Advisors near Oxnard, California
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Showing 1 - 12 of 65 results
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 ®
ALERA GROUP - OXNARD, CA
Oxnard, California
The Alera Group office in Oxnard, California operates as part of Alera Group. Its employer clients span manufacturing, agriculture, professional business services, healthcare and social services, and religious and non-profit organizations, ranging from small employers through mid-sized and large employers.
The office places both self-funded and fully insured arrangements, with medical coverage structured as PPO and HMO plans, along with prescription drug benefits, ancillary lines, retirement plans and Mega Wrap arrangements. Clients including Gee Automotive Holdings, LLC and Westerlay Orchids, L.P. are well rated by their employees for benefits. Example carriers include Aetna, Elevance and Kaiser Permanente.
BROWN & BROWN - SANTA MARIA, CA
Carpinteria, California
Brown & Brown - Santa Maria, CA is an office of Brown & Brown located in Carpinteria, California. Its employer clients are concentrated in manufacturing and in real estate, rentals and leasing, and it works with small and mid-sized employers. The office places fully insured medical and prescription drug coverage along with ancillary lines, retirement plans and Mega Wrap arrangements. Example carriers include California Physicians Service, Elevance and New York Life.
VENBROOK INSURANCE SERVICES - LOS ANGELES, CA
Los Angeles, California
Venbrook Insurance Services' Los Angeles, California office operates as part of Venbrook Insurance Services. Its employer clients span financial activities, healthcare and social services, professional business services, and real estate, rentals and leasing, and range from small employers through mid-sized and large organizations.
The office places both self-funded and fully insured arrangements, with medical coverage structured through PPO and HMO plans, along with prescription drug benefits, ancillary lines, retirement plans and mega wrap programs. Clients including Lighthouse Property Management are well rated by their employees for benefits. Example carriers include Kaiser Permanente, Anthem BCBS and MetLife.
LEAVITT - LOS ANGELES, CA
Los Angeles, California
Leavitt's Los Angeles, California office is part of the Leavitt brokerage network, serving small and mid-sized employers with concentrations in manufacturing and retail services. The office places both self-funded and fully insured arrangements, with medical coverage structured through PPO and HMO plans, alongside prescription drug benefits, ancillary lines, retirement plans and Mega Wrap arrangements.
Among its employer clients, Pearson Dental Supplies, Inc. is well rated by its employees for benefits. Example carriers used by the office include Kaiser Permanente, Aetna and California Physicians Service.
UNITED AGENCIES INC. - MISSION HILLS, CA
Mission Hills, California
For over 50 years, United Insurance Agencies has taken to heart the families and the businesses we protect. We are driven by a desire to transform mundane work into meaningful interaction; to change the casualty of disaster into comfort during crisis. In daily business we serve our customers with integrity and responsibility, our coworkers with equity and equality, our carriers with honor and respect, and our communities with charity and caring. To speak with a representative about who we are, or about your insurance needs, contact us for assistance. We are happy to help!
TCIG PACIFIC INSURANCE SERVICES - OXNARD, CA
Thousand Oaks, California
At all stages - from inception through periods of significant growth - there is no one that provides a higher level of concierge service to small and mid-sized clients than TCIG.
Our specialty is helping companies that want a little more hand-holding. We take on the administrative burden of managing the benefits so employers can get back to work.
With ClaimsAssist, we get employees back to work as well. We resolve claims issues on behalf of your staff so they aren't spending company time following up with doctors and insurance companies.
We provide a custom online enrollment portal, bring in catered lunches while hosting your enrollment meetings, and spend as much time as needed throughout the year to ensure employees understand and appreciate the benefits offered.
Perhaps most importantly, we provide the tools and experience to protect you from the sorts of compliance mistakes that are easy to make but bankruptcy-inducing when discovered in a Department of Labor audit.
There is rarely a difference in cost between employee benefits brokers, but there is a big difference in the service you receive. If you are not ecstatic with the people handling your employee benefits, we would love to speak with you.
POMS - LOS ANGELES, CA
Woodland Hills, California
POMS - LOS ANGELES, CA is an employee benefits brokerage office located in Woodland Hills, California, operating as part of the POMS firm.
The office works with small and mid-sized employers across a range of industries, including healthcare and social services, manufacturing, retail services, administrative and support services, and professional business services. Its work spans self-funded arrangements and medical coverage placed through PPO and HMO structures, along with prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements.
Employer clients including SPOKEO, INC. and FP NUTRACEUTICALS, LLC are well rated by their employees for benefits. Example carriers placed by the office include Anthem BCBS, Cigna and Kaiser Permanente.
TBG WEST - LOS ANGELES, CA
Culver City, California
TBG West's Los Angeles office, based in Culver City, California, operates as part of the TBG West organization. Its work centers on professional business services employers, primarily mid-sized and large organizations.
The office places self-funded arrangements, medical coverage and ancillary lines, along with retirement plans and mega wrap programs. Employer clients including Benesch, Friedlander, Coplan & Aronoff LLP and Schulte Roth & Zabel LLP are well rated by their employees for benefits. Example carriers include Aetna, Cigna and UnitedHealthcare.
NIELSEN-MCANANY INSURANCE SERVICES, INC - OXNARD, CA
Westlake Village, California
Nielsen-McAnany Insurance Services, Inc - Oxnard, CA is an office of Nielsen-McAnany Insurance Services, Inc, based in Westlake Village, California. Its work centers on professional business services and wholesale trade employers, primarily small and mid-sized organizations. The office places self-funded arrangements alongside medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines, retirement plans and Mega Wrap programs.
Among its employer clients, CallFire, Inc. is well rated by its employees for benefits. Example carriers include Kaiser Permanente, Cigna and Elevance.
EOS INSURANCE AGENCY - LOS ANGELES, CA
Bell Canyon, California
EOS Insurance Agency - Los Angeles, CA is a standalone brokerage office based in Bell Canyon, California. Its work centers on professional business services employers of mid-size, where it places fully insured medical coverage, including HMO plans. Aetna is one example of the carriers it works with.
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.
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