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CHARTON FINANCIAL GROUP - MOORPARK, CA
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 ®
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DIPRIMA - OXNARD, CA
DIPRIMA - OXNARD, CA
Westlake Village, California
Empty description.
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HRIS INSURANCE SERVICES - LOS ANGELES, CA
HRIS INSURANCE SERVICES - LOS ANGELES, CA
Los Angeles, California
HRIS Insurance Services is a leading authority on health insurance and employee benefits with over 20+ years of industry experience. Over the past several years HRIS has seen tremendous growth in by offering expert ACA guidance, establishing online enrollment for all clients, and providing exceptional service. The agency now has clients in 23 states. HRIS has a 360-degree view of insurance and employee benefits with experience in practically every aspect of the industry. We pride ourselves on service, knowledge, technology and solution based consulting for companies of all sizes. Many of our customers experience the same issues as Fortune 500 companies, but lack Fortune 500 resources to handle them. As a result, HRIS has sourced the most innovative, technology driven solutions to improve process and retain the best talent.
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LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
Valencia, California
LBW is an independent, family owned, agency based in Northern Los Angeles County. We pride ourselves on the value we bring to our clients. As a team of experienced professionals, we don't just write policies. We craft individual insurance and financial strategies to match the unique needs and goals of each company we serve. CA Insurance License # 0785905 Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors. LBW, PFG Advisors, and Securities America are separate entities.
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J HERNANDEZ & COMPANY - OXNARD, CA
J HERNANDEZ & COMPANY - OXNARD, CA
Ventura, California
Empty description.
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HUB INTERNATIONAL - SANTA MARIA, CA
HUB INTERNATIONAL - SANTA MARIA, CA
Santa Barbara, California
HUB International is a national insurance broker with an office based in Santa Barbara, California. With a wide range of experience and expertise, HUB International serves clients across various industries and client sizes, including large, midsize, and small employers. While some customers have shared lower reviews, it presents an opportunity to evaluate potential partners. One notable example of their work in the Santa Barbara office is their collaboration with Galpin Motors, an employer in the automobile dealers industry. HUB International worked closely with Galpin Motors' HR and finance team to establish a tailored self-funding arrangement, along with an HMO plan, PPO plan, pharmacy benefit management (PBM), and drug plan designed specifically to meet the unique needs of their 1000 members. In terms of their market presence, HUB International ranks among the top brokerages in Santa Maria, CA, boasting one of the highest M Scores achievable. Their exceptional expertise spans various industries, including information, employment services, healthcare, and social assistance. The Santa Barbara office of HUB International serves a wide range of clients across multiple states, including Nebraska, California, Louisiana, Ohio, Mississippi, Colorado, Florida, Utah, Iowa, Massachusetts, New York, South Carolina, Maine, Wisconsin, New Mexico, Arkansas, North Carolina, Georgia, Oklahoma, Nevada, Illinois, New Hampshire, Arizona, and Minnesota. Some of their notable employer clients include Accutrans LLC, Associated Grocers, Inc., Behlen Mfg Co, and Boh Company, L.L.C. While it's important to consider the feedback from customers who have expressed lower satisfaction, HUB International's extensive experience working with self-funded clients, expertise in HMO and PPO plan design, and their ability to carve out drug and pharmacy plans set them apart from other brokers in the market.
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UNITED AGENCIES INC. - MISSION HILLS, CA
UNITED AGENCIES INC. - MISSION HILLS, CA
Mission Hills, California
For over 50 years, United Insurance Agencies has taken to heart the families and the businesses we protect. We are driven by a desire to transform mundane work into meaningful interaction; to change the casualty of disaster into comfort during crisis. In daily business we serve our customers with integrity and responsibility, our coworkers with equity and equality, our carriers with honor and respect, and our communities with charity and caring. To speak with a representative about who we are, or about your insurance needs, contact us for assistance. We are happy to help!
