Advisors near Saugus, California
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Showing 1 - 12 of 57 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.
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.
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.
POST INSURANCE SERVICES, INC - LOS ANGELES, CA
Torrance, California
The Los Angeles office of Post Insurance Services, Inc operates from Torrance, California, as part of the broader Post Insurance Services, Inc organization. Its work centers on mid-sized employers in manufacturing, construction, and transportation and warehousing.
The office places self-funded arrangements alongside medical and HMO coverage, and rounds out its work with ancillary lines and retirement plans. Employee ratings of benefits are an area of noted strength within its book. Example carriers include CIGNA, Aetna and Elevance.
IMA - LOS ANGELES, CA
Pasadena, California
IMA - LOS ANGELES, CA is an office of IMA located in Pasadena, California. Its employer clients span manufacturing, professional business services, healthcare and social services, educational services, and religious and non-profit organizations, and range from small and mid-sized employers to large ones.
The office places self-funded arrangements alongside medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Its work also includes mega wrap arrangements and collectively bargained plans.
Clients including INK SYSTEMS, INC. and QUICK CRETE PRODUCTS CORP. are well rated by their employees for benefits. Example carriers include Elevance, California Physicians Service and Kaiser Permanente.
F & I INSURANCE SERVICES - OXNARD, CA
Thousand Oaks, California
F & I Insurance Services, located in Oxnard, CA, stands out as a trusted insurance broker specializing in tailored employee benefits solutions for local and regional employers. With a strong focus on medical and ancillary benefits, this office boasts extensive expertise in crafting comprehensive insurance packages to meet the unique needs of businesses in various industries.
Their impressive track record includes serving prominent clients such as Lamonica's Pizza Dough Co, a leader in financial investment activities with over 210 participants, and Los Altos Food Products, a significant player in dairy product manufacturing with 120+ participants. Notably, F & I Insurance Services excels in navigating the nuances of the dairy product manufacturing sector, showcasing a deep understanding of its specific insurance requirements.
As a vital component of a local brokerage firm, this office brings a localized touch to their services, ensuring a nuanced understanding of the Oxnard business landscape. Their commitment to excellence is evident in the personalized solutions they offer, driven by a dedicated team with a keen awareness of the challenges faced by employers in the region. For businesses seeking a reliable partner in navigating the complex realm of employee benefits, F & I Insurance Services in Oxnard emerges as a beacon of expertise and customer-centric service.
AON RISK SERVICES - LOS ANGELES, CA
Pasadena, California
Aon Risk Services - Los Angeles, CA is an employee benefits brokerage office based in Pasadena, California, operating as part of Aon Risk Services.
The office works with mid-sized and large employers across professional business services, healthcare and social services, manufacturing, arts and entertainment, and financial activities. Its placement work spans self-funded arrangements, medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans, and it also handles mega wrap and collectively bargained arrangements.
Employer clients including AECOM and Primary Medical Group of Ventura County, Inc. are well rated by their employees for benefits. Example carriers placed by the office include UnitedHealthcare, Elevance and Kaiser Permanente.
HOUSKA INSURANCE SERVICES, INC. - LOS ANGELES, CA
Manhattan Beach, California
Houska Insurance Services, Inc. is a standalone employee benefits brokerage office based in Manhattan Beach, California, operating under the Los Angeles designation. Its work centers on employer clients in healthcare and social services as well as professional business services, primarily mid-sized employers.
The office places fully insured medical coverage, including HMO plans and prescription drug benefits, along with ancillary lines, retirement plans and Mega Wrap arrangements. Example carriers include Kaiser Permanente, Cigna and Elevance.
LOCKTON - LOS ANGELES, CA
Los Angeles, California
The Los Angeles, California office of Lockton operates as part of the Lockton organization, serving employer clients across professional business services, manufacturing, healthcare and social services, data, media and telecom, and retail services. Its work spans small, mid-sized and large employers.
The office places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. It also works with mega wrap and MEWA arrangements as well as collectively bargained plans.
Employer clients including Domaille Engineering, LLC and SRG Operating, Inc. are well rated by their employees for benefits. Example carriers placed through the office include CIGNA, UnitedHealthcare and Elevance.
CETERA ADVISOR NETWORKS - LOS ANGELES, CA
El Segundo, California
Cetera Advisor Networks in El Segundo, California, is an office of Cetera Advisor Networks serving employer clients in manufacturing, professional business services and financial activities. The office works primarily with mid-sized and large employers, placing self-funded arrangements, medical and ancillary lines, retirement plans and collectively bargained coverage. Clients including David H Martin Excavating Inc and Tremblays Bus Company are well rated by their employees for benefits. Example carriers include Aetna, BCBS of MN and Highmark BCBS.
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