Advisors near Rolling Hills Estates, California
Showing 1 - 12 of 507 results
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
Los Angeles, California
Connexion Insurance Solutions is a general agency, headquartered near Seattle, Washington, supporting the needs of insurance producers and agencies focused on the small group and individual market. We are appointed by many quality insurance carriers to give our affiliated producers a wide variety of product lines to offer their clients. We connect our over 1500 affiliated insurance producers with carriers, products, training, quotes and administrative support so they can focus on their clients. If you are an insurance producer–whether it is diversifying your revenue stream, considering another specialty like Medicare or needing administrative support–we are ready, willing and able to support your strategy. Contact us today.
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HIGH GROUND INSURANCE SERVICES - LOS ANGELES, CA
HIGH GROUND INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
High Ground Insurance Services, located in the vibrant business hub of Los Angeles, CA, stands out as a trusted partner for employer benefits. With a keen focus on medical and ancillary benefits, this office location brings extensive expertise to the table. Serving local and regional employers, they showcase a robust portfolio of successful collaborations, including notable clients like Brush Research Manufacturing Co, a miscellaneous manufacturing industry leader with 150+ participants. Sensor Systems, a key player in aerospace product and parts manufacturing with 220+ participants, and Trio Manufacturing, a significant player in miscellaneous manufacturing boasting 110+ participants, further exemplify the broker's ability to cater to diverse industries. High Ground Insurance Services excels in providing tailored solutions for hardware, plumbing, heating equipment, and supplies merchant wholesalers, as well as the aerospace product and parts manufacturing sectors. As part of a local brokerage firm, their approach is rooted in a deep understanding of the regional business landscape. Demonstrating a track record of success with midsize employers, this office location combines local insights with industry-specific knowledge, positioning itself as a valuable resource for employers seeking comprehensive and effective benefits solutions in the dynamic business environment of Los Angeles.
FM FINANCIAL SERVICES - OXNARD, CA
FM FINANCIAL SERVICES - OXNARD, CA
Simi Valley, California
FM Financial is a boutique corporate benefits consulting firm in Old Town Pasadena, predominantly focused on Private Equity owned businesses. Since 1960, the Company has successfully worked side-by-side with client leadership to build strategies for managing health care and overall benefit costs. We work directly with HR departments and executive teams in companies across the country to help design, price, and administer benefit plans, retirement plans, and other HR-related products. We approach each client engagement uniquely and with a strong emphasis on service. Our goal is to empower our clients, assist with efforts for EBITDA improvement, and help strategically align benefit plans and costs with overall organizational goals. Our services in Health and Welfare Plans, Retirement Plans, and Human Resources Support are based on years of experience, creative thinking, and remaining accountable to measurable results. ​Our goal is to aid in the creative design of benefit programs specific to each company's values and circumstances. Ultimately, we want our clients and their employees to value their benefits and see them as an integral part of their compensation package. In an industry heavy-laden with fine print, we diligently aim to reduce employer and employee liability and fees through comprehensive contractual analysis and provision negotiation. At FM we hold ourselves to a high standard of individualized analysis and consulting advice. It is our goal to create a service environment in which clients and their employees consider FM an integral and contributing part of their organization. © 2018 by FM Financial Services, Inc. Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Kestra IS and FM Financial Services are not affiliated companies.
MEMBER BENEFITS - LOS ANGELES, CA
MEMBER BENEFITS - LOS ANGELES, CA
Mission Viejo, California
Member Benefits, Inc., a subsidiary of Business Planning Concepts, Inc. is a full-service insurance and financial services organization specializing in the design, marketing, and administration of professional affinity group and association member benefit programs. As a licensed Third Party Administrator, Member Benefits has national expertise in: Programs Development Association/Affinity Group plan installation Negotiation of substantial discounts, exclusive services, and underwriting concessions Billing and Collection Services Claims Administration Marketing & Programs Communication Policy Issuance Customer Service Member Database Management Member Benefits clearly understands its objective to support association and professional affinity group clients by providing customized insurance products and employee benefit plans to their individual members.
INVENSURE INSURANCE BROKERS, INC. - LOS ANGELES, CA
INVENSURE INSURANCE BROKERS, INC. - LOS ANGELES, CA
Irvine, California
Invensure is an independent, full-service insurance, risk management, and employee benefits firm serving commercial and individual clients since 1959. Invensure’s mission is to provide quick, comprehensive, and correct solutions for our clients. We strive to be experts in every aspect of the insurance industry and work hard to provide the best service possible. Unlike other brokers, we add extra value by including services that can help prevent problems before they occur and reduce overall liability. Invensure offers Business Insurance, Employee Benefits, and Personal Insurance.
DKB FINANCIAL SERVICES - LOS ANGELES, CA
DKB FINANCIAL SERVICES - LOS ANGELES, CA
Whittier, California
PANORAMA INSURANCE ASSOCIATES - LOS ANGELES, CA
PANORAMA INSURANCE ASSOCIATES - LOS ANGELES, CA
Omaha, California
Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.
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