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PATRIOT GROWTH INSURANCE SERVICES - OXNARD, CA
PATRIOT GROWTH INSURANCE SERVICES - OXNARD, CA
Westlake Village, California
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.
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HUB INTERNATIONAL - VENTURA, CA
HUB INTERNATIONAL - VENTURA, CA
Ventura, California
HUB International Limited is a public multinational corporation that distributes property and casualty, life and health, employee benefits, investment and risk management products. Headquartered in Chicago, Illinois, HUB International has offices in the US and in many other countries. HUB has a M Score of 5 in Ventura due to a wide range of experience and positive customer feedback.
POMS - LOS ANGELES, CA
POMS - LOS ANGELES, CA
Woodland Hills, California
POMS is a reputable local insurance consultant based in Los Angeles, California. Known for their wide range of experience and expertise, they specialize in serving clients of all sizes, including large, midsize, and small employers across various industries and locations. A notable example of their work in Los Angeles is their partnership with Los Cabos Mexican Foods, an employer in the food manufacturing industry with 80 members. POMS collaborated closely with their HR and finance team to establish a tailored self-funding arrangement, along with an HMO plan, PPO plan, PBM, and drug plan designed specifically to meet the unique needs of their members. With a strong track record in working with self-funded employers, HMOs, and PPOs, POMS ensures that their clients receive customized solutions that best meet their requirements. They also possess significant experience working with PBMs and other specific pharmacy providers, ensuring comprehensive coverage for their clients. POMS serves a diverse range of clients, including Ampla Health, Children's Law Center of California, Heritage Land Co., and M & M Management Co., among others. Their client base extends beyond California, reaching New York, Ohio, and Missouri, showcasing their ability to serve clients across multiple states. While POMS boasts a high M Score, indicating their exceptional expertise and experience, it's worth noting that they have received some lower reviews from customers. As you evaluate potential partners, it may be essential to explore these feedback areas further. With their strong expertise in the health care and social assistance industry, as well as individual and family services, POMS provides reliable guidance and support to clients seeking comprehensive insurance solutions. They are dedicated to delivering exceptional service and addressing the unique needs of each client they serve.
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MEGAN INSURANCE - LOS ANGELES, CA
MEGAN INSURANCE - LOS ANGELES, CA
Agoura Hills, California
Megan Insurance is a reputable local insurance broker headquartered in Agoura Hills, California. With a strong focus on serving clients throughout the state, Megan Insurance has gained recognition for their exceptional insurance services. Their commitment to customer satisfaction and expertise sets them apart in the industry. A noteworthy example of their success at the Agoura Hills office is their partnership with Tricom Management, Inc., a prominent employer in the activities related to real estate industry. Megan Insurance worked closely with Tricom Management's HR and finance team to develop a comprehensive insurance package, including a customized HMO plan, PPO plan, PBM, and drug plan. These tailored solutions address the unique needs of Tricom Management's 190 members, ensuring their employees receive optimal coverage. In addition to Tricom Management, Megan Insurance serves other esteemed employer clients such as Banc Of California and People Assisting The Homeless. This diverse clientele showcases Megan Insurance's ability to cater to the insurance needs of large and midsize employers across various industries. With their deep-rooted expertise in working with HMOs and clients, Megan Insurance excels at providing comprehensive coverage that best meets their clients' needs. Their experience in collaborating with pharmacy benefit managers (PBMs) and other specific pharmacy providers further enhances their ability to deliver tailored insurance solutions. Megan Insurance's office in Agoura Hills allows them to effectively serve clients throughout California. Their wide range of experience and expertise across different client sizes and industries has earned them a strong reputation, as reflected in their positive M Score. Megan Insurance stands out for their commitment to delivering exceptional service and their expertise in activities related to real estate, relief services, and depository credit intermediation industries.
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GUTTMAN FINANCIAL PLANNING - LOS ANGELES, CA
GUTTMAN FINANCIAL PLANNING - 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.
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