Advisors near Thousand Oaks, California
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Showing 1 - 12 of 139 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 ®
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.
DIPRIMA - OXNARD, CA
Westlake Village, California
DIPRIMA - OXNARD, CA is a standalone employee benefits brokerage office based in Westlake Village, California. Its work centers on retail services employers, serving small and mid-sized organizations. 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. Among its employer clients, Wondries Group is well rated by its employees for benefits. Example carriers include Kaiser Permanente, Sutter Health Plan and Principal Financial.
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.
B&B PREMIER INSURANCE SOLUTIONS, INC. - LOS ANGELES, CA
Calabasas, California
As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, real estate services – and beyond. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 23 countries. And this is just the beginning.
J HERNANDEZ & COMPANY - OXNARD, CA
Ventura, California
J Hernandez & Company - Oxnard, CA is a standalone employee benefits brokerage office based in Ventura, California. Its work centers on mid-sized employers in administrative and support services, where it places fully insured medical coverage through PPO, HMO and prescription drug arrangements, along with ancillary lines and retirement plans. Employer clients including E.J. Harrison & Sons, Inc. are well rated by their employees for benefits. Example carriers include Anthem BCBS, Kaiser Permanente and Guardian Life.
EDMONDS - LOS ANGELES, CA
El Segundo, California
Edmonds - Los Angeles, CA is an office of Edmonds based in El Segundo, California. Its work centers on employer clients in healthcare and social services, professional business services, and wholesale trade, primarily mid-sized employers.
The office places self-funded arrangements alongside medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines, retirement plans, and mega wrap arrangements. Clients including Richardson Kontogouris Emerson LLP are well rated by their employees for benefits. Example carriers include Blue Cross Blue Shield of CA, Cigna and Kaiser Permanente.
ALLIANT INSURANCE SERVICES - LOS ANGELES, CA
Pasadena, California
Alliant Insurance Services - Los Angeles, CA operates from Pasadena, California, as part of Alliant Insurance Services. The office works with small, mid-sized and large employers across professional business services, manufacturing, healthcare and social services, financial activities and retail services.
Its placements span self-funded arrangements and medical coverage delivered through PPO and HMO plans, along with prescription drug, ancillary lines and retirement plans. The office also handles mega wrap, collectively bargained and MEWA arrangements. Employer clients including Centurion American Development G and Silvertip Completion Services are well rated by their employees for benefits. Example carriers include CIGNA, UnitedHealthcare and Elevance.
USI INSURANCE SERVICES - LOS ANGELES, CA
Los Angeles, California
The Los Angeles, California office of USI Insurance Services operates as part of the broader USI Insurance Services organization. Its employer client base spans manufacturing, professional business services, retail services, wholesale trade and construction, and includes small, mid-sized and large employers.
The office places medical coverage across self-funded arrangements as well as PPO and HMO plan designs, along with prescription drug coverage and ancillary lines. It also works on retirement plans, mega wrap arrangements and collectively bargained programs. Clients including One Toyota of Oakland and Hylands Consumer Health, Inc. are well rated by their employees for benefits. Example carriers include Aetna, Kaiser Permanente and UnitedHealthcare.
SYMPHONY FINANCIAL & INSURANCE - LOS ANGELES, CA
Rosemead, California
Symphony Financial & Insurance - Los Angeles, CA is a standalone brokerage office based in Rosemead, California. Its work centers on manufacturing employers, with experience serving large employers, and it places fully insured medical coverage along with retirement plans. Example carriers include Health Net of Washington and Kaiser Permanente.
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
Los Angeles, California
Connexion Insurance Solutions maintains an office in Los Angeles, California, operating as part of the broader Connexion Insurance Solutions firm. The office works with employer clients in manufacturing, administrative and support services, healthcare and social services, professional business services, and agriculture, spanning small, mid-sized and large employers.
Its work covers self-funded arrangements, medical coverage, ancillary lines and retirement plans, along with mega wrap and MEWA structures. Employer clients including Aero-Flite, Inc. and Redapt, Inc. are well rated by their employees for benefits. Example carriers placed by the office include Premera BCBS, UnitedHealthcare and Kaiser Permanente.
PAI-SC - LOS ANGELES, CA
Commerce, California
PAI-SC - LOS ANGELES, CA is a standalone employee benefits brokerage office based in Commerce, California. Its work centers on religious and non-profit organizations, and it serves large employers. The office places fully insured medical coverage, including HMO plans and arrangements structured as multiple employer welfare arrangements. Example carriers include Kaiser Permanente.
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