Advisors near California
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TERRI YUREK INSURANCE - SAN DIEGO, CA
TERRI YUREK INSURANCE - SAN DIEGO, CA
San Diego, California
Terri Yurek Insurance, a respected local insurance broker headquartered in San Diego, California, is dedicated to serving midsize employers across various industries. With a stellar reputation for exceptional customer service and expertise, they have earned high ratings from their satisfied clients. Their office in San Diego has successfully collaborated with Integrits Corporation, an esteemed employer in the architectural, engineering, and related services industry. Terri Yurek Insurance worked closely with Integrits Corporation's HR and finance team to establish a Health Maintenance Organization (HMO) plan. This plan was meticulously designed to address the unique needs of their 160-member workforce, ensuring comprehensive coverage and member satisfaction. Terri Yurek Insurance possesses a wealth of knowledge and expertise in the architectural, engineering, and related services industries. This specialized understanding enables them to provide tailored insurance solutions that effectively address the specific requirements of businesses operating in these fields. While their primary focus is in San Diego, California, this branch of Terri Yurek Insurance extends their services to clients across North Carolina, broadening their reach to offer their expertise in different regions. The San Diego office of Terri Yurek Insurance proudly serves a diverse range of employer clients, including Integrits Corporation. Their commitment to providing exceptional customer service and their deep industry knowledge have solidified their position as a trusted insurance partner in the region. Through their dedication to client satisfaction, expertise in the architectural, engineering, and related services industries, and their ability to deliver tailored insurance solutions, Terri Yurek Insurance continues to be a preferred choice for midsize employers in San Diego, California, and throughout North Carolina.
BALBOA PACIFIC INSURANCE SERVICES - LOS ANGELES, CA
BALBOA PACIFIC INSURANCE SERVICES - LOS ANGELES, CA
Newport Beach, California
Balboa Pacific Insurance Services is a highly regarded insurance broker that specializes in serving clients of large employers. With a strong emphasis on customer service and expertise, they have garnered exceptional reviews from satisfied clients. Located in Newport Beach, California, Balboa Pacific Insurance Services caters to a diverse range of industries, including nondepository credit intermediation. They have established themselves as a trusted partner for businesses in California, exemplified by their successful collaboration with Commerce Home Mortgage, a prominent employer in the nondepository credit intermediation sector. One notable achievement of Balboa Pacific Insurance Services at their Newport Beach office is their collaboration with Commerce Home Mortgage. With 290 employees, Commerce Home Mortgage required a comprehensive insurance plan tailored to their unique needs. Balboa Pacific Insurance Services worked closely with the company's HR and finance teams to develop a specialized package that encompassed a Health Maintenance Organization (HMO) plan, Preferred Provider Organization (PPO) plan, Pharmacy Benefit Manager (PBM), and prescription drug plan. This dedicated approach ensured that Commerce Home Mortgage's employees received the optimal coverage and benefits they required. Balboa Pacific Insurance Services demonstrates extensive expertise within the nondepository credit intermediation industry and offers a wide array of insurance services to meet the diverse needs of their clients. Whether it's designing tailored insurance plans, providing top-notch customer support, or leveraging their in-depth knowledge of the industry, Balboa Pacific Insurance Services is committed to delivering exceptional solutions that safeguard their clients' interests
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
ROGERSGRAY - SAN JOSE, CA
ROGERSGRAY - SAN JOSE, CA
San Jose, 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.
WALTER R REINHARDT INSURANCE AGCY - FRESNO, CA
WALTER R REINHARDT INSURANCE AGCY - FRESNO, CA
Fresno, California
WOODRUFF SAWYER - SACRAMENTO, CA
WOODRUFF SAWYER - SACRAMENTO, CA
Sacramento, California
As one of the largest insurance brokerage and consulting firms in the US, Woodruff Sawyer protects the people and assets of more than 4,000 companies. We provide expert counsel and fierce advocacy to protect clients against their most critical risks in property & casualty, management liability, cyber liability, employee benefits, and personal wealth management. We provide expertise and customized solutions where clients need it, with headquarters in San Francisco, offices throughout the US, and global reach on six continents.
