Advisors near Encino, California
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Showing 1 - 12 of 167 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 ®
United AMG Partners - Orange County, CA
Costa Mesa, California
United AMG Partners is a nationwide full service insurance consulting firm offering all lines of insurance coverage for small, mid-size and large companies.
We design plans that are custom tailored for each individual employer and their employees because no two companies are ever alike. Unlike other brokers who only sell off-the-shelf plans, the United AMG consultants specialize in using out-of-the-box creative strategies that save business owners on average 20% - 30% on their insurance cost.
Combining our extensive knowledge and experience in the industry with new technologies, we are able to provide all of our clients with the first class service when it comes to their employee benefits and business insurance.
Our goal at United AMG Partners is to save our clients as much money as possible without sacrificing the richness of their benefits, educating employees how to use their benefits wisely, and also staying one step ahead of the curve with our cutting edge technology.
B2 - LOS ANGELES, CA
Redondo Beach, California
B2 - LOS ANGELES, CA is a standalone employee benefits brokerage office based in Redondo Beach, California. Its work centers on transportation and warehousing employers of mid-size, where it places medical and HMO coverage along with ancillary lines, retirement plans and Mega Wrap arrangements. Example carriers include Aetna and Elevance.
STONE TAPERT - LOS ANGELES, CA
Sierra Madre, California
Stone Tapert - Los Angeles, CA is a standalone employee benefits brokerage office based in Sierra Madre, California. Its work centers on healthcare and social services employers, primarily mid-sized organizations.
The office places both self-funded and fully insured arrangements, with medical coverage spanning PPO and HMO plan designs, along with prescription drug coverage, ancillary lines and retirement plans. Example carriers include Kaiser Permanente, Aetna and California Physicians Service.
BENEFITSCAFE.COM - LOS ANGELES, CA
Montebello, California
BenefitsCafe.com's Los Angeles office, based in Montebello, California, operates as part of the BenefitsCafe.com organization. The office works with employer clients in financial activities, healthcare and social services, and manufacturing, spanning small, mid-sized and large employers.
Its work centers on fully insured arrangements, including medical coverage, PPO plans and prescription drug benefits, along with ancillary lines, retirement plans and MEWA arrangements. Clients including Foothill Cardiology Medical Group, Inc. are well rated by their employees for benefits. Example carriers placed by the office include UnitedHealthcare, Aetna and Cigna.
HIGH GROUND INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
High Ground Insurance Services - Los Angeles, CA operates from Torrance, California as part of High Ground Insurance Services. The office works with mid-sized employers in manufacturing, placing fully insured medical coverage including PPO plans, along with ancillary lines and retirement plans. Example carriers include Elevance, Principal Financial and Guardian Life.
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.
FONTAINE MCLAREN INSURANCE SOLUTIONS - LOS ANGELES, CA
Agoura Hills, California
Fontaine McLaren Insurance Solutions - Los Angeles, CA operates from Agoura Hills, California, as part of Fontaine McLaren Insurance Solutions. The office works with mid-sized employers, with experience concentrated in healthcare and social services and professional business services.
Its placements center on medical and prescription drug coverage, alongside ancillary lines and retirement plans. Example carriers include Kaiser Permanente, California Physicians Service and UnitedHealthcare.
RSS FINANCIAL & INSURANCE SERVICES - OXNARD, CA
Westlake Village, California
RSS Financial & Insurance Services - Oxnard, CA is a standalone employee benefits brokerage office based in Westlake Village, California. Its work centers on wholesale trade employers, primarily mid-sized organizations. The office places medical coverage through PPO and HMO arrangements along with prescription drug benefits, and also handles ancillary lines and retirement plans. Example carriers include Kaiser Permanente, BCBS of CA and Elevance.
JACARANDA INSURANCE AGENCY, INC. - LOS ANGELES, CA
Cypress, California
Jacaranda Insurance Agency, Inc. - Los Angeles, CA operates from Cypress, California as part of Jacaranda Insurance Agency. The office works with mid-sized employers in professional business services, placing fully insured medical coverage through PPO and HMO arrangements along with ancillary lines and retirement plans. Example carriers include Anthem BCBS and Elevance.
BIZ INS, INC. - LOS ANGELES, CA
Anaheim, California
Biz Ins, Inc. - Los Angeles, CA is a standalone employee benefits brokerage office based in Anaheim, California. Its work centers on manufacturing employers of mid-sized scale, where it places medical coverage along with ancillary lines and Mega Wrap arrangements. Example carriers include CIGNA, Kaiser Permanente and Guardian Life.
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.
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