Advisors near California
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ACRISURE - SAN DIEGO, CA
ACRISURE - SAN DIEGO, CA
ACRISURE - SAN DIEGO, CA
San Diego, California
With decades of experience supporting businesses, families, and clients of all sizes throughout the West and across the country, our team combines the expertise of prominent agencies who provide services in industries including technology, manufacturing, construction, real estate, cannabis, social services, and risk management compliance. Together, we serve clients as trusted advisors to protect their employees, assets, manage costs, mitigate risk, and achieve financial security. Designing creative and unique insurance and employee benefit solutions to create the greatest value for our clients is the mission that we dedicate ourselves to every day. Because of this relentless drive we are one of the largest insurance agencies on the West Coast and have partnered with some of the most dynamic companies on the most crucial aspects of business risk management and employee benefits.
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ACRISURE - ALISO VIEJO, CA
ACRISURE - ALISO VIEJO, CA
Aliso Viejo, California
With decades of experience supporting businesses, families, and clients of all sizes throughout the West and across the country, our team combines the expertise of prominent agencies who provide services in industries including technology, manufacturing, construction, real estate, cannabis, social services, and risk management compliance. Together, we serve clients as trusted advisors to protect their employees, assets, manage costs, mitigate risk, and achieve financial security. Designing creative and unique insurance and employee benefit solutions to create the greatest value for our clients is the mission that we dedicate ourselves to every day. Because of this relentless drive we are one of the largest insurance agencies on the West Coast and have partnered with some of the most dynamic companies on the most crucial aspects of business risk management and employee benefits.
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HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
Walnut Creek, California
Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, Heffernan gives back 22% of profit to charity. Being 100% employee-owned, we get to know you and your business because you’re different. With Heffernan Insurance Brokers, you can access your entire Employee Benefits Program, contacts, services and questions in one beautiful healthcare app! See reviews and co-pay costs, book appointments, track expenses, telehealth visits, deductible tracking and so much more! What makes us different: Employee centric service approach. Compliance and ERISA. Customized alternative funding options. Free BenAdmin System. Full vetting service for all HR needs. Annual reporting services. Fiduciary financial service team. Over 750 carrier partners for Work Comp and General Liability. True one stop servicing.
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CHARTON FINANCIAL GROUP - MOORPARK, CA
CHARTON FINANCIAL GROUP - MOORPARK, CA
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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ACRISURE - SACRAMENTO, CA
ACRISURE - SACRAMENTO, CA
ACRISURE - SACRAMENTO, CA
Sacramento, California
With decades of experience supporting businesses, families, and clients of all sizes throughout the West and across the country, our team combines the expertise of prominent agencies who provide services in industries including technology, manufacturing, construction, real estate, cannabis, social services, and risk management compliance. Together, we serve clients as trusted advisors to protect their employees, assets, manage costs, mitigate risk, and achieve financial security. Designing creative and unique insurance and employee benefit solutions to create the greatest value for our clients is the mission that we dedicate ourselves to every day. Because of this relentless drive we are one of the largest insurance agencies on the West Coast and have partnered with some of the most dynamic companies on the most crucial aspects of business risk management and employee benefits.
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LEAVITT GROUP - SAN JOSE, CA
LEAVITT GROUP - SAN JOSE, CA
LEAVITT GROUP - SAN JOSE, CA
San Jose, California
Leavitt Group is a national insurance brokerage firm with offices across the nation, with Leavitt Pacific Insurance Brokers in the San Jose/Bay Area region. Leavitt Group is one of the top 15 largest insurance brokerage firms in the US, providing employee benefits, voluntary products, HR support services, wellness services, compliance, and other consulting services including Property/Casualty insurance. Leavitt Pacific has an M Score of 5, which is the highest M Score possible based on wide experience with business clients and positive customer feedback. Over 49,700 employers in the San Jose-Sunnyvale-Santa Clara Metro Area are providing group health insurance and employee benefits to their employees. Leavitt Pacific is a trusted advisor. With the ability to provide expertise in a wide range of industries, their team of experts can create a personalized benefit package that is tailored to meet your organization's needs.
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INTOBENEFITS INC - SAN JOSE, CA
INTOBENEFITS INC - SAN JOSE, CA
INTOBENEFITS INC - SAN JOSE, CA
San Jose, California
At IntoBenefits, Inc, we do more than placing your insurance coverage—we’re committed to providing you with the best services and resources to support your business. We have a suite of solutions to provide additional value for our clients: From compliance to communication, let us provide a full spectrum of solutions for you and your company. We understand the challenges today’s employers face and know you’re asked to take on more than ever. Expect more from a broker- expect our full spectrum of solutions. Get all services plus the guidance to navigate the complexities of insurance from a partner you can trust.
