Advisors near California
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KEENAN & ASSOCIATES - SACRAMENTO, CA
KEENAN & ASSOCIATES - SACRAMENTO, CA
Rancho Cordova, California
AP Keenan provides innovative insurance and financial solutions for schools, public agencies and health care organizations. We serve those who support our communities. Our high quality, cost-effective programs exceed our customers’ expectations. We are the experts you can rely on when it comes to employee benefits, risk management, claims services, and technology.
HUB INTERNATIONAL - CHICO, CA
HUB INTERNATIONAL - CHICO, CA
Chico, California
HUB International's Chico, CA office stands as a cornerstone in the region's insurance landscape, offering unparalleled expertise in employer benefits. With a keen focus on medical and ancillary benefits, this branch has proven its mettle in catering to the diverse needs of local and regional employers. The team's proficiency spans various industries, including apparel, piece goods, notions merchant wholesalers, grocery, and convenience retailers. A testament to their success lies in their impressive portfolio of clients. Noteworthy among them are Far Northern Coordinating Council On Developmental Disabilities, operating in community food, housing, and emergency relief services with over 260 participants. Additionally, they serve Gonzales Park, an entity in the apparel industry boasting 320+ participants, and North Coast Cooperative in the grocery and convenience retailers sector with 140+ participants. Part of a prominent national insurance brokerage firm, this HUB International location is well-positioned to offer comprehensive solutions to midsize employers. Their demonstrated experience reflects a commitment to understanding the unique challenges faced by businesses in the region, ensuring tailored and effective insurance solutions. With a track record of success and a deep understanding of the local landscape, HUB International in Chico, CA, emerges as a trusted partner for employers seeking robust and customized benefit packages.
BENEFITSFIRST, INC - LOS ANGELES, CA
BENEFITSFIRST, INC - LOS ANGELES, CA
Anaheim, California
benefitsFIRST, Inc is a reputable insurance broker based in Anaheim, California, specializing in serving clients across California, particularly in the aerospace product and parts manufacturing industries. With their office conveniently located in Anaheim, benefitsFIRST, Inc has established itself as a trusted partner for large employers, including notable companies such as Scaled Composites LLC. One of the key highlights of benefitsFIRST, Inc's expertise lies in their ability to tailor insurance solutions to meet the unique needs of their clients. Notably, they collaborated closely with Scaled Composites LLC's HR and finance team to develop a comprehensive self-funding arrangement, HMO plan, and PPO plan. By understanding the specific requirements and challenges faced by the 280-member aerospace employer, benefitsFIRST, Inc was able to design a personalized insurance package that effectively caters to the healthcare needs of Scaled Composites LLC employees. With an unwavering commitment to delivering outstanding service, benefitsFIRST, Inc distinguishes itself by offering top-notch customer support and comprehensive insurance options. Their extensive experience working within the aerospace product and parts manufacturing industries enables them to provide valuable insights and guidance to their clients. Whether it is assisting large employers like Scaled Composites LLC or servicing clients across California, benefitsFIRST, Inc's Anaheim office consistently delivers tailored insurance solutions backed by their deep industry knowledge. With a track record of excellence and a strong focus on client satisfaction, benefitsFIRST, Inc is the preferred insurance broker for businesses seeking comprehensive coverage options in the dynamic and evolving insurance landscape.
DONALD TAPERT INSURANCE AGENCY - LOS ANGELES, CA
DONALD TAPERT INSURANCE AGENCY - LOS ANGELES, CA
Sierra Madre, California
Donald W. Tapert Insurance Agency, operating under StoneTapert Insurance Services in Los Angeles, CA, stands out as a prominent provider of employee benefits consulting. Their services are crucial in elevating workplace dynamics and fostering employee loyalty. They specialize in creating customized employee benefits programs, which are vital in attracting and retaining talent, as well as promoting employee well-being and success in the workplace. They empower human resources departments with comprehensive resources, expert advice, and cutting-edge tools, ensuring companies stay updated with federal and state mandates for compliance. Additionally, their offerings cater to personal insurance needs with a range of healthcare alternatives, addressing the varied requirements of different life stages. With over 60 years of experience, StoneTapert Insurance Services has a legacy of reliability and expertise, partnering with diverse organizations including startups, non-profits, and both private and public entities. Their approach combines industry expertise with innovation, ensuring top-notch service delivery and proactive problem-solving. Their suite of services includes strategic planning, plan analysis, market research, renewal management, cost management, and compliance assistance. They also offer a dedicated team of employee benefits experts and NAHU certified benefits specialists. Their technological solutions include cloud-based enrollment, HR hotline, interactive HR apps, and a comprehensive online learning platform, all designed to support the effective implementation and management of employee benefits programs. Among their notable clientele is Flintridge Preparatory School in the educational services industry, based in California, with over 100 participants. Their expertise spans across various industries, with a strong focus on educational services, demonstrating their ability to cater to specific industry needs effectively.
