Advisors near California
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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.
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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.
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BENEFIT PRO INSURANCE - SAN DIEGO, CA
BENEFIT PRO INSURANCE - SAN DIEGO, CA
BENEFIT PRO INSURANCE - SAN DIEGO, CA
San Diego, California
Benefit Pro has been helping companies throughout San Diego and CA access, understand, and implement employee benefits and HR support. Our approach is unique and tailored, aligning our solutions with your growth strategies. While our services are proudly focused on Southern CA, we are recognized and respected on numerous levels nationwide. Benefit Pro’s exceptional performance record is the result of an extraordinary team dedicated to helping companies be their best without blowing their budget.
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INSURAMAX - SAN FRANCISCO, CA
INSURAMAX - SAN FRANCISCO, CA
Concord, California
Empty description.
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PACIFIC STANDARD INSURANCE SERVICES - SAN DIEGO, CA
PACIFIC STANDARD INSURANCE SERVICES - SAN DIEGO, CA
PACIFIC STANDARD INSURANCE SERVICES - SAN DIEGO, CA
Escondido, California
Pacific Standard Insurance Services Inc. designs, implements and administers employee benefits programs for employers of all sizes. Through our leveraging of technology, and our high touch customer service, Pacific Standard brings a positive experience to the employee benefits space.
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INTERWEST INSURANCE SERVICES - REDDING, CA
INTERWEST INSURANCE SERVICES - REDDING, CA
INTERWEST INSURANCE SERVICES - REDDING, CA
Redding, California
InterWest was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive entrepreneurial and acquisition efforts have extended our footprint into Central California and the San Francisco Bay Area. Our unyielding commitment to reinvesting in our staff, diversified products & services and innovative technology consistently places us among the top performing insurance and consulting brokerages in the country. We offer unparalleled expertise in all lines of property and casualty, workers’ compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Although we operate principally in California, we are licensed to write business in all 50 states and staffed to service clients with locations throughout the nation.
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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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PENTARISK - SAN FRANCISCO, CA
PENTARISK - SAN FRANCISCO, CA
PENTARISK - SAN FRANCISCO, CA
Menlo Park, California
Located in the vibrant hub of San Francisco, Pentarisk stands as a seasoned insurance broker with a robust track record of catering to diverse clientele. Specializing in employer benefits, this office is a pivotal asset for local and regional businesses seeking tailored insurance solutions. With a wealth of experience in supporting self-funded clients, Pentarisk brings a wealth of expertise to the table. Their success stories include partnerships with top-tier entities like Bkf Engineers, a leading player in architectural and engineering services, boasting a participation base of 70+. Similarly, their collaboration with Goodwill of Silicon Valley, a significant presence in religious, grantmaking, and civic organizations, covering 360+ participants, speaks volumes about their adaptability and scope. Notably, Pentarisk has showcased its prowess in navigating the intricate landscape of various industries. Their forte extends across sectors such as general freight trucking, architectural and engineering services, as well as religious, grantmaking, civic, and professional organizations. This breadth of expertise underscores their versatility and adaptability to cater to nuanced industry requirements. Part of a respected regional insurance broker firm, Pentarisk leverages this affiliation to augment its offerings, ensuring a blend of localized insights and broader industry perspectives. Their commitment to understanding the unique needs of San Francisco's businesses makes them a valuable ally for employers seeking comprehensive and tailored insurance solutions.
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RISK STRATEGIES - SAN FRANCISCO, CA
RISK STRATEGIES - SAN FRANCISCO, CA
RISK STRATEGIES - SAN FRANCISCO, CA
Burlingame, California
At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 150+ locations, and 4,300 team members (and counting!). We love what we do, and it shows. We’ve been recognized as a 'best place to work' for many years running, and we’re excited about our future.
