Advisors near Thousand Oaks, California
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Showing 1 - 12 of 326 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 ®
DICKERSON EMPLOYEE BENEFITS - LOS ANGELES, CA
Los Angeles, California
Dickerson Insurance Services was founded more than a half century ago by Carl Dickerson. The company began with Dickerson working the multi-cultural neighborhoods of Los Angeles, California. From this one-man-operation, selling insurance door-to-door, the company has grown to include employee benefits, property and casualty and consulting services among its insurance offerings.
In May 2018, Dickerson Insurance Services became an Alera Group Company. The company is proud to bring customers a larger, national scope that is paired with its continued focus on local sales and service. Its headquarters remain on a spacious campus near historic Dodger Stadium.
Today, the leadership of the company is shared by managing partners Michael Wolff and Tony Lee, Dickerson's sons-in-law. As a result of our senior leaders’ involvement in both political and civic organizations, Dickerson Insurance Services continues to have deep roots in the minority and culturally diverse communities of California.
In addition to partnering with major insurance companies to market group insurance and related products, Dickerson goes beyond the traditional in its service offerings to clients. These include, but are not limited to, payroll, electronic enrollment, benefits administration, account management, HR, compliance and risk management.
Contact a Dickerson advisor today at (800) 457-6116.
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
Valencia, California
LBW Insurance and Financial Services, situated in Los Angeles, CA, boasts a robust presence as a larger office, distinguished by its extensive experience in catering to the unique needs of diverse clients. With a focus on employer benefits, this location excels in servicing both self-funded and traditional plans, showcasing particular prowess in supporting local and regional employers.
This insurance broker has established itself as a key player within the California market, affiliating with a local brokerage firm. The office has carved a niche in working with midsize employers, leveraging substantial expertise to navigate the intricacies of employee benefits in this segment. Equally noteworthy is their demonstrated proficiency in addressing the needs of small employers, reflecting a commitment to comprehensive coverage across the business spectrum.
LBW Insurance and Financial Services stands out for its impressive client portfolio, including notable names like Contemporary Services Corporation, Gahh, and Property Management Professionals. These partnerships underscore the broker's versatility, spanning industries such as investigation and security services, automotive parts, accessories, and tire retailers, as well as activities related to real estate.
In essence, this office location of LBW Insurance and Financial Services represents a dynamic and adept partner for employers seeking tailored and effective insurance solutions in the vibrant landscape of Los Angeles, CA.
K-KICS - LOS ANGELES, CA
Burbank, California
K-Kics, based in Los Angeles, CA, stands as a trusted insurance broker specializing in comprehensive employee benefits solutions for local and regional employers. With a strong focus on medical and ancillary benefits, this office excels in catering to the unique needs of businesses in diverse industries.
Boasting extensive expertise, K-Kics serves prominent clients such as Concorde Battery Corporation, a key player in the aerospace product and parts manufacturing sector, with over 260 participants. Additionally, they provide tailored solutions to Mieco, a notable entity in the petroleum and petroleum products merchant wholesalers industry, encompassing 70+ participants.
Notably, K-Kics distinguishes itself through a profound understanding of the aerospace product and parts manufacturing and petroleum industries. Their proficiency extends across these sectors, ensuring that clients receive specialized and effective benefit packages.
As a part of a local brokerage firm, K-Kics combines the personalized touch of a community-based service with the resources of a larger entity. This unique blend positions them as a go-to choice for employers seeking tailored and comprehensive benefits solutions in the vibrant business landscape of Los Angeles. With a commitment to excellence and a track record of successfully meeting the needs of diverse clients, K-Kics emerges as a valuable partner in navigating the complex landscape of employee benefits.
D & S INSURANCE SERVICES - LOS ANGELES, CA
Torrance, California
D&S Insurance Services is a Boutique Healthcare Brokerage and Consulting firm that specializes in fully insured Healthcare benefits for companies. Ancillary products and self-funded programs are also available through our firm. We negotiate and implement Medical, Dental and Life benefits for all Healthcare carriers, and manage companies ranging in size from small and mid-size businesses, to large employer groups. We can also assist individuals and their families.
