Advisors near Saugus, California
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Showing 1 - 12 of 144 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.
D & S INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
D & S Insurance Services - Los Angeles, CA is a standalone brokerage office based in Torrance, California. Its work centers on manufacturing employers of mid-size, where it places fully insured medical coverage along with ancillary lines and retirement plans. Example carriers include Anthem BCBS.
BENEFITSCAFE.COM - LOS ANGELES, CA
Montebello, California
BenefitsCafe.com's Los Angeles office, based in Montebello, California, operates as part of the BenefitsCafe.com organization. The office works with employer clients in financial activities, healthcare and social services, and manufacturing, spanning small, mid-sized and large employers.
Its work centers on fully insured arrangements, including medical coverage, PPO plans and prescription drug benefits, along with ancillary lines, retirement plans and MEWA arrangements. Clients including Foothill Cardiology Medical Group, Inc. are well rated by their employees for benefits. Example carriers placed by the office include UnitedHealthcare, Aetna and Cigna.
RSS FINANCIAL & INSURANCE SERVICES - OXNARD, CA
Westlake Village, California
RSS Financial & Insurance Services - Oxnard, CA is a standalone employee benefits brokerage office based in Westlake Village, California. Its work centers on wholesale trade employers, primarily mid-sized organizations. The office places medical coverage through PPO and HMO arrangements along with prescription drug benefits, and also handles ancillary lines and retirement plans. Example carriers include Kaiser Permanente, BCBS of CA and Elevance.
HRIS INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
HRIS Insurance Services' Los Angeles office, located in Torrance, California, operates as part of HRIS Insurance Services. The office works with mid-sized employers, with experience in retail services, and places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Employer clients including Sunrise Movement Education Fund and Tower Energy Group are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Cigna and Kaiser Permanente.
UNI & GOOD FRIEND INSURANCE - LOS ANGELES, CA
Los Angeeles, California
Uni & Good Friend Insurance is a standalone brokerage office based in Los Angeles, California. Its work centers on employer clients in financial activities, primarily mid-sized employers, where it places fully insured coverage along with ancillary lines and retirement plans, and its book includes employers whose staff rate their benefits highly. Example carriers include CIGNA and EyeMed.
REDAC ADVANTAGE - LOS ANGELES, CA
Torrance, California
REDAC Advantage - Los Angeles, CA is a standalone employee benefits brokerage office based in Torrance, California. Its work centers on employer clients in real estate, rentals and leasing, primarily mid-sized employers, for whom it places medical coverage, ancillary lines and retirement plans. Example carriers include Nippon Life and Reliance Standard Life.
HIGH GROUND INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
High Ground Insurance Services - Los Angeles, CA operates from Torrance, California as part of High Ground Insurance Services. The office works with mid-sized employers in manufacturing, placing fully insured medical coverage including PPO plans, along with ancillary lines and retirement plans. Example carriers include Elevance, Principal Financial and Guardian Life.
CDS INSURANCE SERVICES - LOS ANGELES, CA
Glendora, California
CDS Insurance Services - Los Angeles, CA is a standalone employee benefits brokerage office based in Glendora, California. Its work centers on manufacturing and wholesale trade employers, primarily mid-sized organizations. The office places fully insured medical coverage through PPO and HMO arrangements, along with prescription drug benefits, ancillary lines and retirement plans. Example carriers include Aetna, Anthem BCBS and Kaiser Permanente.
KNIGHT INSURANCE SERVICES - LOS ANGELES, CA
La Cañada Flintridge, California
Knight Insurance Services - Los Angeles, CA is a standalone employee benefits brokerage office based in La Canada Flintridge, California. It works with small and mid-sized employers, with experience concentrated in healthcare and social services, manufacturing and wholesale trade.
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. Example carriers include Kaiser Permanente, Anthem BCBS and Guardian Life.
BROWN & BROWN - LOS ANGELES, CA
El Segundo, California
Brown & Brown - Los Angeles, CA is an office of Brown & Brown located in El Segundo, California. Its employer clients span healthcare and social services, manufacturing, professional business services, retail services, and arts and entertainment, 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, and ancillary lines. Its work also extends to retirement plans, mega wrap and collectively bargained arrangements, and MEWA structures.
Clients including Bighorn Golf Club and The Partner Companies LLC are well rated by their employees for benefits. Example carriers placed by the office include Kaiser Permanente, UnitedHealthcare and Aetna, among others.
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