Advisors near Moorpark, California
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Showing 1 - 12 of 138 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 ®
REDAC ADVANTAGE - LOS ANGELES, CA
Torrance, California
REDAC Advantage - Los Angeles, CA is a standalone employee benefits brokerage office based in Torrance, California. Its work centers on employer clients in real estate, rentals and leasing, primarily mid-sized employers, for whom it places medical coverage, ancillary lines and retirement plans. Example carriers include Nippon Life and Reliance Standard Life.
BENEFITSCAFE.COM - LOS ANGELES, CA
Montebello, California
BenefitsCafe.com's Los Angeles office, based in Montebello, California, operates as part of the BenefitsCafe.com organization. The office works with employer clients in financial activities, healthcare and social services, and manufacturing, spanning small, mid-sized and large employers.
Its work centers on fully insured arrangements, including medical coverage, PPO plans and prescription drug benefits, along with ancillary lines, retirement plans and MEWA arrangements. Clients including Foothill Cardiology Medical Group, Inc. are well rated by their employees for benefits. Example carriers placed by the office include UnitedHealthcare, Aetna and Cigna.
GUTTMAN FINANCIAL PLANNING, INC. - LOS ANGELES, CA
Los Angeles, California
Guttman Financial Planning, Inc. is a standalone employee benefits brokerage office based in Los Angeles, California. Its work centers on professional business services employers of mid-size, where it places fully insured medical coverage including PPO and HMO plan designs along with prescription drug benefits. Example carriers include Anthem BCBS.
K-KICS - LOS ANGELES, CA
Burbank, California
K-KICS - LOS ANGELES, CA is a standalone employee benefits brokerage office based in Burbank, California. It works with small and mid-sized employers, with industry experience concentrated in financial activities and manufacturing. The office places self-funded arrangements and medical coverage, along with ancillary lines and retirement plans. Example carriers include Companion Life Insurance Company, Guardian Life and Vision Service Plan.
HRIS INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
HRIS Insurance Services' Los Angeles office, located in Torrance, California, operates as part of HRIS Insurance Services. The office works with mid-sized employers, with experience in retail services, and places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Employer clients including Sunrise Movement Education Fund and Tower Energy Group are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Cigna and Kaiser Permanente.
UIP INSURANCE SERVICES - LOS ANGELES, CA
Pasadena, California
UIP Insurance Services - Los Angeles, CA is a standalone employee benefits brokerage office based in Pasadena, California. Its work centers on educational services and manufacturing employers, primarily mid-sized and large organizations, including groups with collectively bargained arrangements. The office places self-funded and medical coverage along with HMO plans, ancillary lines and retirement plans.
Among its employer clients, Newell Coach Corporation is well rated by its employees for benefits. Example carriers include MetLife, SafeGuard Health Plans Inc and California Valued Trust.
CREATIVA ASSOCIATES - LOS ANGELES, CA
Valencia, California
Creativa Associates - Los Angeles, CA is an office of Creativa Associates based in Valencia, California. Its work concentrates on manufacturing and educational services employers, primarily mid-sized and large organizations, including groups with collectively bargained benefits. The office places self-funded arrangements, medical and prescription drug coverage, ancillary lines and retirement plans.
Employer clients including The Board of Trustees of the Leland Stanford Junior University and Marathon Petroleum Company LP are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Aetna and Cigna.
GALLAGHER - LOS ANGELES, CA
Irvine, California
Gallagher - Los Angeles, CA is an employee benefits brokerage office located in Irvine, California, operating as part of the Gallagher organization.
The office works with small, mid-sized and large employers, with industry experience concentrated in healthcare and social services, manufacturing, professional business services, educational services and financial activities. Its work spans self-funded arrangements and medical coverage placed through PPO and HMO structures, along with prescription drug benefits, ancillary lines and retirement plans. The office also handles mega wrap arrangements, collectively bargained plans and MEWA structures.
Employer clients including RP Holdings Inc and Pacific Haven Subacute and Healthcare Center are well rated by their employees for benefits. Example carriers include Elevance, Kaiser Permanente and Cigna, among others placed by the office.
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.
MANIACI INSURANCE SERVICES INC - LOS ANGELES, CA
Palos Verdes, California
Maniaci Insurance Services Inc's Los Angeles office, located in Palos Verdes, California, operates as part of Maniaci Insurance Services Inc. The office works with mid-sized employers, with experience in retail services, and places fully insured medical coverage through PPO and HMO arrangements along with prescription drug benefits and retirement plans.
Among its employer clients, Hylkema Roofing Company, Inc. is well rated by its employees for benefits. Example carriers include Health Net of Washington, CaliforniaChoice and Kaiser Permanente.
BENCHMARK BENEFITS & INS SVCS., INC - LOS ANGELES, CA
Encino, California
Benchmark Benefits Home Redux - Los Angeles, CA is an Encino, California office of Benchmark Benefits Home Redux. Its work centers on mid-sized employers in arts and entertainment, manufacturing and retail services.
The office places fully insured medical coverage, including PPO and HMO arrangements, along with prescription drug benefits, ancillary lines and retirement plans, and its book includes employers whose staff rate their benefits highly. Example carriers include Aetna, Anthem BCBS and Cigna.
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