Advisors near Oxnard, California
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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 ®
EDMONDS - LOS ANGELES, CA
El Segundo, California
Edmonds - Los Angeles, CA is an office of Edmonds based in El Segundo, California. Its work centers on employer clients in healthcare and social services, professional business services, and wholesale trade, primarily mid-sized employers.
The office places self-funded arrangements alongside medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines, retirement plans, and mega wrap arrangements. Clients including Richardson Kontogouris Emerson LLP are well rated by their employees for benefits. Example carriers include Blue Cross Blue Shield of CA, Cigna and Kaiser Permanente.
DIPRIMA - OXNARD, CA
Westlake Village, California
DIPRIMA - OXNARD, CA is a standalone employee benefits brokerage office based in Westlake Village, California. Its work centers on retail services employers, serving small and mid-sized organizations. The office places fully insured medical coverage through PPO and HMO arrangements, along with prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements. Among its employer clients, Wondries Group is well rated by its employees for benefits. Example carriers include Kaiser Permanente, Sutter Health Plan and Principal Financial.
FONTAINE MCLAREN INSURANCE SOLUTIONS - LOS ANGELES, CA
Agoura Hills, California
Fontaine McLaren Insurance Solutions - Los Angeles, CA operates from Agoura Hills, California, as part of Fontaine McLaren Insurance Solutions. The office works with mid-sized employers, with experience concentrated in healthcare and social services and professional business services.
Its placements center on medical and prescription drug coverage, alongside ancillary lines and retirement plans. Example carriers include Kaiser Permanente, California Physicians Service and UnitedHealthcare.
HUB INTERNATIONAL - LOS ANGELES, CA
Culver City, California
HUB International's Los Angeles office, located in Culver City, California, operates as part of HUB International. Its employer clients span manufacturing, healthcare and social services, professional business services, financial activities and retail services, and range from small employers through mid-sized and large organizations.
The office places self-funded arrangements alongside fully insured medical coverage including PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Its work also extends to mega wrap arrangements, collectively bargained plans and MEWA structures.
Employer clients including WCM Investment Management and Talco Plastics, Inc. are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Aetna and Kaiser Permanente, among others such as Elevance and Cigna.
NFP - LOS ANGELES, CA
Los Angeles, California
NFP's Los Angeles, California office is part of the NFP brokerage network. Its work centers on professional business services employers, primarily small and mid-sized organizations, and it places self-funded and medical coverage along with ancillary lines, retirement plans and mega wrap arrangements. Employer clients including The Drizly Group, LLC and Ent Credit Union are well rated by their employees for benefits. Example carriers include Aetna, Cigna and BCBS of CA.
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