Advisors near Fullerton, California
Showing 1 - 12 of 147 results
EDMONDS - LOS ANGELES, CA
EDMONDS - LOS ANGELES, CA
El Segundo, California
We help create well-designed insurance, retirement, and employee benefit programs that address primary budget concerns, your need to attract and retain quality employees, promote flexibility, and optimize tax-leveraging strategies. We accomplish this by asking the appropriate questions that provide meaningful insight into customer goals and agendas. We then implement the plan and provide turnkey service year-round. Having specialized in employee benefit planning since 1979, we continually seek ways to help our clients to optimize their cost/risk profile. By using new "less common"​ tools to address employer concerns, we discover new ways to help our clients reduce costs and manage risks. Our concept moves employers from "shopping rates"​ to "controlling costs" through wellness incentives to employees and self-funding. We are focused on helping small, medium, and large size employers to understand healthcare reform exposure and manage it in accordance with their objectives. We also support individuals with life, health, disability, and long-term care planning.
HILLCREST - LOS ANGELES, CA
HILLCREST - LOS ANGELES, CA
Los Angeles, California
Hillcrest's Los Angeles, CA office is a prominent player in the insurance brokerage landscape, boasting a substantial presence as a larger office within the region. With a rich history of catering to the needs of diverse clientele, they showcase notable proficiency in collaborating with self-funded clients. Their expertise extends to supporting local and regional employers, making them a reliable partner for businesses of varying scales. This branch of Hillcrest has earned its stripes through demonstrated experience with midsize employers, affirming their ability to navigate the nuanced challenges faced by companies of this size. As part of a local brokerage firm, they bring a personalized touch to their services, understanding the unique dynamics of the Los Angeles business landscape. What sets Hillcrest apart is their deep understanding of the offices of dentists industry. Noteworthy clients like Fariborz Rodef Dds with over 140 participants underline their success in this niche. Additionally, they've made significant strides in the community food and housing, emergency, and relief services industry, exemplified by their collaboration with Step Up On Second Street, boasting 230+ participants. This diverse portfolio showcases Hillcrest's adaptability and commitment to excellence across various sectors, making them a valuable choice for employers seeking comprehensive insurance solutions.
UNI & GOOD FRIEND INSURANCE - LOS ANGELES, CA
UNI & GOOD FRIEND INSURANCE - LOS ANGELES, CA
Los Angeeles, California
UNI & Good Friend Insurance was established in 2010 and expanded its business rapidly through merger & acquisitions of 4 other insurance agencies. Our success has come from understanding what clients truly need in their personal and business values and we are committed to delivering a comprehensive array of insurance products with thoughtful strategic planning, valuable professional services and technology- based solutions that result in clients’ satisfaction.
SPECTRUM RISK MANAGEMENT & INSURANCE - LOS ANGELES, CA
SPECTRUM RISK MANAGEMENT & INSURANCE - LOS ANGELES, CA
Irvine, California
AMERICAN INSURANCE BROKERS - LOS ANGELES, CA
AMERICAN INSURANCE BROKERS - LOS ANGELES, CA
Irvine, California
American Insurance Brokers, located in Los Angeles, California, stands out as a local brokerage firm with a significant presence and expertise in catering to local and regional employers. Their forte lies in providing comprehensive medical and ancillary benefits, tailored to meet the specific needs of diverse industries. One of their notable clients is Pdf Print Communications, belonging to the printing and related support activities industry, with over 100 participants. This collaboration highlights American Insurance Brokers' ability to handle complex benefit requirements in a sector that demands tailored solutions for its unique workforce dynamics. In the bakery and tortilla manufacturing industry, they have successfully partnered with Perfect 85 Degree C, serving over 440 participants. This engagement showcases their capacity to manage large-scale benefit programs, ensuring that a significant number of employees receive the necessary coverage and benefits. Another example of their expansive reach is their work with Electronic Health Plans in New York, operating within the professional, scientific, and technical services industry. Despite being a local firm, this partnership with a New York-based company with 60 participants demonstrates their flexibility and competence in extending their services beyond regional boundaries. American Insurance Brokers' strength lies in their deep understanding of varied industries, such as bakeries and tortilla manufacturing, and printing and related support activities. This expertise enables them to offer customized, industry-specific insurance solutions, making them a valuable partner for employers seeking robust and tailored employee benefits. Their local roots, combined with their capability to service clients across different states, position them as a versatile and reliable choice for employers in various sectors.
INTRINSIC SOLUTIONS INSURANCE AGENCY - LOS ANGELES, CA
INTRINSIC SOLUTIONS INSURANCE AGENCY - LOS ANGELES, CA
Laguna Beach, California
Intrinsic Solutions Insurance Agency, located in Los Angeles, CA, stands out as a premier insurance broker specializing in employer benefits. With a dedicated focus on medical and ancillary benefits, this office has amassed considerable expertise in serving local and regional employers. Their impressive client portfolio includes notable companies such as California Waste Solutions, a key player in the waste management and remediation services industry, boasting over 150 participants. Additionally, they cater to Gillig, a prominent motor vehicle manufacturing company in CA, providing coverage for a workforce of over 270 participants. Intrinsic Solutions has demonstrated unparalleled proficiency in navigating the intricacies of both waste management and motor vehicle manufacturing industries. As part of a local brokerage firm, this office benefits from a deep understanding of the unique challenges faced by businesses in the region. Their commitment to midsize employers is evident through their demonstrated track record, showcasing the ability to tailor comprehensive insurance solutions to meet the specific needs of this market segment. Intrinsic Solutions Insurance Agency is poised to guide employers through the complexities of benefit programs, ensuring optimal coverage and peace of mind for both businesses and their valued employees.