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MICHAEL B KELLY INSURANCE SERVICES - SALINAS, CA
MICHAEL B KELLY INSURANCE SERVICES - SALINAS, CA
Carmel, California
Located in Salinas, CA, Michael B Kelly Insurance Services stands out as a trusted local partner for employer benefits solutions. With a rich history of catering to the diverse needs of midsize employers, this office location brings a wealth of experience to the table. The team excels in working with self-funded clients, showcasing their proficiency in managing risk and delivering tailored solutions. At the heart of their success is a dedication to supporting both local and regional employers. As part of a local brokerage firm, Michael B Kelly Insurance Services has established itself as a community-oriented player with a keen understanding of the unique challenges faced by businesses in the area. Their extensive expertise spans various industries, including insurance carriers and management, scientific, and technical consulting services. Noteworthy clients such as Cypress Healthcare Partners and Montage Health highlight the broker's effectiveness in navigating the complexities of employer benefits, with a demonstrated track record of serving companies with 640+ and 230+ participants, respectively. In choosing Michael B Kelly Insurance Services, employers gain access to a team that combines local insight with industry knowledge, ensuring comprehensive and tailored insurance solutions for their workforce.
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FLYNNPIEL - SAN DIEGO, CA
FLYNNPIEL - SAN DIEGO, CA
San Diego, California
Flynnpiel, based in San Diego, CA, stands out as a trusted insurance broker, specializing in comprehensive employee benefits solutions for local and regional employers. With a dedicated focus on medical and ancillary benefits, Flynnpiel has cultivated a reputation for providing unparalleled expertise to businesses in various industries. The San Diego office of Flynnpiel serves an array of clients, showcasing its proficiency in catering to the unique needs of diverse sectors. Noteworthy among its clientele are Mission Cloud Services, a prominent player in the professional, scientific, and technical services industry, boasting 490+ participants. Additionally, Flynnpiel serves Semco Management in the employment services sector, overseeing benefits for 250+ participants. This underscores the broker's prowess in addressing the distinctive requirements of employment services industries. What sets Flynnpiel apart is its local roots, being an integral part of a reputable local brokerage firm. This connection allows them to offer personalized and localized services, leveraging their deep understanding of the San Diego business landscape. Employer benefits buyers evaluating the Flynnpiel San Diego office can expect a partner with a proven track record, demonstrated through successful collaborations with businesses across sectors and a commitment to tailoring insurance solutions that align seamlessly with the unique needs of each client.
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CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
Los Angeles, California
Connexion Insurance Solutions, located in the bustling heart of Los Angeles, CA, stands out as a larger office within a regional insurance broker firm. This office has carved a niche for itself in the insurance industry by offering specialized services to both midsize and large employers. Their expertise shines particularly in catering to self-funded clients, demonstrating a keen understanding of the unique challenges and opportunities that such clients face. One of the key strengths of this Los Angeles office is its ability to support local and regional employers effectively. Their client portfolio boasts impressive names across diverse industries, underscoring their versatility and depth of knowledge. Notable clients include Aero-Flite, a significant player in the support activities for the forestry industry based in Washington, with over 280 participants. This highlights their capability to handle complex insurance needs in specialized sectors. Additionally, Connexion Insurance Solutions has a strong presence in the healthcare sector, as evidenced by their work with Comprehensive Healthcare. This client, operating in the offices of physicians industry in Washington, entrusted them with over 470 participants, reflecting the broker's expertise in managing large-scale insurance needs in the healthcare domain. The broker's proficiency also extends to the construction industry, with Fisher Companies, a prominent name in nonresidential building construction based in Washington, being a part of their clientele. Serving a company with 160 participants, Connexion Insurance Solutions showcases their skill in navigating the intricate insurance requirements of the construction sector. Moreover, their acumen is not limited to these sectors alone. They have shown great expertise across various industries, including real estate activities, management, and technical consulting services. This breadth of experience ensures that they can offer tailored insurance solutions that meet the specific needs of each client, regardless of the industry. In summary, Connexion Insurance Solutions in Los Angeles is a dynamic and experienced player in the insurance brokerage industry. Their diverse client base, proficiency in handling large and midsize employers, and expertise across multiple industries make them a reliable and versatile choice for employers seeking comprehensive insurance solutions.
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