Advisors near Valencia, California
Showing 1 - 12 of 343 results
REDAC ADVANTAGE - LOS ANGELES, CA
REDAC ADVANTAGE - LOS ANGELES, CA
Torrance, California
Relo Redac, Inc.(aka REDAC) is a full-service real estate firm based in New York City, and is the only Japanese relocation and real estate company providing services throughout the U.S. REDAC was founded in 1986, and later became part of Relo Group, Inc., a first-section Tokyo Stock Exchange Listed firm. The company’s vision is to be a reliable service infrastructure for people and companies working abroad. As Relo Redac Group, REDAC and its group companies continue to expand services in North and Central America.
B&B PREMIER INSURANCE SOLUTIONS, INC. - LOS ANGELES, CA
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. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and beyond. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 17,000 colleagues in 21 countries. ​ Ready for your next opportunity? We're looking for people with the entrepreneurial mindset and bold thinking required to meet our goals and serve our clients. ​ Additionally, you'll join a team that is committed to making an impact in our communities, For example, we have special partnerships with Helen DeVos Children’s Hospital, University of Pittsburgh Medical Center Children's Hospital, and Blythedale Children’s Hospital. Learn more at Acrisure.com.
STONE TAPERT - LOS ANGELES, CA
STONE TAPERT - LOS ANGELES, CA
Sierra Madre, California
Stone Tapert's Los Angeles, CA office emerges as a formidable presence in the insurance brokerage arena, boasting a larger office setting that signifies a robust commitment to delivering comprehensive solutions. With a wealth of experience in catering to self-funded clients, this office stands as a reliable partner for local and regional employers seeking tailored benefits packages. The depth of their expertise is evident in their diverse client portfolio, with notable names such as A&A Global Imports in plastics product manufacturing, Anita's Mexican Foods Corp in food manufacturing, and Foothill Family Service in the offices of health practitioners industry. These clients, with participant numbers ranging from 60 to 190+, underscore Stone Tapert's ability to navigate and address the distinctive needs of various industries. Stone Tapert's proficiency extends across individual and family services, nursing and residential care facilities, as well as grocery and related product merchant wholesalers. As part of a local brokerage firm, their commitment to the community is evident, aligning with their focus on understanding and meeting the unique challenges faced by businesses in Los Angeles. Noteworthy is Stone Tapert's demonstrated experience with midsize employers, showcasing their ability to scale solutions effectively. Simultaneously, their significant experience with small employers further reinforces their adaptability and personalized approach to crafting insurance solutions for businesses of varying sizes.
GUTTMAN FINANCIAL PLANNING, INC. - LOS ANGELES, CA
GUTTMAN FINANCIAL PLANNING, INC. - LOS ANGELES, CA
Los Angeles, California
Guttman Financial Planning, located in Los Angeles, CA, stands out as a reliable insurance broker specializing in employer benefits. With a focus on medical and ancillary benefits, their extensive expertise in serving local and regional employers sets them apart. The office excels in catering to the unique needs of businesses in the advertising, public relations, and related services industry, as well as those in activities related to credit intermediation. Guttman Financial Planning's commitment to excellence is evident in their client portfolio, featuring notable companies like Outdoor Dimensions and Spherecommerce. Outdoor Dimensions, a key player in advertising and related services, benefits from Guttman's tailored solutions, serving over 90 participants. Similarly, Spherecommerce, operating in activities related to credit intermediation, trusts Guttman Financial Planning to provide comprehensive coverage for their 270+ participants. What distinguishes this office is not only its individualized approach to employer benefits but also its affiliation with a reputable local brokerage firm. This association strengthens Guttman's ability to navigate the dynamic landscape of insurance, ensuring that clients receive cutting-edge solutions tailored to their industry. Guttman Financial Planning in Los Angeles is more than an insurance broker; it is a strategic partner committed to optimizing the well-being of businesses and their employees.
