Advisors near Beacon Falls, Connecticut
Showing 49 - 60 of 345 results
PRO INSURANCE AGENCY, INC - NEW YORK, NY
PRO INSURANCE AGENCY, INC - NEW YORK, NY
Setauket- East Setauket, New York
Pro Insurance Agency, Inc's New York, NY location stands out as a robust hub within their network, showcasing a considerable footprint in the insurance brokerage landscape. Operating from a larger office, the team possesses extensive knowledge of the local and regional employer landscape, specializing in tailoring comprehensive medical and ancillary benefits packages. One of their notable strengths lies in their expertise across diverse industries, with a focus on pharmaceutical and medicine manufacturing, as evidenced by their successful partnerships with key players like Bli International. Furthermore, their proficiency extends to the architectural, engineering, and related services sector, exemplified by their collaboration with Premier Infrastructure & Energy, a company boasting 180+ participants. Noteworthy is Pro Insurance Agency, Inc's dedication to catering to businesses of varying sizes, showcasing adeptness in serving midsize and small employers alike. Their demonstrated track record with entities such as Friendly's Restaurants Co in Texas, with a substantial workforce of 680+, attests to their ability to navigate the unique challenges of the restaurants and eating places industry. As a crucial component of a local brokerage firm, this office leverages collective expertise and resources to provide tailored solutions. Their commitment to understanding the intricacies of different industries positions them as a valuable partner for employers seeking comprehensive and customized insurance solutions in the competitive landscape of New York, NY.
EKA PLANNING SERVICES - NEW YORK, NY
EKA PLANNING SERVICES - NEW YORK, NY
Huntington, New York
As demographic, economic, and political landscapes shift, it has become increasingly important to prepare for the unexpected. Our mission is to provide our clients with a personalized evaluation of their current insurance needs.
THE BALDWIN GROUP - HARTFORD, CT
THE BALDWIN GROUP - HARTFORD, CT
Farmington, Connecticut
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
TZEDAKAH HOUSE LLC - NEW HAVEN, CT
TZEDAKAH HOUSE LLC - NEW HAVEN, CT
Woodbridge, Connecticut
Tzedakah House LLC, based in New Haven, CT, is a prominent insurance broker with a larger office, specializing in comprehensive solutions for employer benefits. Their substantial expertise in medical and ancillary benefits positions them as a trusted partner for both local and regional employers. Noteworthy clients such as Braxton Manufacturing Co in the machine shops; turned product; and screw, nut, and bolt manufacturing industry with 190+ participants, and Tower Laboratories in the pharmaceutical and medicine manufacturing sector with 270+ participants, underscore their proficiency in diverse industries. Operating within the thriving business community of New Haven, Tzedakah House LLC seamlessly combines local insights with industry-specific knowledge. Their demonstrated experience across pharmaceutical and medicine manufacturing, as well as machine shops; turned product; and screw, nut, and bolt manufacturing industries, showcases a versatile skill set to address the unique needs of businesses in these sectors. As part of a local brokerage firm, Tzedakah House LLC brings the advantages of regional familiarity and a client-centric approach. Their demonstrated experience with midsize employers further emphasizes their ability to tailor benefits solutions effectively, making them a strategic partner for businesses in New Haven, CT, seeking comprehensive and customized insurance options.
MERIDIAN BENEFITS CONSULTING GROUP - NEW YORK, NY
MERIDIAN BENEFITS CONSULTING GROUP - NEW YORK, NY
Croton Falls, New York
Meridian Benefits Consulting Employee Benefits team relies on the technology tools, detailed plan design analysis, up to the minute market knowledge and practical experience to provide our clients with cost effective benefits management. You can be confident of our expertise in all aspects of fully insured and self-funded plans. Our clients range from entrepreneurial growth start-ups, manufacturing firms, software consultants to multi-location publicly held corporations and prominent cultural and educational institutions, both for profit and not for profit. Meridian Benefits Consulting combines market savvy, long term relationships and a technically superior staff of experienced benefits professionals to provide our clients with a broad range of resources.
BLUE BACK SQUARE - HARTFORD, CT
BLUE BACK SQUARE - HARTFORD, CT
Glastonbury, Connecticut
We see your employee benefit program as an investment asset that can be leveraged to generate measurable value. Our thinking and approach aligns your company objectives with the needs and wellness of your employees and their families. To do so, we're shifting from the endless search for lower-cost health benefit plans to an innovative approach that steers clear of increased employee contributions. We are reducing costs by focusing on the factors that drive it. Blue Back develops, implements and manages strategic programs that reduce or eliminate cost drivers while adding sustainable value. That’s the Blue Back difference.
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QUANTUM FINANCIAL STRATEGIES - NEW YORK, NY
QUANTUM FINANCIAL STRATEGIES - NEW YORK, NY
Mount Kisco, New York
Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance, drive growth, and deliver shareholder value. Backed with 25 years of Finance and Business Intelligence advisory, Quantum FBI knows how to lead a business through transformation while streamlining and solving growth blocks and inefficiencies. ____ Many early stage and middle market companies leave untold sums of time and money on the table from unrealized financial and operational opportunities. ✱ Do you have true financial visibility into every aspect of your business? ✱ How about access to the insights critical to growing your business? Visit www.QuantumFBI.com to learn more and book a free 30-minute consultation. Through expert financial advisory, we enable our clients to achieve financial clarity, drive growth, amplify performance, and deliver shareholder value. ___ CFOs are in the midst of an evolution that is happening at a radical pace in a market that is shifting and changing daily. Sounds dramatic because its impact is dramatic. Quantum FBI enables CFOs to make this shift and transform the Finance operation for long-term gain while meeting short-term demands and solving immediate challenges. We solve inefficient and ineffective finance operations and leverage strategic value from finance disciplines, could-based solutions, business intelligence, and data analytics resulting in complete transformation of the finance function. It is our unique value and how we help you. We serve the office of the CFO. __ Join us on our mission: We’re on a mission to transform finance in a big way. Transform how Executives view and utilize the finance department and teams. Transform what finance and accounting teams deliver, and how it is delivered. And transform the results into powerful business insights and breakthroughs.