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B&B PREMIER INSURANCE SOLUTIONS, INC. - LOS ANGELES, CA
B&B PREMIER INSURANCE SOLUTIONS, INC. - LOS ANGELES, CA
B&B PREMIER INSURANCE SOLUTIONS, INC. - LOS ANGELES, CA
Calabasas, California
B&B Premier Insurance Solutions, Inc., located in Los Angeles, CA, stands out as a notable local brokerage firm, particularly adept at handling the unique needs of both small and larger regional employers. Their expertise is not limited to a single industry; rather, they exhibit a broad spectrum of proficiency, especially notable in sectors such as hospitals, advertising, public relations, and traveler accommodation. One of the hallmarks of this Los Angeles office is its experience with self-funded clients, showcasing their ability to provide tailored solutions that align with specific business requirements. This adaptability is further evidenced by their impressive portfolio of top customers. For instance, they service Encina/Pepper Tree Joint Venture, a prominent player in the traveler accommodation industry in California, catering to the needs of over 80 participants. Another key client is Ridgecrest Regional Hospital, a major entity in the hospitals industry, where B&B Premier manages benefits for over 740 participants. Additionally, their expertise extends to the agricultural sector, as demonstrated by their work with Ventura Pacific Company in support activities for crop production, assisting more than 130 participants. The office's capacity to handle such a diverse range of industries and client sizes, from small businesses to large entities, underscores their comprehensive understanding of different market dynamics and client needs. This expertise positions them as a strong candidate for any employer seeking a reliable and versatile insurance broker in the Los Angeles area. Their larger office size further indicates their capability to manage extensive client portfolios while maintaining personalized attention to each client's specific needs.
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COMMERCIAL GLOBAL INSURANCE SVC OF CA - LOS ANGELES, CA
COMMERCIAL GLOBAL INSURANCE SVC OF CA - LOS ANGELES, CA
Irvine, California
Commercial Global Insurance Services of California, located in the heart of Los Angeles, has carved out a niche in the insurance brokerage industry with its specialized focus on local and regional employers. Renowned for their expertise in medical and ancillary benefits, this office is a key player in the vibrant Los Angeles business community. As a local brokerage firm, Commercial Global Insurance Svc Of Ca understands the unique needs and challenges faced by businesses in the region. This understanding is evident in their tailored approach to managing the benefits portfolios of their clients, particularly small employers. They have demonstrated remarkable skill in crafting insurance solutions that are both comprehensive and cost-effective, making them a trusted partner for businesses with a more modest workforce. One of the standout aspects of this brokerage is their deep expertise in the oil and gas extraction industry. They have successfully managed the benefits for notable clients like Signal Hill Petroleum, a major player in the California oil and gas sector. With over 90 participants in their benefits plan, Signal Hill Petroleum's partnership with Commercial Global Insurance Svc Of Ca showcases the broker's capability to handle complex insurance needs in this specialized industry. In summary, Commercial Global Insurance Svc Of Ca's Los Angeles office offers a blend of local insight, industry-specific expertise, and a commitment to small business needs, making them an ideal choice for employers looking to navigate the complexities of employee benefits in today's competitive landscape.
THE CENTENNIAL GROUP - LOS ANGELES, CA
THE CENTENNIAL GROUP - LOS ANGELES, CA
THE CENTENNIAL GROUP - LOS ANGELES, CA
Newport Beach, California
The Centennial Group, a renowned national insurance consultant, operates out of their Newport Beach office in California. They have built a stellar reputation for delivering exceptional customer service and expertise, garnering high praise from their clients. The Centennial Group serves a wide range of clients across California, Kansas, Nevada, Florida, and Hawaii. A standout example of their work at this location is their partnership with Alexander Andrew Inc, a prominent employer in the apparel manufacturing industry. Collaborating closely with the HR and finance team, The Centennial Group successfully established a self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan tailored to the specific needs of their 70 members. This showcases their ability to design comprehensive and customized insurance solutions. The Centennial Group's client portfolio at the Newport Beach office includes notable employers such as Altres Global Business Services Inc, InvestCloud, Inc., Links Healthcare Group Llc, and S1l. This demonstrates their capability to serve businesses of all sizes, from large corporations to midsize and small employers. With an exceptional M Score, The Centennial Group stands out in the industry due to their extensive experience and expertise across various client sizes, industries, and insurance products. They possess strong knowledge in computer systems design and related services, services (except public administration), as well as nondepository credit intermediation. Having established a track record of working with self-funded employers, HMOs, PPOs, and specialized pharmacy providers, The Centennial Group possesses the necessary expertise to meet the unique needs of their clients. Businesses seeking top-notch insurance consulting services, tailored plans, and exemplary customer support will find The Centennial Group to be a trusted and reliable partner.
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XL BENEFIT INSURANCE SERVICES - SACRAMENTO, CA
XL BENEFIT INSURANCE SERVICES - SACRAMENTO, CA
XL BENEFIT INSURANCE SERVICES - SACRAMENTO, CA
Elk Grove, California
XL Benefit Insurance Services offers a full service stop loss and self funded solution for brokers and third party administrators (TPAs). Many brokers and TPAs are busy with their core business and do not have the time or the expertise to focus on medical stop loss. XL Benefits simplifies the process by providing outsourced stop loss marketing, contract negotiation, streamlined disclosure, policy issuance, and claim assistance for your client's stop loss needs. Whether behind the scenes or on the front line, XL Benefits is ready to help bring the best possible stop loss solution to your clients both in terms of price and contract provisions.
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BENELY INSURANCE SERVICES - LOS ANGELES, CA
BENELY INSURANCE SERVICES - LOS ANGELES, CA
Irvine, California
Benely is a recognized leading provider of employee benefits and HR solutions to companies across the US. Benely takes a strategic long-term approach to benefit management. We know that benefits usually encompass your largest reoccurring cost outside of payroll, you should have the right benefits team to help guide you along the way and implement benefits programs that give you the best bang for your buck. Whether your company has 10 or 10,000 employees, we will design a benefits solution that fits the goals and objectives of your business. Additionally, we know it is more than just insurance that it's important to your company.
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