HUMANOMICS - LOS ANGELES, CA
HUMANOMICS - LOS ANGELES, CA
Granada Hills, California
Humanomics, located in the vibrant city of Los Angeles, CA, is a distinguished insurance broker specializing in comprehensive employee benefits solutions. With a focus on medical and ancillary benefits, this office possesses a wealth of expertise tailored to meet the unique needs of local and regional employers. Humanomics stands out for its extensive experience in serving various industries, including business, professional, labor, political, and similar organizations. One notable example is their collaboration with the International Union Spfpa, a prominent entity in the business, professional, labor, political, and similar organizations industry based in MI. With over 2360 participants, Humanomics has successfully crafted and managed tailored benefits programs that cater to the specific requirements of this esteemed client. What sets Humanomics apart is not just their commitment to excellence in the business, professional, labor, political, and similar organizations industries but also their local presence as part of a reputable brokerage firm. This affiliation provides clients with the assurance of a dedicated team backed by the resources and support of a larger network, ensuring a comprehensive and seamless approach to employee benefits. Employer benefits buyers in Los Angeles can trust Humanomics for its proven track record, industry-specific expertise, and commitment to delivering tailored solutions that go beyond expectations.
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NAHAI, BIJAN - LOS ANGELES, CA
NAHAI, BIJAN - LOS ANGELES, CA
Beverly Hills, California
NAHAI is an insurance brokerage whose preeminent rated brokers are among the top in the nation. We have a proven track record of success and our clients’ satisfaction speaks for itself. We pride ourselves on our firm’s culture, whose diversity fosters an environment of collaboration and creativity that leads to superior results and service for our clients. We provide clear, pragmatic risk mitigating advice to leading private enterprises and entrepreneurs through impartial risk assessment, customer care, and an unwavering commitment to protecting our clients' interests.
FM FINANCIAL SERVICES - OXNARD, CA
FM FINANCIAL SERVICES - OXNARD, CA
Simi Valley, California
FM Financial is a boutique corporate benefits consulting firm in Old Town Pasadena, predominantly focused on Private Equity owned businesses. Since 1960, the Company has successfully worked side-by-side with client leadership to build strategies for managing health care and overall benefit costs. We work directly with HR departments and executive teams in companies across the country to help design, price, and administer benefit plans, retirement plans, and other HR-related products. We approach each client engagement uniquely and with a strong emphasis on service. Our goal is to empower our clients, assist with efforts for EBITDA improvement, and help strategically align benefit plans and costs with overall organizational goals. Our services in Health and Welfare Plans, Retirement Plans, and Human Resources Support are based on years of experience, creative thinking, and remaining accountable to measurable results. ​Our goal is to aid in the creative design of benefit programs specific to each company's values and circumstances. Ultimately, we want our clients and their employees to value their benefits and see them as an integral part of their compensation package. In an industry heavy-laden with fine print, we diligently aim to reduce employer and employee liability and fees through comprehensive contractual analysis and provision negotiation. At FM we hold ourselves to a high standard of individualized analysis and consulting advice. It is our goal to create a service environment in which clients and their employees consider FM an integral and contributing part of their organization. © 2018 by FM Financial Services, Inc. Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Kestra IS and FM Financial Services are not affiliated companies.
STRATEGIC BUSINESS PLANNING - OXNARD, CA
STRATEGIC BUSINESS PLANNING - OXNARD, CA
Westlake Village, California
UIP INSURANCE SERVICES - LOS ANGELES, CA
UIP INSURANCE SERVICES - LOS ANGELES, CA
Pasadena, California
UIP Insurance Services, nestled in the vibrant heart of Los Angeles, California, is a trusted ally for employers seeking comprehensive employee benefits solutions. With a keen focus on serving the diverse needs of their clientele, UIP prides itself on personalized service and expert guidance. Specializing in self-funded employer plans, they bring a wealth of experience to the table, ensuring tailored strategies that optimize benefits while managing costs effectively. At go2uip.com, employers discover a wealth of resources designed to demystify the complexities of employee benefits. From insightful articles to interactive tools, UIP empowers decision-makers to navigate the ever-evolving landscape of healthcare and insurance with confidence. Among their esteemed clients is the California School Employees Association, a testament to UIP's dedication to serving prominent organizations with excellence. With a commitment to innovation and a deep understanding of the unique challenges facing employers today, UIP Insurance Services stands as a beacon of reliability and expertise in the realm of employee benefits brokerage.
LLOYD S BERKETT INSURANCE AGENCY, INC - LOS ANGELES, CA
LLOYD S BERKETT INSURANCE AGENCY, INC - LOS ANGELES, CA
Los Angeles, California
As a Risk Services Manager, I am continuing to provide both in house and out source services to clients of the Agency as well as clients I have developed independently. My focus is on loss prevention and employee safety. I provide real time evaluation and updating with regard to Regulatory Compliance issues that affect employers in all industries with a specific focus on Construction, Manufacturing, Distribution and Religious Institutions.
DICKERSON EMPLOYEE BENEFITS - LOS ANGELES, CA
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.
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