Advisors near Santa Barbara, 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 ®
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ALLIANT INSURANCE SERVICES - SANTA MARIA, CA
Santa Barbara, California
Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals.
Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large.
Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
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LEAVITT - SANTA MARIA, CA
Santa Barbara, California
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
Our agencies provide a broad range of insurance services, including:
- Business Insurance
- Group Benefits
- Industry Programs
- Personal Insurance
To learn more about our company, visit www.leavitt.com.
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LEAVITT - SANTA MARIA, CA
Santa Barbara, California
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
Our agencies provide a broad range of insurance services, including:
- Business Insurance
- Group Benefits
- Industry Programs
- Personal Insurance
To learn more about our company, visit www.leavitt.com.
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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.
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FICKEWIRTH BENEFITS ADVISORS - OXNARD, CA
Ventura, California
Fickewirth Benefits Advisors is a reputable insurance broker serving a diverse clientele of large and midsize employers. With a local office situated in Ventura, California, they have established themselves as a trusted partner within the industry. One notable example of their expertise is their collaboration with Rapattoni Corporation, an employer in the computer systems design and related services sector with 80 members. Fickewirth Benefits Advisors worked closely with Rapattoni Corporation's HR and finance team to tailor a comprehensive PPO plan that precisely catered to the unique needs of their members.
While Fickewirth Benefits Advisors has encountered a few negative reviews from some customers, it is essential to thoroughly evaluate this aspect when considering potential partnerships. Notwithstanding this feedback, Fickewirth Benefits Advisors has displayed considerable proficiency in working with HMOs and assisting clients in identifying the most suitable solutions to meet their requirements. The company boasts a commendable M Score, indicative of their broad experience and expertise across industries and client sizes, excluding public administration.
Fickewirth Benefits Advisors' client base primarily encompasses various organizations such as AFSCME Local 2076, Board of Trustees L.A. Co. Fire Fighters Local 1014, Long Term Care Workers Health Trust Fund, and Rapattoni Corporation. Their extensive range of services caters to relief services, business, professional, labor, political, and similar organizations throughout California.
When considering potential insurance brokers, Fickewirth Benefits Advisors' local presence, industry experience, and dedication to understanding clients' unique needs make them a noteworthy contender in the market. Evaluating their customer feedback will be vital in making an informed decision regarding a potential partnership.
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FAQs
How can I find an insurance broker near Santa Barbara, California
Mployer lets you search for Santa Barbara, California-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.
How are insurance brokers in Santa Barbara, California paid?
Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.
Can I compare insurance brokers in the Santa Barbara, California area?
It can feel overwhelming to sift through the many brokers in the Santa Barbara, California area. It's why Mployer provides a free comprehensive list of all Santa Barbara, California insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.
What is the difference between an insurance broker, agent, and a consultant in Santa Barbara, California?
Insurance brokers, agents, and consultants in Santa Barbara, California all have a similar role as they help a business or individual select an insurance company and plan. Agents represent one specific insurance company only for the most part, they sell that insurance company's products. Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected. Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants. You can use Mployer to find Santa Barbara, California based insurance brokers and consultants.
Should I hire an independent Santa Barbara, California insurance broker?
Finding the best insurance for your business can feel intimidating, as there are a lot of options in Santa Barbara, California. For most organizations, it's beneficial to hire an independent broker.
An insurance broker local to the Santa Barbara, California area will have familiarity to the Santa Barbara, California healthcare systems and insurance plans. This gives Santa Barbara, California insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.
How do I choose a benefits broker in Santa Barbara, California?
It can feel overwhelming to sift through the many brokers in the Santa Barbara, California area. That is why Mployer provides a free comprehensive list of all Santa Barbara, California insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.
Can I change my insurance broker?
If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Santa Barbara, California-based insurance brokers often.
If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Santa Barbara, California based insurance brokers and consultants for you to review including customer ratings and independent scores.
Will my insurance broker handle my insurance claims?
Insurance brokers in Santa Barbara, California do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.
Do all Santa Barbara, California brokers have an M Score?
We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Santa Barbara, California-based brokers and more are being added every day.
When is the best time to shop for a new insurance broker?
Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Santa Barbara, California-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.