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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 ®
Small
Medium
Large
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.
Medium
Large
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.
Small
Medium
BENEFIT PACKAGES INSURANCE AGENCY - LOS ANGELES, CA
Calabasas, California
We are a leading independent California health insurance agency, specializing in both individuals & families who are under 65 & those on Medicare. We provide both personal service that an "old school" agent offers while using the ease of online technology to help you make an intelligent decision, all while sitting in front of your PC in your PJ's. For more than a decade, we have been a designated Premier Partner for Anthem Blue Cross- for under 65 and one of a handful of Managing General Agencies, providing both Medicare Supplements and Advantage Plans. BenefitPackages.com has been providing California residents with health insurance solutions since 1987.
Large
PANORAMA INSURANCE GROUP - LOS ANGELES, CA
Los Angeles, California
Panorama Insurance Group's Los Angeles office stands out as a prominent and sizable hub within the regional insurance broker firm. Boasting considerable expertise across diverse industries, they have demonstrated their proficiency in working with self-funded clients, making them a reliable choice for local and regional employers. With a robust track record, this larger office has notably collaborated with midsize employers, showcasing a deep understanding of their unique needs and challenges. Their extensive experience is underscored by successful partnerships with notable clients such as Beach Point Capital Management Lp, a leader in financial investment activities in CA with over 160 participants. Additionally, their adeptness extends to the healthcare sector, exemplified by their association with Associated Ophthalmologists Ltd in AZ, serving 60+ participants, and Christian Care Management in the lessors of real estate industry in AZ with 40+ participants. The breadth of their proficiency spans industries like securities and commodity contracts intermediation and brokerage, lessors of real estate, and metal ore mining. This multifaceted knowledge base positions Panorama Insurance Group as a versatile resource for employers seeking comprehensive insurance solutions. With a commitment to understanding the unique dynamics of each industry they serve, this office in Los Angeles, CA, emerges as a strategic partner for employers navigating the complex landscape of employee benefits.
Medium
Large
B&B PREMIER INSURANCE SOLUTIONS, INC. - LOS ANGELES, CA
Calabasas, California
B&B Premier Insurance Solutions, Inc., located in Los Angeles, CA, stands out as a notable local brokerage firm, particularly adept at handling the unique needs of both small and larger regional employers. Their expertise is not limited to a single industry; rather, they exhibit a broad spectrum of proficiency, especially notable in sectors such as hospitals, advertising, public relations, and traveler accommodation. One of the hallmarks of this Los Angeles office is its experience with self-funded clients, showcasing their ability to provide tailored solutions that align with specific business requirements. This adaptability is further evidenced by their impressive portfolio of top customers. For instance, they service Encina/Pepper Tree Joint Venture, a prominent player in the traveler accommodation industry in California, catering to the needs of over 80 participants. Another key client is Ridgecrest Regional Hospital, a major entity in the hospitals industry, where B&B Premier manages benefits for over 740 participants. Additionally, their expertise extends to the agricultural sector, as demonstrated by their work with Ventura Pacific Company in support activities for crop production, assisting more than 130 participants. The office's capacity to handle such a diverse range of industries and client sizes, from small businesses to large entities, underscores their comprehensive understanding of different market dynamics and client needs. This expertise positions them as a strong candidate for any employer seeking a reliable and versatile insurance broker in the Los Angeles area. Their larger office size further indicates their capability to manage extensive client portfolios while maintaining personalized attention to each client's specific needs.
Medium
Large
MJ INSURANCE - OXNARD, CA
Ventura, California
Empty description.
FARR AND ASSOCIATES INS. SVCS., LLC - OXNARD, CA
Ventura, California
Empty description.
Medium
Large
NIELSEN-MCANANY INSURANCE SERVICES, INC - OXNARD, CA
Westlake Village, California
We maintain a highly trained professional staff where product knowledge is our forte. We will maintain the ability to place coverage with most major insurance companies doing business in the western states. We use those markets to arrange coverage for each of our customer's insurable exposures. We won't just promise great service, we will provide it.
Medium
Large
PATRIOT GROWTH INSURANCE SERVICES - OXNARD, CA
Westlake Village, California
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.
Small
Medium
Large
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PATRIOT GROWTH INSURANCE SERVICES - OXNARD, CA
Westlake Village, California
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.
Small
Medium
Large
BARKLEY RISK MANAGEMENT & INSURANCE - OXNARD, CA
Oxnard, California
Barkley Risk Management & Insurance is one of the premier risk management consultants and insurance brokers in California. Founded in 1995, Barkley Insurance has evolved into the industry leader as measured by its client retention, quality and integrity of staff, community involvement, carrier relations, and relations in the marketplace. We build relationships that go beyond the transactional level to develop an ideal workplace for our clients and their employees. By designing intelligent coverage structures, employee benefits, safety training, cultural development and proprietary programs we create the ideal risk management strategies for businesses throughout California. We’ve been nominated as one of the Best Places to Work by the Pacific Coast Business Times multiple times and recently won 4th place out of 100 in 2018.
Small
Medium
Large
WOODRUFF SAWYER - SANTA MARIA, CA
Santa Barbara, 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.
Small
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