Advisors near Bear, Delaware

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ALERA GROUP - LANCASTER, PA

Lancaster, Pennsylvania

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

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THE PETERMAN GROUP - PHILADELPHIA, PA

Montgomeryville, Pennsylvania

The Peterman Group combines years of experience with leading-edge products to provide exceptional service and value to our customers. Our product offering includes insurance products and risk management services for commercial property, casualty, and marine; specialty coverages; surety; and employee benefits, including health, life, disability, and payroll deduction personal lines programs. Headquartered in Montgomeryville, PA we think globally but act locally, with personal services designed specifically for each individual client. The Peterman Group shares information and resources with national networks of brokers to ensure we can meet your every need, and find answers to your questions quickly and efficiently.

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AON RISK SERVICES - ATLANTIC CITY, NJ

Hammonton, New Jersey

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.

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MARSH MCLENNAN AGENCY - PHILADELPHIA, PA

Conshohocken, Pennsylvania

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.

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CREATIVE BENEFITS, INC. - PHILADELPHIA, PA

Newtown Square, Pennsylvania

Creative Benefits, Inc. is a trusted employee benefits consulting and brokerage firm with offices in Newtown Square and Kingston, Pennsylvania. We support small, mid-sized, and large employers in the tri-state area and nationwide to deliver customized, strategic employee benefits solutions. Our core values—commitment, collaboration, client-focused, and compassion—guide every client relationship and drive our approach to meaningful, long-term partnerships. Our Mission It is our mission to establish enduring partnerships with our clients and their employees by building strategic, innovative, and optimal employee benefit programs that meet the needs of each organization. What We Do We design and tailor employee benefits programs to meet and support your organization’s unique needs. Our expertise covers medical, prescription, dental, vision, life insurance, short- and long-term disability, accidental death & dismemberment, supplemental life, voluntary benefits, as well as health savings accounts (HSA), flexible spending accounts (FSA), health reimbursement accounts (HRA), Section 125 plans and long-term care. What Makes Us Different We know that benefits can be confusing—we act as an extension of our client’s HR to assist with the intricacies of employee benefits strategies, benefits administration, and employee inquiries. What To Do Next Put our experience and strategic vision to work for your company. We’ll help you navigate the often-confusing, ever-changing healthcare industry and cultivate a program that best fits your company’s needs. Contact us today at [email protected] or 866.306.0200.

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KATZ/PIERZ - PHILADELPHIA, PA

Cherry Hill, New Jersey

World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business.

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USI INSURANCE SERVICES - PHILADELPHIA, PA

Newtown Square, Pennsylvania

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

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HARDING-YOST INSURANCE ASSOCIATES - LANCASTER, PA

Denver, Pennsylvania

Harding-Yost Insurance operates as a full-service independent agency servicing clients across Pennsylvania and the surrounding states. We have access to over 100 carriers for your Commercial, Employee Benefits and Personal Insurance needs.

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DOYLE ALLIANCE GROUP, INC - PHILADELPHIA, PA

King Of Prussia, Pennsylvania

Doyle Alliance Group is an employee benefits brokerage & consulting firm that impacts the way employers deliver health benefits to their employees. As an Acrisure Agency Partner, we continuously bring a multitude of best-in-class resources to our clients. Services we offer include: Strategic Benefits Planning Financial Analysis Cost Containment Benefits Compliance Alternative Funding Pharmacy Management Group Medical Captives Let's discuss your company's health benefits needs. Bring us your questions. We're ready to talk about our ideas and design a program that works for you.

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LINCOLN INVESTMENT PLANNING - PHILADELPHIA, PA

Ft. Washington, Pennsylvania

As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of independent financial professionals and an extensive array of carefully selected investment choices. With 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 billion in assets. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies. http://www.facebook.com/LincolnInvestment https://twitter.com/LincolnInvest www.lincolninvestment.com http://www.jobs.net/jobs/lincolninvestment

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LINCOLN INVESTMENT PLANNING - PHILADELPHIA, PA

Ft. Washington, Pennsylvania

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TRIBEN INSURANCE SOLUTIONS - PHILADELPHIA, PA

Media, Pennsylvania

TriBen is now managing over 200,000 aggregate employee lives and dependents. We continue to grow and open eyes across the country. We are very grateful to our faithful broker partners, carrier partners and customers. Thank you all! Operating and licensed in over 40 states! TriBen is an insurance and business services consulting firm, located in Southeastern Pennsylvania. TriBen provides employee benefits consulting services for businesses of all size. Disability ~ Life ~ Voluntary Benefits TriBen Insurance Solutions is a niche insurance consulting firm bringing a "needs based" integrated benefits approach to our customers. Recognizing a void in the marketplace, TriBen's dedicated attention to Disability Insurance, Life Insurance and Voluntary Benefits will result in creative and innovative product solutions, which are often overlooked by traditional medical brokers. There are Savings in Specialization! TriBen Insurance Solutions will negotiate on behalf of our customers and leverage their "buying power" and our economies of scale to provide them and their employees with the most comprehensive coverage, at the most competitive pricing. TriBen Insurance Solutions has relationships with leading insurance carriers and our ability to underwrite, negotiate and implement Disability, Life and Voluntary Benefit programs is unparalleled in the industry today. Our award winning and nationally recognized Benefits Consultants are ready to serve you and your employees!

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L & W INSURANCE - DOVER, DE

Dover, Delaware

Our passion is protecting what matters most to you. L&W Insurance is committed to meeting your insurance needs, while exceeding your expectations for service. We’re ready to partner with you. #PartnersInProtection L&W Insurance was founded as an independent agency in 1932 by Sal Lobacaro & C. Edgar Wood, as a means for providing insurance to the businesses and residents throughout the state of Delaware. In 1971, Davis Wood took over ownership and laid the foundation for personal service to be at the cornerstone of our success story. In 2005, William Strickland became agency President, solidifying the vision of an agency built on client relationships and immersed in community partnerships. Decades of dedication to our mission have resulted in growth and expansion in both our services and reach. L&W Insurance now operates as one of Delaware’s largest independent agencies, stretching our service area beyond Delaware, into the neighboring states of Maryland, Pennsylvania, New Jersey as well as throughout much of the mid-Atlantic. We contract with regional, national and specialty lines insurance carriers to garner a broad base of options to meet the risk management needs of our clients. Our passion is protecting what matters most to you. L&W’s holistic approach to insurance means we aim to provide coverage for every insurance need that may arise for our clients, whether its commercial, personal, or health benefits.

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