Advisors near Lancaster, California
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Showing 1 - 12 of 36 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 ®
BENASSIST HEALTH INSURANCE - LOS ANGELES, CA
Pasadena, California
BenAssist Health Insurance Services, LLC operates as a standalone office based in Pasadena, California. Its work centers on healthcare and social services employers as well as retail services organizations, generally at the mid-sized level. The office places medical coverage on both self-funded and HMO bases, along with prescription drug, ancillary lines, retirement plans and Mega Wrap arrangements. Example carriers include Aetna, Anthem BCBS and Kaiser Permanente.
ALLIANT INSURANCE SERVICES - LOS ANGELES, CA
Pasadena, California
Alliant Insurance Services - Los Angeles, CA operates from Pasadena, California, as part of Alliant Insurance Services. The office works with small, mid-sized and large employers across professional business services, manufacturing, healthcare and social services, financial activities and retail services.
Its placements span self-funded arrangements and medical coverage delivered through PPO and HMO plans, along with prescription drug, ancillary lines and retirement plans. The office also handles mega wrap, collectively bargained and MEWA arrangements. Employer clients including Centurion American Development G and Silvertip Completion Services are well rated by their employees for benefits. Example carriers include CIGNA, UnitedHealthcare and Elevance.
MERCER - LOS ANGELES, CA
Los Angeles, California
Mercer's Los Angeles, California office is part of the Mercer brokerage firm. Its employer clients span professional business services, manufacturing, financial activities, retail services, and healthcare and social services, and range from small employers through mid-sized and large organizations.
The office places self-funded arrangements alongside fully insured medical coverage, including PPO and HMO plans, prescription drug programs and ancillary lines. It also works on retirement plans, mega wrap arrangements and benefits for collectively bargained groups. Clients including Recursion Pharmaceuticals Inc. and Genuine McCarthy Enterprises are well rated by their employees for benefits.
Example carriers used by the office include CIGNA, Aetna and Kaiser Permanente.
BRIO BENEFIT CONSULTING - LOS ANGELES, CA
Los Angeles, California
At Brio we know that your employees are your company’s most valuable asset - now more than ever! When you partner with Brio you can be comfortable that you’re at the cutting edge of healthcare benefits innovation, ensuring your company’s employees access to the highest quality healthcare and benefits, while delivering enormous value to your business. Our client loyalty underscores our success and is a testament to the consistent excellent customer service that sets Brio apart.
This legendary service has garnered them an M Score 5 rating. They have provided quality services at fair prices and have been able to work with their clients to reach their goals when it comes to employee benefits coverage in the New York Metro Area and beyond. Brio Benefit Consulting is a top-ranked employee benefit consulting firm offering a wide range of services across industries for companies of all sizes. Brio's team consists of experts in healthcare, retirement, and compliance.
KNIGHT INSURANCE SERVICES - LOS ANGELES, CA
La Cañada Flintridge, California
Knight Insurance Services - Los Angeles, CA is a standalone employee benefits brokerage office based in La Canada Flintridge, California. It works with small and mid-sized employers, with experience concentrated in healthcare and social services, manufacturing and wholesale trade.
The office places fully insured medical coverage through PPO and HMO arrangements, along with prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements. Example carriers include Kaiser Permanente, Anthem BCBS and Guardian Life.
LOCKTON - LOS ANGELES, CA
Los Angeles, California
The Los Angeles, California office of Lockton operates as part of the Lockton organization, serving employer clients across professional business services, manufacturing, healthcare and social services, data, media and telecom, and retail services. Its work spans small, mid-sized and large employers.
The office places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. It also works with mega wrap and MEWA arrangements as well as collectively bargained plans.
Employer clients including Domaille Engineering, LLC and SRG Operating, Inc. are well rated by their employees for benefits. Example carriers placed through the office include CIGNA, UnitedHealthcare and Elevance.
PIASC INSURANCE SERVICES, INC. - LOS ANGELES, CA
Los Angeles, California
PIASC Insurance Services, Inc. operates as a standalone office in Los Angeles, California. Its work centers on religious and non-profit organizations, serving large employers. The office places fully insured medical coverage, including HMO plans, along with ancillary lines and MEWA arrangements. Example carriers include Kaiser Permanente, Humana and Western Dental.
IMA - LOS ANGELES, CA
Pasadena, California
IMA - LOS ANGELES, CA is an office of IMA located in Pasadena, California. Its employer clients span manufacturing, professional business services, healthcare and social services, educational services, and religious and non-profit organizations, and range from small and mid-sized employers to large ones.
The office places self-funded arrangements alongside medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Its work also includes mega wrap arrangements and collectively bargained plans.
Clients including INK SYSTEMS, INC. and QUICK CRETE PRODUCTS CORP. are well rated by their employees for benefits. Example carriers include Elevance, California Physicians Service and Kaiser Permanente.
MARSH MCLENNAN AGENCY - LOS ANGELES, CA
Los Angeles, California
The Los Angeles, California office of Marsh McLennan Agency operates as part of the broader Marsh McLennan Agency organization, serving employer clients across professional business services, manufacturing, healthcare and social services, data, media and telecom, and the religious and non-profit sector. Its book spans small, mid-sized and large employers.
The office places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits and ancillary lines. It also works on retirement plans, mega wrap arrangements and collectively bargained benefits.
Employer clients including Acme Mechanical Contractors of Virginia, Inc. and the Association of Village Council Presidents are well rated by their employees for benefits. Example carriers placed by the office include CIGNA, UnitedHealthcare and Elevance, among others.
POMS - LOS ANGELES, CA
Woodland Hills, California
POMS - LOS ANGELES, CA is an employee benefits brokerage office located in Woodland Hills, California, operating as part of the POMS firm.
The office works with small and mid-sized employers across a range of industries, including healthcare and social services, manufacturing, retail services, administrative and support services, and professional business services. Its work spans self-funded arrangements and medical coverage placed through PPO and HMO structures, along with prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements.
Employer clients including SPOKEO, INC. and FP NUTRACEUTICALS, LLC are well rated by their employees for benefits. Example carriers placed by the office include Anthem BCBS, Cigna and Kaiser Permanente.
AON RISK SERVICES - LOS ANGELES, CA
Pasadena, California
Aon Risk Services - Los Angeles, CA is an employee benefits brokerage office based in Pasadena, California, operating as part of Aon Risk Services.
The office works with mid-sized and large employers across professional business services, healthcare and social services, manufacturing, arts and entertainment, and financial activities. Its placement work spans self-funded arrangements, medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans, and it also handles mega wrap and collectively bargained arrangements.
Employer clients including AECOM and Primary Medical Group of Ventura County, Inc. are well rated by their employees for benefits. Example carriers placed by the office include UnitedHealthcare, Elevance and Kaiser Permanente.
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