INSURANCE OFFICE OF AMERICA - LOS ANGELES, CA
INSURANCE OFFICE OF AMERICA - LOS ANGELES, CA
Aliso Viejo, California
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.
HEATH BENEFIT PARTNERS, INC. AGENCY - LOS ANGELES, CA
HEATH BENEFIT PARTNERS, INC. AGENCY - LOS ANGELES, CA
Mission Viejo, California
At Heath Benefit Partners, we help entre­pre­neurs provide custom-fit employee benefit programs that save money, while more effec­tively meeting the needs of your people. We’ve developed a propri­etary strategic planning process combining technology-based analysis tools and benefit-focused experience and insight, to deliver the best possible program for your unique benefit needs. We know you’re passionate about your business. You’ve sacri­ficed a lot to get it where it is today. As entre­pre­neurs ourselves, we know how important it is to protect one of your most important assets…your people. We also under­stand the value of using a quality benefit plan to recruit, retain, and reward your employees.. We take the concept of being “client-focused” to the next level. We consider ourselves partners with every client who places their trust in us, providing unpar­al­leled customer service through our knowl­edgeable, friendly staff, and bringing more than 22 years of specialized experience in a diverse range of benefit plans. Our promise? We’ll match your passion and dedication when it comes to protecting your business’ bottom line and your people with the right benefits.
EBA & M - LOS ANGELES, CA
EBA & M - LOS ANGELES, CA
Irvine, California
Eba & M's Los Angeles, CA office is a trusted insurance broker with a strong focus on providing expert solutions for local and regional employers in the area. Their extensive experience in the field of medical and ancillary benefits makes them a valuable partner for businesses seeking comprehensive and tailored coverage. One of Eba & M's notable strengths is their impressive track record of working with top-tier clients. They have successfully served companies like the Robinson Helicopter Company, a prominent player in the aerospace product and parts manufacturing industry based in California, with over 890 participants in their benefits programs. Additionally, they have provided their expertise to the Mitsubishi Cement Corporation, a leading player in the cement and concrete product manufacturing industry located in Nevada, with more than 220 participants benefiting from their services. This diverse portfolio showcases their ability to cater to a wide range of industries, including aerospace and concrete manufacturing. Eba & M is not just an insurance broker; they are an integral part of the local community as a member of a local brokerage firm. This local presence allows them to better understand the unique needs of businesses in Los Angeles, CA, and the surrounding region. With their commitment to delivering tailored, cost-effective insurance solutions, Eba & M is an excellent choice for employers seeking comprehensive benefits packages that meet their specific requirements.
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.
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INTELLIBENEFITS INSURANCE SERVICES - LOS ANGELES, CA
INTELLIBENEFITS INSURANCE SERVICES - LOS ANGELES, CA
Tustin, California
Intelligence + Benefits = IntelliBenefits. The Employee Benefits landscape has never been more tumultuous and changes on a near daily basis. We are part Health Care Reform geeks, part Compliance nerds and completely obsessed with Customer Service. In a sea of generalists, we are Employee Benefits Experts. IntelliBenefits provides customized solutions to mid-market and growing companies such as yours. Our work begins during the placement of your insurance, and it is our proactive service between policy renewals that sets us apart. We listen and then consider your unique concerns, challenges and objectives, then advise on cost effective ways to meet your needs and, equally important, the needs of your most valuable asset: your employees. Through our targeted analysis, design and implementation, we identify benefit solutions that employees embrace and value and you will be proud to deploy. Why IntelliBenefits? • We Listen to your concerns and objectives. • We Respond to your changing needs. • We Proactively Navigate you through the abyss of Health Care Reform. • We Embrace technology and efficient processes. • We Partner with Industry experts for:r If you’re ready for big picture thinking, let us map out a clear path to steer your company to greater success.
WESTERN GROWERS - LOS ANGELES, CA
WESTERN GROWERS - LOS ANGELES, CA
Newport Beach, California
Western Growers exists for one reason only: to ensure the future viability of its members – the hard-working, salt-of-the-earth farmers who grow the fruits, vegetables and tree nuts that feed our nation and nourish our bodies. But their way of life, their ability to pass their multi-generational farms and family legacies on to their children and grandchildren, is being jeopardized by a host of threats, many of them beyond their control. They face a growing litany of laws and regulations that make it increasingly difficult and expensive to do business. Our members depend on us to help them remain competitive and profitable in spite of these trying circumstances, which we do by fighting – heart and soul – for them every single day. We passionately advocate for them in the halls of Congress and on the steps of the state capitol. We actively facilitate the advancement of technology designed to help them become more efficient and less dependent on diminishing resources. We diligently provide health insurance to their farm workers, as well as other insurance solutions tailored to the unique business. We do all of this, and more, from a position of leadership in the agriculture industry, which requires a team of intelligent, inquisitive and innovative individuals committed to our common purpose. Western Growers was founded in 1926 and is headquartered in Irvine, California with offices in Bakersfield, Fresno, Imperial, Modesto, Sacramento, Salinas and Santa Maria, California along with offices in Phoenix and Somerton, Arizona, and Washington, D.C.
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