Advisors near Fontana, California
Showing 1 - 12 of 406 results
PANORAMA INSURANCE ASSOCIATES - LOS ANGELES, CA
PANORAMA INSURANCE ASSOCIATES - LOS ANGELES, CA
Omaha, California
Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.
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CORPORATE BENEFIT SOLUTIONS - LOS ANGELES, CA
CORPORATE BENEFIT SOLUTIONS - LOS ANGELES, CA
Costa Mesa, California
Founded in 1991, Corporate Benefit Marketing is a full service employee benefits consulting firm and has gained the reputation as an industry leader. With offices located in Agoura Hills, Valencia, and Newport Beach, CA, the CBM team combines local presence with national reach. Licensed in multiple states, our consultants have over a century of professional employee benefits experience. CBM specializes in the design, implementation, and administration of customized group benefit programs. We are committed to deliver excellent service and unsurpassed integrity while providing sound solutions that balance cost containment and common sense.
BENEFITS PLANNING SERVICE - LOS ANGELES, CA
BENEFITS PLANNING SERVICE - LOS ANGELES, CA
Newport Beach, California
Benefits Planning Service is a full-service employee benefits consulting/brokerage firm, with over 30 years of experience in both fully-insured and self-funded employee benefits. Our clients include companies varying in size from a few employees to several thousand, and from a diverse mix of industries. We are dedicated to developing strong working relationships with our clients, by providing the highest levels of service and benefits planning. Our success is due to our experience & knowledge base, as well as the utilization of the “T.E.A.M.” approach with each client: BPS Takes the TEAM approach to employee benefits, benefits consulting, benefits planning Timely presentation of relevant benefit program information necessary for effective management decision making. Expertise in employee benefits & compensation. Accurate analysis of each client’s existing benefits program versus the competitive market. Mutual responsibility for the performance of each client’s benefit program through affordable risk management. Benefits Planning Service is an employee benefits consulting/brokerage firm dedicated to helping all of our clients evaluate, develop, and maintain competitive, cost-effective employee benefit plans. Whether your company is small or large, growing or downsizing, we can help. Here are the main steps we take to accomplish our mission: We develop strong working relationships with our clients. We provide the highest levels of service and expertise in benefit planning and design. We become an integral trusted addition to each client’s management T.E.A.M. Benefits Planning Service was formed in 1982 – a partnership between an insurance brokerage firm and a human resource consulting firm.
DICKERSON EMPLOYEE BENEFITS - LOS ANGELES, CA
DICKERSON EMPLOYEE BENEFITS - LOS ANGELES, CA
Los Angeles, California
Dickerson Insurance Services was founded more than a half century ago by Carl Dickerson. The company began with Dickerson working the multi-cultural neighborhoods of Los Angeles, California. From this one-man-operation, selling insurance door-to-door, the company has grown to include employee benefits, property and casualty and consulting services among its insurance offerings. In May 2018, Dickerson Insurance Services became an Alera Group Company. The company is proud to bring customers a larger, national scope that is paired with its continued focus on local sales and service. Its headquarters remain on a spacious campus near historic Dodger Stadium. Today, the leadership of the company is shared by managing partners Michael Wolff and Tony Lee, Dickerson's sons-in-law. As a result of our senior leaders’ involvement in both political and civic organizations, Dickerson Insurance Services continues to have deep roots in the minority and culturally diverse communities of California. In addition to partnering with major insurance companies to market group insurance and related products, Dickerson goes beyond the traditional in its service offerings to clients. These include, but are not limited to, payroll, electronic enrollment, benefits administration, account management, HR, compliance and risk management. Contact a Dickerson advisor today at (800) 457-6116.
REID, SIMA B - LOS ANGELES, CA
REID, SIMA B - LOS ANGELES, CA
Cyress, California
Reid, Sima B, based in Los Angeles, CA, offers tailored employee benefits solutions with a personal touch. With a deep understanding of the unique challenges local businesses face, Sima has become a trusted advisor to diverse clients, including notable names such as Providence Medical Associates, Inc., and Polly's Inc. Her approach combines industry expertise with a keen awareness of each client's specific needs, ensuring they receive the best possible advice and service. Sima's commitment to excellence and her ability to deliver innovative benefits solutions have made her a respected figure in the Los Angeles business community. Her dedication to client satisfaction and her hands-on approach make her an ideal partner for any organization looking to enhance its employee benefits offerings.
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
Los Angeles, California
Connexion Insurance Solutions is a general agency, headquartered near Seattle, Washington, supporting the needs of insurance producers and agencies focused on the small group and individual market. We are appointed by many quality insurance carriers to give our affiliated producers a wide variety of product lines to offer their clients. We connect our over 1500 affiliated insurance producers with carriers, products, training, quotes and administrative support so they can focus on their clients. If you are an insurance producer–whether it is diversifying your revenue stream, considering another specialty like Medicare or needing administrative support–we are ready, willing and able to support your strategy. Contact us today.
DKB FINANCIAL SERVICES - LOS ANGELES, CA
DKB FINANCIAL SERVICES - LOS ANGELES, CA
Whittier, California
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