Advisors near Manhattan Beach, California
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QSR INSURANCE AGENCY - LOS ANGELES, CA
QSR INSURANCE AGENCY - LOS ANGELES, CA
Tarzana, California
QSR Insurance Agency's Los Angeles, CA office stands as a prominent hub within the expansive network of this well-established brokerage firm. Boasting a considerable size, the office is a dynamic force in the insurance landscape, particularly excelling in serving local and regional employers with a specialized focus on medical and ancillary benefits. With a proven track record, QSR Insurance Agency in Los Angeles has cultivated expertise in catering to the diverse needs of midsize employers, showcasing a nuanced understanding of the challenges and intricacies unique to this market segment. Their proficiency extends to the communications equipment manufacturing industry, where they have earned acclaim for their adept handling of clients like Silvus Technologies, a leading player with 90+ participants, and Zoic Studios, a notable presence in professional, scientific, and technical services, boasting a workforce of 150+ participants. As part of a local brokerage firm, the office seamlessly integrates into the community, leveraging local insights to offer tailored solutions. With a client-centric approach, QSR Insurance Agency stands out for its commitment to delivering comprehensive coverage and strategic benefits solutions, making them a compelling choice for employers seeking a reliable partner in navigating the complex landscape of insurance.
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PANORAMA INSURANCE ASSOCIATES - LOS ANGELES, CA
PANORAMA INSURANCE ASSOCIATES - LOS ANGELES, CA
Omaha, California
Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.
CORPORATE BENEFIT SOLUTIONS - LOS ANGELES, CA
CORPORATE BENEFIT SOLUTIONS - LOS ANGELES, CA
Costa Mesa, California
Founded in 1991, Corporate Benefit Marketing is a full service employee benefits consulting firm and has gained the reputation as an industry leader. With offices located in Agoura Hills, Valencia, and Newport Beach, CA, the CBM team combines local presence with national reach. Licensed in multiple states, our consultants have over a century of professional employee benefits experience. CBM specializes in the design, implementation, and administration of customized group benefit programs. We are committed to deliver excellent service and unsurpassed integrity while providing sound solutions that balance cost containment and common sense.
FM FINANCIAL SERVICES - OXNARD, CA
FM FINANCIAL SERVICES - OXNARD, CA
Simi Valley, California
FM Financial is a boutique corporate benefits consulting firm in Old Town Pasadena, predominantly focused on Private Equity owned businesses. Since 1960, the Company has successfully worked side-by-side with client leadership to build strategies for managing health care and overall benefit costs. We work directly with HR departments and executive teams in companies across the country to help design, price, and administer benefit plans, retirement plans, and other HR-related products. We approach each client engagement uniquely and with a strong emphasis on service. Our goal is to empower our clients, assist with efforts for EBITDA improvement, and help strategically align benefit plans and costs with overall organizational goals. Our services in Health and Welfare Plans, Retirement Plans, and Human Resources Support are based on years of experience, creative thinking, and remaining accountable to measurable results. ​Our goal is to aid in the creative design of benefit programs specific to each company's values and circumstances. Ultimately, we want our clients and their employees to value their benefits and see them as an integral part of their compensation package. In an industry heavy-laden with fine print, we diligently aim to reduce employer and employee liability and fees through comprehensive contractual analysis and provision negotiation. At FM we hold ourselves to a high standard of individualized analysis and consulting advice. It is our goal to create a service environment in which clients and their employees consider FM an integral and contributing part of their organization. © 2018 by FM Financial Services, Inc. Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Kestra IS and FM Financial Services are not affiliated companies.
BENEFITS PLANNING SERVICE - LOS ANGELES, CA
BENEFITS PLANNING SERVICE - LOS ANGELES, CA
Newport Beach, California
Benefits Planning Service is a full-service employee benefits consulting/brokerage firm, with over 30 years of experience in both fully-insured and self-funded employee benefits. Our clients include companies varying in size from a few employees to several thousand, and from a diverse mix of industries. We are dedicated to developing strong working relationships with our clients, by providing the highest levels of service and benefits planning. Our success is due to our experience & knowledge base, as well as the utilization of the “T.E.A.M.” approach with each client: BPS Takes the TEAM approach to employee benefits, benefits consulting, benefits planning Timely presentation of relevant benefit program information necessary for effective management decision making. Expertise in employee benefits & compensation. Accurate analysis of each client’s existing benefits program versus the competitive market. Mutual responsibility for the performance of each client’s benefit program through affordable risk management. Benefits Planning Service is an employee benefits consulting/brokerage firm dedicated to helping all of our clients evaluate, develop, and maintain competitive, cost-effective employee benefit plans. Whether your company is small or large, growing or downsizing, we can help. Here are the main steps we take to accomplish our mission: We develop strong working relationships with our clients. We provide the highest levels of service and expertise in benefit planning and design. We become an integral trusted addition to each client’s management T.E.A.M. Benefits Planning Service was formed in 1982 – a partnership between an insurance brokerage firm and a human resource consulting firm.
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.
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.
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