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
Valencia, California
LBW is an independent, family owned, agency based in Northern Los Angeles County. We pride ourselves on the value we bring to our clients. As a team of experienced professionals, we don't just write policies. We craft individual insurance and financial strategies to match the unique needs and goals of each company we serve. CA Insurance License # 0785905 Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors. LBW, PFG Advisors, and Securities America are separate entities.
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INVENSURE INSURANCE BROKERS, INC. - LOS ANGELES, CA
INVENSURE INSURANCE BROKERS, INC. - LOS ANGELES, CA
Irvine, California
Invensure Insurance Brokers, Inc. is a highly reputable insurance broker with a strong presence in multiple states across the United States. With their office located in Newport Beach, California, they cater to clients throughout Texas, California, Tennessee, Hawaii, Utah, Maryland, and Oregon. Renowned for their exceptional customer service and expertise, Invensure Insurance Brokers, Inc. has received stellar reviews from satisfied clients. One outstanding example of their exceptional work can be seen through their partnership with Advanced Payroll Solutions Inc., a prominent employer in the real estate industry with 410 members. Invensure Insurance Brokers, Inc. collaborated closely with their HR and finance team to establish a tailored self-funding arrangement, an HMO plan, a pharmacy benefit management (PBM) system, and a drug plan specifically designed to address the unique needs of the members. Invensure Insurance Brokers, Inc. serves a diverse client base, ranging from large corporations to small businesses, showcasing their wide-ranging experience and expertise across different industries. Notably, they have established themselves as leaders in nonmetallic mineral mining and quarrying, as well as activities related to the real estate sector. Their proficiency in working with HMOs and other specific pharmacy providers is a testament to their commitment to ensuring optimal coverage for their clients. With a comprehensive understanding of the insurance landscape, Invensure Insurance Brokers, Inc. leverages their extensive knowledge to provide tailored solutions that best meet their clients' needs. Employer clients such as Advanced Payroll Solutions Inc. and Southwest Boulder & Stone Inc. attest to the exceptional service provided by Invensure Insurance Brokers, Inc. Their outstanding M Score, reflecting their expertise and experience across various client sizes and industries, positions them as a trusted partner in the insurance brokerage realm.
EMPLOYERS SELECT INSURANCE SERVICES - SACRAMENTO, CA
EMPLOYERS SELECT INSURANCE SERVICES - SACRAMENTO, CA
Rocklin, California
Employers Select Insurance Services is a reputable local insurance broker located in Rocklin, California. Renowned for their exceptional customer service and expertise, they have garnered high ratings from clients across various industries and company sizes. With a focus on large and midsize employers, Employers Select Insurance Services brings extensive experience in working with self-funded employers, HMOs, and other specialized pharmacy providers. They excel in tailoring insurance solutions to meet the unique needs of their clients, ensuring optimal coverage and cost-efficiency. One Inc, a distinguished employer in the computer systems design and related services industry with 160 members, serves as an excellent example of Employers Select Insurance Services' successful partnerships. Collaborating closely with One Inc's HR and finance team, they developed a comprehensive package that included a self-funding arrangement, an HMO plan, a PBM, and a drug plan, all specifically designed to meet the needs of their members. Employers Select Insurance Services possesses in-depth expertise across a range of industries, including computer systems design and related services, health care and social assistance, and depository credit intermediation. This breadth of knowledge enables them to provide valuable insights and tailored insurance solutions to their clients. The Rocklin office of Employers Select Insurance Services caters to clients in Texas, Oklahoma, and Indiana, with notable employers such as Northern California Retired Officers Community, Price Simms Management, AJA Video Systems, Inc., and ENGEO Incorporated. Thanks to their extensive experience, expertise, and dedication to client satisfaction, Employers Select Insurance Services has earned a good M Score. Their ability to adapt to various client sizes and industries makes them a trusted insurance partner for businesses seeking comprehensive coverage and outstanding service.
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