PROFILE BENEFITS, INC. - NEW YORK, NY
PROFILE BENEFITS, INC. - NEW YORK, NY
Melville, New York
Profile Benefits, Inc., located in the bustling heart of New York, NY, boasts a sizable office committed to delivering top-notch insurance brokerage services. With a keen focus on employer benefits, this larger office is adept at catering to the needs of both local and regional employers, specializing in comprehensive medical and ancillary benefits solutions. Distinguishing itself through extensive industry expertise, Profile Benefits, Inc. has successfully served an array of prominent clients. Noteworthy examples include the Association for Mental Health & Wellness, a significant player in the religious, grantmaking, civic, professional, and similar organizations sector, boasting over 100 participants. Likewise, the firm has provided tailored solutions for East End Disability Associates in the individual and family services industry, accommodating a substantial workforce of 160+ participants. The Economic Opportunity Commission of Nassau County, with 130+ participants, is another testament to Profile Benefits, Inc.'s prowess in the religious, grantmaking, civic, professional, and similar organizations industry. Operating within the intricate landscapes of religious, grantmaking, civic, professional, and similar organizations, individual and family services, and architectural, engineering, and related services industries, this local brokerage firm excels in tailoring insurance solutions to meet diverse employer needs. Bolstered by significant experience in serving midsize employers, Profile Benefits, Inc. positions itself as a reliable partner in navigating the complex landscape of employee benefits.
EMPLOYER - FMA BENEFITS - NEW YORK, NY
EMPLOYER - FMA BENEFITS - NEW YORK, NY
Woodbury, New York
Provider of Employee Benefits Solutions Through innovation, forward thinking technology and personalized customer service care, we build partnerships with our clients and bring them lasting value. An Acrisure Partner
KEEFE CONSULTING - NEW YORK, NY
KEEFE CONSULTING - NEW YORK, NY
Huntington, New York
Keefe Consulting's New York, NY location stands out as a premier insurance broker, specializing in comprehensive solutions for local and regional employers. With a sharp focus on medical and ancillary benefits, this office boasts a wealth of expertise in tailoring insurance and employee benefit packages to meet the unique needs of diverse businesses. The team at Keefe Consulting has demonstrated their proficiency through successful partnerships with prominent clients, including the Board of Trustees Iuoe Local 138 Welfare Fund in the insurance and employee benefit funds industry. Notably, this fund, based in NY and comprising over 790 participants, attests to Keefe Consulting's ability to navigate and excel within the intricacies of employee benefit management. What sets this office apart is not only its commitment to excellence in the insurance and employee benefit funds industries but also its local roots as part of a well-established brokerage firm. This affiliation ensures a nuanced understanding of the regional landscape, allowing Keefe Consulting to provide tailored solutions that align with the unique challenges and opportunities faced by businesses in the New York area. Employer benefits buyers evaluating Keefe Consulting's New York office can expect a partner with proven expertise, a client-centric approach, and a strong foundation within the local brokerage community.
EP6IX - NEW HAVEN, CT
EP6IX - NEW HAVEN, CT
Milford, Connecticut
Agnostic to both carriers and enrollment platforms, Ep6ix brings a unique set of processes and partnerships to execute virtual core enrollments in a way that provides full transparency, consistency, and accountability to all stakeholders. We bring: - A virtual enrollment application for communication, scheduling, screen share meetings to maximize employee engagement. - The best Benefit Counselors in the industry - all Ep6ix counselors go through an intensive 4 week 8 module training on core benefits with an average tenure of 8 years in worksite benefits - Development of a custom communication plan using mobile-enabled tools and any combination of call center and virtual screen share meeting/consult options - Execution and Experience – 15 years of executing core enrollments Key partnerships including TPAs, Technology, Compliance, Billing Solutions, and many others
HOTALING INSURANCE SERVICES - NEW YORK, NY
HOTALING INSURANCE SERVICES - NEW YORK, NY
Melville, New York
Hotaling Insurance Services is a full-service independent risk management family office that represents its clients to the insurance industry through strategizing and leveraging each insurance carrier for clients to have the most efficient coverage and strategy. Hotaling Insurance Services is equipped to create strong, diversified, and strategic plans that perfectly fit the needs of each individual, family, or business, no matter how simple or complex the client’s needs may be. With over 20 years of experience, Hotaling Insurance Services has a very deep understanding of the insurance industry. Our firm thoroughly understands that each person has a unique situation and we pride ourselves on being able to create customized programs and strategies that meet their individual needs. Hotaling Insurance Services has been able to build and maintain a diverse client base thanks to our focus on customer service and satisfaction, diligence in every aspect of our work, and dedication to forming strong relationships with all of our clients.