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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 ®
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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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JOHN M FICKEWIRTH AND ASSOC - OXNARD, CA
JOHN M FICKEWIRTH AND ASSOC - OXNARD, CA
Ventura, California
John M. Fickewirth & Associates, based in Oxnard, California, offers a wealth of expertise in delivering comprehensive employee benefits solutions. With a dedicated focus on tailoring benefits plans that align with the unique needs of each client, this local brokerage stands out for its personalized approach and deep understanding of the complexities of employee benefits. Known for their collaboration with notable clients such as AFSCME Local 2076 and Ojai Valley Inn and Spa, John M. Fickewirth & Associates demonstrates a proven track record of enhancing employee satisfaction and organizational wellbeing through strategic benefits planning. Their commitment to excellence and client satisfaction is evident in every interaction, ensuring that organizations receive not only expert advice but also unparalleled service. Visit fickewirth.com to learn how John M. Fickewirth & Associates can transform your employee benefits experience with solutions that are as innovative as they are effective.
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F & I INSURANCE SERVICES - OXNARD, CA
F & I INSURANCE SERVICES - OXNARD, CA
Thousand Oaks, California
F & I Insurance Services provides employee benefits and group health insurance to small-to-midsize employers in the Oxnard-Thousand Oaks-Ventura, CA, metro area. Employees depend on group health benefits for their well-being and the well-being of their families. The area has over 21,300 employers that work to provide employee benefits and group health insurance for their employees. F & I Insurance Services' Thousand Oaks office has limited experience or focuses on smaller companies and therefore has an M Score 1. F & I Insurance Services Thousand Oaks is a local insurance broker that provides coverage to businesses and individuals. The agency is licensed to do business in California and has been in operation for many years. F & I Insurance Services represents some of the top insurance carriers in the country, including United Healthcare. The agency has a strong focus on customer service and provides tailored coverage options to meet the needs of their clients. F & I Insurance Services is dedicated to providing quality coverage at an affordable price.
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ALERA GROUP - OXNARD, CA
ALERA GROUP - OXNARD, CA
Oxnard, California
Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.
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NFP - LOS ANGELES, CA
NFP - LOS ANGELES, CA
Los Angeles, California
NFP's Los Angeles office stands out as a premier insurance broker, specializing in comprehensive employer benefits solutions for local and regional businesses. With a keen focus on medical and ancillary benefits, this office has garnered significant expertise in tailoring insurance packages to meet the unique needs of employers in diverse industries. What sets NFP apart is its proven track record, particularly evident in their successful partnerships with prominent organizations. Notable clients include Getaway House in the traveler accommodation sector, boasting an impressive participation of 390+, International Bonded Couriers in couriers and express delivery services with 120+ participants, and Nadap in outpatient care centers, serving a workforce of 240+. This breadth of experience across industries underscores their versatility and ability to navigate the intricacies of various business landscapes. As a key player within a prominent national insurance brokerage firm, NFP's Los Angeles office brings substantial resources and a network of industry connections to the table. Their demonstrated expertise in catering to midsize employers further solidifies their understanding of the unique challenges faced by businesses of this scale. For employers seeking a trusted partner with a proven track record, NFP's Los Angeles office stands as a reliable choice, offering tailored solutions and unmatched industry knowledge.
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FM FINANCIAL SERVICES - OXNARD, CA
FM FINANCIAL SERVICES - OXNARD, CA
Simi Valley, California
Fm Financial Services, located in the vibrant city of Oxnard, CA, boasts a robust and sizable office, reflecting its commitment to serving the diverse needs of employers in the region. With a strategic focus on catering to both local and regional businesses, this office has become a go-to destination for employers seeking comprehensive insurance solutions. One of Fm Financial Services' notable strengths lies in its extensive experience working with self-funded clients. The team at this location has demonstrated expertise across various industries, including glass and glass product manufacturing, computer systems design and related services, as well as commercial and industrial machinery and equipment rental and leasing. Their proven track record spans engagements with esteemed clients such as Idealab, a leader in computer systems design with 30+ participants, the French American School of New York in the educational services sector with 130+ participants, and Pine Environmental Services in the machinery and equipment rental industry with an impressive 270+ participants. As a key player in the local brokerage landscape, Fm Financial Services distinguishes itself through demonstrated proficiency in managing midsize and small employer accounts. Their commitment to understanding the unique needs of businesses sets them apart, making them an invaluable partner for employers seeking tailored and effective insurance solutions.
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DIPRIMA - OXNARD, CA
DIPRIMA - OXNARD, CA
Westlake Village, California
Empty description.
