving clients throughout the state, Megan Insurance has gained recognition for their exceptional insurance services. Their commitment to customer satisfaction and expertise sets them apart in the industry. A noteworthy example of their success at the Agoura Hills office is their partnership with Tricom Management, Inc., a prominent employer in the activities related to real estate industry. Megan Insurance worked closely with Tricom Management's HR and finance team to develop a comprehensive insurance package, including a customized HMO plan, PPO plan, PBM, and drug plan. These tailored solutions address the unique needs of Tricom Management's 190 members, ensuring their employees receive optimal coverage. In addition to Tricom Management, Megan Insurance serves other esteemed employer clients such as Banc Of California and People Assisting The Homeless. This diverse clientele showcases Megan Insurance's ability to cater to the insurance needs of large and midsize employers across various industries. With their deep-rooted expertise in working with HMOs and clients, Megan Insurance excels at providing comprehensive coverage that best meets their clients' needs. Their experience in collaborating with pharmacy benefit managers (PBMs) and other specific pharmacy providers further enhances their ability to deliver tailored insurance solutions. Megan Insurance's office in Agoura Hills allows them to effectively serve clients throughout California. Their wide range of experience and expertise across different client sizes and industries has earned them a strong reputation, as reflected in their positive M Score. Megan Insurance stands out for their commitment to delivering exceptional service and their expertise in activities related to real estate, relief services, and depository credit intermediation industries.
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MEGAN INSURANCE - LOS ANGELES, CA
Agoura Hills, California
Megan Insurance is a reputable local insurance broker headquartered in Agoura Hills, California. With a strong focus on serving clients throughout the state, Megan Insurance has gained recognition for their exceptional insurance services. Their commitment to customer satisfaction and expertise sets them apart in the industry. A noteworthy example of their success at the Agoura Hills office is their partnership with Tricom Management, Inc., a prominent employer in the activities related to real estate industry. Megan Insurance worked closely with Tricom Management's HR and finance team to develop a comprehensive insurance package, including a customized HMO plan, PPO plan, PBM, and drug plan. These tailored solutions address the unique needs of Tricom Management's 190 members, ensuring their employees receive optimal coverage. In addition to Tricom Management, Megan Insurance serves other esteemed employer clients such as Banc Of California and People Assisting The Homeless. This diverse clientele showcases Megan Insurance's ability to cater to the insurance needs of large and midsize employers across various industries. With their deep-rooted expertise in working with HMOs and clients, Megan Insurance excels at providing comprehensive coverage that best meets their clients' needs. Their experience in collaborating with pharmacy benefit managers (PBMs) and other specific pharmacy providers further enhances their ability to deliver tailored insurance solutions. Megan Insurance's office in Agoura Hills allows them to effectively serve clients throughout California. Their wide range of experience and expertise across different client sizes and industries has earned them a strong reputation, as reflected in their positive M Score. Megan Insurance stands out for their commitment to delivering exceptional service and their expertise in activities related to real estate, relief services, and depository credit intermediation industries.
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LEAVITT - SANTA MARIA, CA
Santa Barbara, California
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 Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.
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JOHN M FICKEWIRTH AND ASSOC - OXNARD, CA
Ventura, California
John M. Fickewirth & Associates, based in Oxnard, California, offers a wealth of expertise in delivering comprehensive employee benefits solutions. With a dedicated focus on tailoring benefits plans that align with the unique needs of each client, this local brokerage stands out for its personalized approach and deep understanding of the complexities of employee benefits. Known for their collaboration with notable clients such as AFSCME Local 2076 and Ojai Valley Inn and Spa, John M. Fickewirth & Associates demonstrates a proven track record of enhancing employee satisfaction and organizational wellbeing through strategic benefits planning. Their commitment to excellence and client satisfaction is evident in every interaction, ensuring that organizations receive not only expert advice but also unparalleled service. Visit fickewirth.com to learn how John M. Fickewirth & Associates can transform your employee benefits experience with solutions that are as innovative as they are effective.
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