DKB FINANCIAL SERVICES - LOS ANGELES, CA
Whittier, California
PLAYA VISTA INSURANCE SERVICES, INC. - LOS ANGELES, CA
Los Angeles, California
Providing Solutions For a Healthier Outlook
Playa Vista Insurance Services is a full service employee benefits consulting firm providing new, fresh and cutting edge ideas when it comes to employee benefits, wellness, compliance and technology. Our role is to provide employers of all sizes with solutions for a healthier outlook, both financially and naturally. Focusing on consulting and keeping the best interest of the employer and employees our number one goal. Those are defined by cost containment and employee morale.
Gone are the days of old when deals were done over a handshake on the golf course. Now employers are requiring and deserving more when it comes to service, creativity and strategic planning in today’s health care market.
Playa Vista Insurance Services takes the personal approach with clients by getting to know the employer needs; from the bottom line to understanding the employees needs to sustaining healthy recruitment and retention in the workplace.
We are the leaders and experts in employee benefits, understanding that each employer is different with different needs and different budgets. Playa Vista Insurance Services can customize employee benefits packages to suit those needs without compromising level of benefits or cost to a company and especially service.
With access to all of the insurance carriers available, we are not limited to certain plans or costs, but provide benefits to create a most enhanced benefits package for your employees.
EDMONDS - LOS ANGELES, CA
El Segundo, California
We help create well-designed insurance, retirement, and employee benefit programs that address primary budget concerns, your need to attract and retain quality employees, promote flexibility, and optimize tax-leveraging strategies.
We accomplish this by asking the appropriate questions that provide meaningful insight into customer goals and agendas. We then implement the plan and provide turnkey service year-round.
Having specialized in employee benefit planning since 1979, we continually seek ways to help our clients to optimize their cost/risk profile. By using new "less common" tools to address employer concerns, we discover new ways to help our clients reduce costs and manage risks. Our concept moves employers from "shopping rates" to "controlling costs" through wellness incentives to employees and self-funding.
We are focused on helping small, medium, and large size employers to understand healthcare reform exposure and manage it in accordance with their objectives. We also support individuals with life, health, disability, and long-term care planning.
DIPRIMA - OXNARD, CA
Westlake Village, California
More than 30 years of experience in the insurance industry has given Platinum 1 the opportunity to earn the respect of numerous valued clients, vendors and partners. We are proud to be a second-generation family-run business committed to sharing that same unbreakable bond of trust with your family.
You are never just a number to us. Instead of a call center, you can look forward to personalized attention whenever you contact us. And you can be sure that your assets are fully protected with the kind of customized coverage that satisfies your valid concerns.
Part of what makes Platinum 1 unique is our ability to provide traditionally difficult-to-acquire insurance policies for clients. Our creative strategies and market strength, honed over three decades, can secure these coverages and ensure your peace of mind.
ROGERSGRAY - LOS ANGELES, CA
Glendale, California
Businesses and individuals partner with us to help them simplify the complex and develop comprehensive, streamlined solutions. As a top-ranked national advisory firm, we identify your unique needs to deliver customized insurance, risk mitigation, employee benefits, and wealth management solutions. If you can imagine it. If you can dream it. If you can see it when others can’t. We can protect it.
J HERNANDEZ & COMPANY - OXNARD, CA
Ventura, California
J Hernandez & Company, based in Oxnard, CA, stands out as a seasoned insurance broker with a focus on serving the diverse needs of employers in the local and regional landscape. With a notable presence in the waste management and remediation services industry, they bring valuable expertise to the table. Notably, they have successfully worked with EJHarrison & Sons, a key player in waste management, boasting a participant base of 90+.
This office location has a commendable track record in handling self-funded clients, showcasing their ability to navigate the complexities of employer benefits with finesse. Their proficiency extends beyond large corporations, as evidenced by their demonstrated experience with small employers, emphasizing a commitment to catering to businesses of varying sizes.
As a part of a local brokerage firm, J Hernandez & Company brings a personalized touch to their services, fostering a deep understanding of the unique challenges and opportunities within the community. Their nuanced understanding of the waste management and remediation services industries positions them as a go-to partner for businesses operating in these sectors. In the realm of employer benefits, this office location serves as a reliable choice for those seeking tailored solutions and a wealth of experience.
NFP - LOS ANGELES, CA
Los Angeles, California
We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes.
NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges.
The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland.
We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.
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