Advisors near Rocklin, California
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ACRISURE - SACRAMENTO, CA
Sacramento, 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.
THE CLIFFORD GROUP - SACRAMENTO, CA
Rocklin, California
The Clifford Group's Sacramento, CA office, part of The Clifford Group, operates out of Auburn, California. Its work centers on construction employers, primarily mid-sized organizations.
The office places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans, and its book includes employers whose staff rate their benefits highly. Example carriers include Kaiser Permanente, Premera BCBS and Aetna.
SIERRA BENEFIT SOLUTIONS INSURANCE SERVICES, INC. - SACRAMENTO, CA
Pilot Hill, California
Sierra Benefit Solutions Insurance Services, Inc. operates a Sacramento, California office located in Pilot Hill, part of the broader Sierra Benefit Solutions Insurance Services, Inc. organization. The office works with small and mid-sized employers, with industry experience spanning data, media and telecom, professional business services, and real estate, rentals and leasing.
Its work centers on fully insured medical coverage, including PPO and HMO arrangements, along with prescription drug benefits, ancillary lines and retirement plans. Example carriers include CaliforniaChoice, Kaiser Permanente and Aetna.
XL BENEFIT INSURANCE SERVICES - SACRAMENTO, CA
Elk Grove, California
XL Benefit Insurance Services - Sacramento, CA operates out of Elk Grove, California, as part of XL Benefit Insurance Services. The office works with employers in manufacturing and wholesale trade, spanning small, mid-sized and large employers. Its work centers on fully insured medical coverage, along with retirement plans and collectively bargained arrangements.
Clients including the Fresno Valves & Castings Health & Welfare Plan are well rated by their employees for benefits. Example carriers include Anthem BCBS, BCBS of CA and Crum and Forster Indemnity Co.
ALLIANT INSURANCE SERVICES - SACRAMENTO, CA
Gold River, California
The Sacramento office of Alliant Insurance Services, located in Gold River, California, operates as part of the broader Alliant Insurance Services organization. Its employer clients are concentrated in administrative and support services and in healthcare and social services, and the office works primarily with mid-sized and large employers.
The book includes self-funded arrangements alongside medical coverage placed through PPO and HMO plan designs, as well as prescription drug coverage, ancillary lines and retirement plans. Employees at client organizations served by this office rate their benefits highly. Example carriers include Kaiser Permanente, California Physicians Service and Elevance.
HUB INTERNATIONAL - SACRAMENTO, CA
Roseville, California
Hub International's Sacramento office, based in Roseville, California, operates as part of Hub International. The office works with small, mid-sized and large employers across professional business services, healthcare and social services, manufacturing, financial activities and construction.
Its work spans self-funded arrangements alongside fully insured medical coverage placed through PPO and HMO designs, prescription drug benefits, ancillary lines and retirement plans. The office also handles mega wrap and collectively bargained arrangements. Employer clients including Sunrise Manufacturing, Inc. and All Weather Architectural Aluminum, Inc. are well rated by their employees for benefits.
Example carriers include Kaiser Permanente, UnitedHealthcare and Aetna.
CCPOA BENEFIT TRUST FUND - SACRAMENTO, CA
Sacramento, California
The CCPOA Benefit Trust Fund office in Sacramento, California operates as part of CCPOA Benefit Trust Fund. Its work centers on government and public administration employers, and it serves large employers, including collectively bargained groups. The office places fully insured coverage, ancillary lines and retirement plans.
The Board of Trustees of the CCPOA Benefit Trust Fund is among the employer clients whose staff rate their benefits highly. Example carriers include Vault Admin Services, New York Life and Jackson National Life Insurance.
ACRISURE - SACRAMENTO, CA
Sacramento, California
Acrisure's Sacramento, California office operates as part of the Acrisure brokerage network, serving mid-sized employer clients across a range of industries including manufacturing, educational services, financial activities, healthcare and social services, and professional business services.
The office places self-funded arrangements alongside medical, PPO and prescription drug coverage, and also works on ancillary lines, retirement plans and mega wrap programs. Employer clients including Embark Trucks and Iconiq Capital, LLC are well rated by their employees for benefits. Example carriers include CIGNA, Elevance and Kaiser Permanente.
PWA FINANCIAL - SACRAMENTO, CA
Gold River, California
PWA Financial is a standalone employee benefits office based in Gold River, California, operating under the PWA Financial - Sacramento, CA name. Its work centers on employers in financial activities and professional business services, spanning both small and large employer clients.
The office places fully insured coverage, including medical, PPO and prescription drug plans, along with ancillary lines, retirement plans and MEWA arrangements. UnitedHealthcare is one example of the carriers it works with.
MINDFUL INSURANCE SOLUTIONS, INC. - SACRAMENTO, CA
Davis, California
Mindful Insurance Solutions, Inc. - Sacramento, CA is a standalone employee benefits brokerage office based in Davis, California. Its work centers on healthcare and social services employers, primarily mid-sized organizations, for whom it places medical coverage through PPO and HMO arrangements along with prescription drug and ancillary lines. Example carriers include Aetna, Vision Service Plan and The Standard.
EXPERTQUOTE - SACRAMENTO, CA
Roseville, California
ExpertQuote's Sacramento office, based in Roseville, California, operates as part of the ExpertQuote firm. It works with small and mid-sized employers across arts and entertainment, financial activities, professional business services and retail services.
The office places self-funded arrangements alongside medical coverage through PPO and HMO structures, prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements. Clients including Ascend Rehab Services, Inc. and Avidbank are well rated by their employees for benefits. Example carriers include Kaiser Permanente, Elevance and Anthem BCBS.
INTERWEST INSURANCE SERVICES - SACRAMENTO, CA
Sacramento, California
InterWest Insurance Services' Sacramento, California office operates as part of InterWest Insurance Services. The office works with employer clients in healthcare and social services, construction, manufacturing, professional business services and retail services, spanning small, mid-sized and large employers.
Its work covers self-funded arrangements alongside medical coverage placed through PPO and HMO plans, prescription drug benefits, ancillary lines, retirement plans and mega wrap programs. Employer clients including Brown Construction, Inc. and E.M. Tharp, Inc. are well rated by their employees for benefits. Example carriers include Kaiser Permanente, Elevance and BCBS of CA.
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