BALBOA PACIFIC INSURANCE SERVICES - LOS ANGELES, CA
BALBOA PACIFIC INSURANCE SERVICES - LOS ANGELES, CA
Newport Beach, California
Balboa Pacific Insurance Services is a highly regarded insurance broker that specializes in serving clients of large employers. With a strong emphasis on customer service and expertise, they have garnered exceptional reviews from satisfied clients. Located in Newport Beach, California, Balboa Pacific Insurance Services caters to a diverse range of industries, including nondepository credit intermediation. They have established themselves as a trusted partner for businesses in California, exemplified by their successful collaboration with Commerce Home Mortgage, a prominent employer in the nondepository credit intermediation sector. One notable achievement of Balboa Pacific Insurance Services at their Newport Beach office is their collaboration with Commerce Home Mortgage. With 290 employees, Commerce Home Mortgage required a comprehensive insurance plan tailored to their unique needs. Balboa Pacific Insurance Services worked closely with the company's HR and finance teams to develop a specialized package that encompassed a Health Maintenance Organization (HMO) plan, Preferred Provider Organization (PPO) plan, Pharmacy Benefit Manager (PBM), and prescription drug plan. This dedicated approach ensured that Commerce Home Mortgage's employees received the optimal coverage and benefits they required. Balboa Pacific Insurance Services demonstrates extensive expertise within the nondepository credit intermediation industry and offers a wide array of insurance services to meet the diverse needs of their clients. Whether it's designing tailored insurance plans, providing top-notch customer support, or leveraging their in-depth knowledge of the industry, Balboa Pacific Insurance Services is committed to delivering exceptional solutions that safeguard their clients' interests
C3 RISK & INSURANCE SERVICES - SAN DIEGO, CA
C3 RISK & INSURANCE SERVICES - SAN DIEGO, CA
San Diego, California
At C3, we're shaking up the insurance industry by redefining the privately held insurance brokerage firm. Founded in 2017, C3 is locally owned and headquartered in San Diego. With decades of experience under our belt, we take a fresh approach to managing risk for companies of all sizes. Our unique business model and dedication to employees and clients has propelled us to become one of the fastest-growing insurance firms in the country. We believe insurance can be a colorful, collaborative experience. We include our clients in the process and offer unique services beyond insurance. Innovation is in our DNA and we're unapologetically positioning ourselves as industry disruptors. We're ambitious, fresh and fun. We're different and we like it that way. Mission: We bring color and a fresh perspective. Vision: To create peace of mind. 3 C’s Creative – we think differently Collaborative – we are in this together Care – we care about people
ROGERSGRAY - SAN JOSE, CA
ROGERSGRAY - SAN JOSE, CA
San Jose, California
Rogers Benefit Group is a specialty marketing organization with a long history of developing niche markets. Our predecessor organizations date back in the late 1940’s when RBG’s founder, Pat Rogers, decided to enter the small employer group insurance business. Being an agent himself, he also knew that agents were going to need a marketing organization to help them bring specialized knowledge and service to their clients in the increasingly complex area of health benefits. Our first insurance carrier relationship began with Principal Financial Group. This relationship thrives today. Regionally, we enjoy strategic relationships with Aetna, certain Blue Cross and Blue Shield plans, HealthNet, United Health Care, Humana, and Assurant Health. Today Rogers Benefit Group helps agents service more than 40,000 groups who pay more than $2.5 billion in annual premium. Rogers Benefit Group is committed to fast, accurate response to an agent or employer when addressing their group insurance needs. It is from our Midwest roots that one can expect a no-nonsense, straightforward, competent approach to groups of any size. Our Geography We are currently located in over 30 states with 40 offices. This geographic spread lends itself well to the opportunity of assisting agents with groups having multiple locations. It also makes us the oldest and largest General Agent in the United States as measured by locations and, more importantly, premium in force. What’s Really Important Agents tell us that our greatest value is in the quoting and underwriting processes. Our mission is to help agents get business, get groups rated correctly, get them enrolled efficiently and accurately, and to help reduce their efforts in underwriting. We do this by close individual contact with the agent and employer while minimizing unknowns in these steps. Our specialized knowledge of the quoting, enrollment, and underwriting maze brings unique value to all parties involved.
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WALTER R REINHARDT INSURANCE AGCY - FRESNO, CA
WALTER R REINHARDT INSURANCE AGCY - FRESNO, CA
Fresno, California
NIXON INSURANCE AGENCY & BROKERAGE - SAN FRANCISCO, CA
NIXON INSURANCE AGENCY & BROKERAGE - SAN FRANCISCO, CA
Pleasant Hill, California
Nixon Insurance Agency & Brokerage, nestled in the heart of San Francisco, prides itself on personalized service and comprehensive solutions tailored to meet the unique needs of businesses like SONIC MANUFACTURING TECHNOLOGIES. With a dedicated team of experts, they navigate the complex landscape of employee benefits with finesse, offering guidance on health insurance, retirement plans, and beyond. Their approach goes beyond mere transactions, focusing on building lasting relationships rooted in trust and reliability. By understanding the intricacies of the industry and staying ahead of the curve, Nixon Insurance Agency & Brokerage ensures that clients receive top-notch assistance every step of the way. With them, businesses can rest assured that their employees' well-being is in capable hands.
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