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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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DANONE SIMPSON INSURANCE SERVICES - LOS ANGELES, CA
DANONE SIMPSON INSURANCE SERVICES - LOS ANGELES, CA
Woodland Hills, California
Danone Simpson Insurance Services is a highly reputable insurance broker specializing in serving large and midsize employers. With their extensive experience in the industry, they excel in working with self-funded employers, HMOs, and clients to provide tailored solutions that best meet their needs. Their expertise also extends to collaborating with clients and PPOs to ensure optimal member satisfaction. Additionally, Danone Simpson Insurance Services boasts good experience in working with PBMs and other specific pharmacy providers. Based in Los Angeles, California, Danone Simpson Insurance Services operates as a local insurance consultant. Their notable collaboration with OpenX Technologies, Inc., a prominent employer in the computer systems design and related services industry, exemplifies their dedication to delivering customized solutions. Working closely with OpenX Technologies, Inc.'s HR and finance team, they successfully established a self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan, all designed to address the unique needs of their members. Danone Simpson Insurance Services has earned one of the highest M Scores achievable, which is a testament to their extensive experience and expertise across various client sizes, industries, and product offerings. Notably, their strong proficiency extends to educational services, eating places, and traveler accommodation industries. Serving clients throughout Florida, this particular office of Danone Simpson Insurance Services proudly represents esteemed employers such as Crossroads School for Arts & Sciences, Ellison Technologies Los Angeles, Kern Schools Federal Credit Union in Bakersfield, CA, and Mendocino Farms. With a track record of providing top-notch insurance consulting services, Danone Simpson Insurance Services stands out as a trusted partner for employers seeking comprehensive and tailored insurance solutions.
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BENCHMARK BENEFITS & INS SVCS., INC - LOS ANGELES, CA
BENCHMARK BENEFITS & INS SVCS., INC - LOS ANGELES, CA
Encino, California
Benchmark Benefits & Insurance Services, Inc., based in Los Angeles, California, stands out as a proficient local brokerage firm with a strong foothold in the region. They specialize in catering to midsize employers, showcasing an impressive track record of handling complex employee benefits needs. Their expertise is particularly notable in the medical and ancillary benefits arena, making them a go-to resource for businesses seeking comprehensive benefits solutions. One of Benchmark's notable strengths is their deep understanding of the computer systems design and related services industries. This is exemplified by their successful collaboration with top clients like Us Data Management Dba USDM Life Sciences. This company, operating in the computer systems design sector and based in California, has entrusted Benchmark with the benefits management for over 210 participants, underscoring Benchmark's capability to handle large-scale client needs effectively. Additionally, Benchmark's proficiency extends to diverse industries, as evidenced by their partnership with Wet Enterprises, a player in the miscellaneous manufacturing industry. Here too, Benchmark manages benefits for more than 200 participants, further demonstrating their versatility and ability to adapt to different industry requirements. At its core, Benchmark Benefits & Insurance Services, Inc. is deeply rooted in the local business landscape. Their focus on regional employers gives them a unique perspective and understanding of local market dynamics, which is invaluable for businesses operating in the area. This localized expertise, combined with their proven track record with midsize employers across various industries, makes Benchmark a reliable and knowledgeable partner for any employer looking to navigate the complexities of employee benefits.
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MOMENTOUS INSURANCE BROKERAGE - LOS ANGELES, CA
MOMENTOUS INSURANCE BROKERAGE - LOS ANGELES, CA
Van Nuys, California
Welcome to Momentous Insurance Brokerage in Los Angeles, CA, a prominent and expansive office dedicated to delivering exceptional insurance solutions. As one of the larger offices within the Momentous network, our team boasts extensive expertise in catering to the needs of both local and regional employers, specializing in comprehensive medical and ancillary benefits. Our proven track record includes successful partnerships with a diverse array of clients, such as Bolton & Company in the agencies, brokerages, and insurance-related activities industry, featuring over 50 participants. Additionally, we've collaborated with Payden and Rygel, a major player in the financial investment activities sector with a workforce exceeding 270 participants. Notably, F45 Training, a leader in the amusement and recreation industries based in Texas, relies on our services, with a team of 190+ participants. At Momentous, we pride ourselves on our exceptional understanding of the grocery and related product merchant wholesalers industries. As a vital component of a local brokerage firm, we bring a personalized touch to our services, demonstrating a wealth of experience in supporting midsize and small employers alike. Our commitment to tailored insurance solutions positions us as a trusted partner for businesses of all sizes, ensuring comprehensive coverage and peace of mind.
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