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.

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.

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.

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.

Fontaine McLaren designs affordable health insurance plans and benefit programs that attract and retain top employees. Clients count on us for employee benefit plans that are compliant, current, and cost-effective. Customization We tailor benefits to each employer’s needs and budget. A Multi-Generational Focus Founded in 1983, we are a second-generation agency combining decades of experience with a modern tech-driven focus. Compliance & HR Support Southern California’s leading employers turn to us for expert compliance and HR consulting. We have a deep understanding of the regulatory environment and can provide expert consulting on HR and employee retention. A Higher Level of Service At Fontaine McLaren, we provide a true concierge experience with a get-it-done-today focus. A Stellar Reputation It is no surprise that much of our business comes from referrals. We’ve earned the respect of California’s leading insurance companies and employers.

MT Stuart & Company's Los Angeles, CA office stands out as a prominent player in the insurance brokerage landscape. Operating within a larger office setup, they exhibit a strong focus on serving local and regional employers with a specialization in medical and ancillary benefits. With an impressive track record, MT Stuart & Company has proven expertise in catering to a diverse range of industries. Notable clients, such as Firan Technology Group (USA) Corporation and Pindler & Pindler, showcase their adeptness in the household appliances and electrical and electronic goods merchant wholesalers sectors. These partnerships underscore their ability to provide tailored solutions to businesses, with Firan boasting over 100 participants and Pindler & Pindler with a workforce exceeding 70. As part of a local brokerage firm, MT Stuart & Company leverages its regional connections to offer a personalized touch to clients. Their demonstrated experience with small employers further solidifies their commitment to addressing the unique needs of businesses of varying sizes. The depth of their knowledge spans across the household appliances and electrical and electronic goods merchant wholesalers industries, affirming their versatility in navigating the complexities of employer benefits. For employers seeking a comprehensive and locally-tailored insurance brokerage partner in Los Angeles, MT Stuart & Company emerges as a compelling choice.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

We maintain a highly trained professional staff where product knowledge is our forte. We will maintain the ability to place coverage with most major insurance companies doing business in the western states. We use those markets to arrange coverage for each of our customer's insurable exposures. We won't just promise great service, we will provide it.

Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide. With an extensive network of 250+ locations across 27 states, Leavitt Group's agencies offer a distinctive advantage with local ownership, delivering a personalized and consultative approach to commercial insurance, employee benefits, and personal insurance needs. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve. As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Employee Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

Barkley Risk Management & Insurance is one of the premier risk management consultants and insurance brokers in California. Founded in 1995, Barkley Insurance has evolved into the industry leader as measured by its client retention, quality and integrity of staff, community involvement, carrier relations, and relations in the marketplace. We build relationships that go beyond the transactional level to develop an ideal workplace for our clients and their employees. By designing intelligent coverage structures, employee benefits, safety training, cultural development and proprietary programs we create the ideal risk management strategies for businesses throughout California. We’ve been nominated as one of the Best Places to Work by the Pacific Coast Business Times multiple times and recently won 4th place out of 100 in 2018.

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!