Advisors near California
Showing 1 - 12 of 160 results
Sort by
Relevancy
Distance
Alphabetical
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 ®
Small
Medium
Large
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.
Small
Medium
Large
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.
Small
Medium
Large
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.
Small
Medium
Large
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.
Small
Medium
Large
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.
Small
Medium
Large
TOM D ELLIS - SACRAMENTO, CA
TOM D ELLIS - SACRAMENTO, CA
El Dorado Hills, California
Nestled in the vibrant business landscape of Sacramento, CA, Tom D Ellis emerges as a distinguished insurance broker, specializing in crafting tailored benefit solutions for local and regional employers. With a focus on medical and ancillary benefits, this broker has honed its expertise to address the unique needs of diverse businesses in the area. Among Tom D Ellis's notable clientele is Community Solutions, a cornerstone in the individual and family services industry with over 270 participants. This collaboration underscores the broker's ability to navigate the intricacies of the healthcare landscape, providing comprehensive coverage for organizations dedicated to serving the community. As an integral part of a local brokerage firm, Tom D Ellis is deeply embedded in the fabric of Sacramento's business community. This affiliation ensures that clients benefit from a nuanced understanding of the local market, enabling the broker to offer insightful and personalized solutions. Tom D Ellis has a proven track record of successfully partnering with midsize employers, demonstrating a keen understanding of the challenges and opportunities unique to businesses of this scale. For employers seeking a seasoned and community-oriented insurance partner, Tom D Ellis stands as a reliable choice with a commitment to delivering tailored benefits that meet the distinct needs of Sacramento's dynamic workforce.
Small
Medium
Large
C3 RISK & INSURANCE SERVICES - SAN DIEGO, CA
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
Medium
Large
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.
Small
Medium
Large
ROGERSGRAY - SAN DIEGO, CA
ROGERSGRAY - SAN DIEGO, CA
ROGERSGRAY - SAN DIEGO, CA
San Diego, 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.
Small
Medium
Large
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
VAN BEURDEN INSURANCE SERVICES, INC. - FRESNO, CA
VAN BEURDEN INSURANCE SERVICES, INC. - FRESNO, CA
VAN BEURDEN INSURANCE SERVICES, INC. - FRESNO, CA
Kingsburg, California
We are an independent Insurance Broker that provides competitive solutions for your business, employees and your home and auto. We offer the Work Comp Navigator program that will drive down your Workers Compensation premium to the lowest amount allowable by law. We offer Health and Wellness solutions that are unique to our agency and will provide your business significant premium savings and increase employee health and morale. Our Home and Auto insurance professionals will competitively match your unique needs with the right insurance company, from the dozens of companies available to us.
Small
Medium
Large
ADVANCED ESTATE & INS. SERVICES INC - SAN FRANCISCO, CA
ADVANCED ESTATE & INS. SERVICES INC - SAN FRANCISCO, CA
ADVANCED ESTATE & INS. SERVICES INC - SAN FRANCISCO, CA
San Mateo, California
Advanced Estate & Insurance Services Inc., based in San Francisco, CA, presents a robust profile as an employee benefits brokerage firm. With a rich experience spanning over 35 years, this firm stands ready to offer comprehensive solutions for employer benefits plans. Their expertise encompasses a broad range of services, essential for businesses aiming to thrive in today's competitive landscape. Notably, they specialize in providing insurance and administrative know-how, tailored to meet the unique needs of each business they partner with. The firm's operations extend throughout the San Francisco Bay Area, where they have established strong partnerships with local and regional employers. Their focus on midsize employers is evident in their ability to handle a diverse range of insurance types, including medical, vision, and ancillary benefits. This adaptability is further highlighted in their work with top customers like Brightline in the ambulatory health care services industry, a testament to their capability in managing plans for organizations with 180+ participants. Advanced Estate & Insurance Services Inc.'s proficiency is not just limited to traditional insurance models. They also delve into modern healthcare plan options such as HMOs, PPOs, EPOs, POS, and HDHPs. This variety ensures that they can cater to the specific requirements of each employer, enhancing employee satisfaction and retention through well-structured benefit plans. In summary, this brokerage firm offers a comprehensive suite of services for businesses seeking to enhance their benefits packages. Their extensive experience, coupled with a keen understanding of both traditional and contemporary insurance models, positions them as a reliable partner for employers in the San Francisco Bay Area.
Medium
Browse Insurance Brokers by City
Agoura HillsAlhambraAliso ViejoAnaheimAnaheim HillsArcadiaAtascaderoAuburnBakersfieldBeaumontBell CanyonBeniciaBeverly HillsBonitaBothellBreaBrentwoodBurbankBurlingameCA 94574CalabasasCamarilloCampbellCapitolaCaptiolaCarlsbadCarmelCarmel-By-The-SeaCarpinteriaCarsonCerritosChicoCitrus HeightsClaremontCommerceConcordCoronaCosta MesaCovinaCulver CityCypressDanvilleDavisDiamond BarDixonDowneyDublinEl CajonEl Dorado HillsElk GroveEl SegundoEncinitasEncinoEscondidoFallbrookFolsomFoster CityFowlerFremontFresnoGarden GroveGilroyGlendaleGold RiverGranada HillsGranite BayGustineHacienda HeightsHanfordHaywardHighlandHollisterHuntingtn BchHuntington BeachImperial BeachIrvineJacksonKingsburgLa Cañada FlintridgeLadera RanchLafayetteLaguna BeachLaguna HillsLaguna NiguelLa JollaLake ForestLa MesaLancasterLarkspurLathropLodiLong BeachLoomisLos AltosLos AngelesLos GatosMammoth LakesManhattan BeachMarina Del ReyMcclellanMenlo ParkMercedMission HillsMission ViejoModestoMontebelloMontereyMoorparkMorgan HillMountain ViewMurrietaNapaNewarkNewport BeachNewport CoastNipomoNorcoOaklandOceansideOjaiOntarioOrangeOxnardPalm SpringsPalo AltoPalos VerdesPasadenaPaso RoblesPetalumaPilot HillPismo BeachPlaya Del ReyPleasant HillPleasantonPowayRacho CordovaRancho CordovaRancho CucamongaRancho Palos VerdesReddingRedlandsRedondo BeachRedwood CityRedwood ShoresReedleyRiversideRocklinRolling Hills EstatesRosemeadRosevilleSacramentoSaint HelenaSalinasSan BernardinoSan CarlosSan ClementeSan DiegoSan DimasSan FranciscoSan FransicoSan GabrielSan JoseSan JuanSan Juan CapistranoSan Luis ObispoSan MarcosSan MateoSan RafaelSan RamonSanta AnaSanta BarbaraSanta ClaraSanta ClaritaSanta CruzSanta MonicaSanta RosaSanteeSherman OaksSierra MadreSimi ValleySolana BeachSonomaSouth PasadenaStocktonTarzanaTehachapiTempletonThousand OaksTorranceTurlockTustinUplandValenciaVan NuysVenturaVictorvilleVisaliaVistaWalnut CreekWatsonvilleWest HollywoodWestlake VillageWoodlandWoodland HillsWoodlandsYobra LindaYuba City