Advisors near Wilmongton, Delaware
Showing 1 - 12 of 205 results
LINCOLN INVESTMENT PLANNING - PHILADELPHIA, PA
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
WADE FINANCIAL - PHILADELPHIA, PA
WADE FINANCIAL - PHILADELPHIA, PA
Chalfont, Pennsylvania
Wades is a financial planning company that thinks differently about money. How? Well, we believe the truth about money is that it’s simply a means to an end. So we concentrate on that end: your aspirations, goals and family security. After we’ve established what you want to get out of life, the money part of the equation really takes care of itself. What we do OUR MANTRA It’s about people, not products. It’s about prudence, not performance. It’s about people attaining and then maintaining the life they want. It’s about families being financially secure. OUR METHODOLOGY We believe that until we really know about our clients’ lives and aspirations we have no right to talk to them about their money. That’s why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt. Our approach has 3 key stages 1. LIFE PLANNING 2. FINANCIAL PLANNING 3. INDEPENDENT FINANCIAL ADVICE
FIRST BUCKS - PHILADELPHIA, PA
FIRST BUCKS - PHILADELPHIA, PA
Langhorne, Pennsylvania
First Bucks, situated in the vibrant city of Philadelphia, PA, stands as a prominent insurance broker with a robust presence in the region. Boasting a sizable office, this branch is a pivotal player within a local brokerage firm, demonstrating a commitment to community engagement and personalized service. With a focus on employer benefits, First Bucks specializes in catering to the unique needs of both local and regional businesses. The team at this Philadelphia location possesses extensive knowledge in the intricacies of medical and ancillary benefits, showcasing their expertise across diverse industries. Noteworthy among their clientele are key players such as Cgfns International in the educational services sector, Metropolitan Veterinary Associates in the offices of health practitioners, and Neuronetics in scientific research and development. These partnerships underscore First Bucks' ability to navigate the nuanced requirements of various industries, making them a trusted choice for employers seeking tailored solutions. With a demonstrated track record of serving midsize employers, First Bucks brings valuable experience to the table. Their proficiency extends beyond mere transactions, reflecting a commitment to fostering long-term relationships and delivering impactful solutions in the dynamic landscape of employee benefits.
HARDENBERGH INSURANCE GROUP - PHILADELPHIA, PA
HARDENBERGH INSURANCE GROUP - PHILADELPHIA, PA
Evesham, New Jersey
Insurance is the business of protecting futures. Whether it’s for individuals or families, a small business or corporation, you want experienced professionals to help you prepare for life’s uncertainties. Hardenbergh Insurance Group offers personal and business insurance, as well as group and individual benefits. Our policies include automobile, homeowners, liability, workers’ compensation, medical and more. A PROUD TRADITION The Hardenbergh Insurance Group has been a family owned and operated company for three generations. In over 60 years of business in the Delaware Valley we have focused on insuring futures of both business and families. The tradition and culture created in 1954 still continues today. OUR MOST IMPORTANT ASSET At Hardenbergh we use our 60 years of experience in the insurance industry and leading-edge technology to provide a strategic plan to best meet the needs of our clients. Our staff expertise extends to all varieties of insurance coverages and allows us to keep pace in this continually evolving industry. Our unique culture has enabled us to quickly adapt our services to satisfy our customers. A SUPERIOR LEVEL OF SERVICE Our agency provides the best solutions for your insurance and risk management planning. We utilize the industry’s top providers, and our dedicated staff creates cost effective, tailored service plans to protect your families and your financial and business goals. We are proactive for you, year round, which is the best strategy for your success.
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NATIONALHR RBN ASSOCIATES - PHILADELPHIA, PA
NATIONALHR RBN ASSOCIATES - PHILADELPHIA, PA
Cherry Hill, New Jersey
HR and benefits don't have to be so hard. NationalHR’s human capital solutions sync payroll, benefits administration, HR, and compliance, delivering ease, automation, and savings to companies big and small. Ask about our innovative health benefits buying model, bringing cost relief to businesses of every size and sector. Headquartered in Marlton, New Jersey, NationalHR has served private and publicly held businesses and non-profit organizations since 1980. Through 35+ years of industry experience and research, we identified areas that drag companies down, and developed a full suite of data-driven, scalable, and timely solutions. We're so certain that robust bottom lines, compliance, and employee well-being can co-exist, we literally built a business that depends on it!
RISK STRATEGIES - PHILADELPHIA, PA
RISK STRATEGIES - PHILADELPHIA, PA
Wayne, Pennsylvania
At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.
MCGRIFF - PHILADELPHIA, PA
MCGRIFF - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best. For more than a century, we’ve relied on expertise, resources, and relationships to deliver insurance and risk management solutions focused on our clients’ priorities and what they value most. McGriff is a Marsh & McLennan Agency LLC Company. Our solutions include commercial property and casualty, corporate bonding and surety, cyber, executive risk, management and professional liability, captives and alternative risk transfer programs, employee benefits, small business and personal lines insurance. Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles: Integrity: We do what we say, every single time. Determination: We relentlessly pursue success on your behalf. Passion: We are specialists in our field driven to serve you. Collaboration: We build strong relationships with teammates, partners, and you to create the best solutions. The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path. Join the thousands of businesses, organizations and individuals across the country who choose McGriff, a firm dedicated to building long-term relationships and helping protect your most valuable assets. With McGriff, you’ll never have to settle for less.
THE BEACON GROUP OF COMPANIES - PHILADELPHIA, PA
THE BEACON GROUP OF COMPANIES - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
The Beacon Group of Companies, based in Philadelphia, PA, commands a significant presence as a larger office, distinguished by its expertise in providing comprehensive benefit solutions. With a proven track record of working with self-funded clients, this office is adept at supporting the unique needs of local and regional employers across various industries. Notable among their top customers are Pei-Genesis in the semiconductor and electronic component manufacturing industry and Sage Senior Living in residential building construction. These collaborations underscore The Beacon Group's commitment to tailoring benefit packages to the specific demands of diverse sectors, managing benefits for 310+ and 340+ participants, respectively. With a keen focus on the residential building construction industry, The Beacon Group exhibits great expertise in understanding and addressing the challenges faced by businesses in this sector. As part of a local brokerage firm, this office in Philadelphia is deeply integrated into the community, offering a personalized approach to client service. Demonstrating versatility, The Beacon Group has showcased its experience with midsize employers, further reinforcing its ability to navigate the nuances of businesses of varying scales. As a reliable partner for employers seeking tailored and effective benefit solutions, The Beacon Group of Companies stands out in the dynamic landscape of insurance brokerage.
BROKERAGE CONCEPTS - PHILADELPHIA, PA
BROKERAGE CONCEPTS - PHILADELPHIA, PA
Bjue Bell, Pennsylvania
HealthNow Administrative Services (HNAS) is a national administrator of custom-designed insured employee benefit programs. HNAS provides employee benefit solutions integrated with administrative and claims services. We specialize in Third Party Administration (TPA) and partner services, self-funded health insurance, and consumer driven health care plans as well as health management solutions.
BUCKINGHAM - PHILADELPHIA, PA
BUCKINGHAM - PHILADELPHIA, PA
Doylestown, Pennsylvania
Buckingham Insurance Brokers, situated in Philadelphia, PA, distinguishes itself with its profound expertise in catering to local and regional employers, primarily focusing on medical and ancillary benefits. This office, being an integral part of a local brokerage firm, brings a personalized touch to its services, underpinned by a deep understanding of the unique needs of the regional market. Their proficiency is particularly notable in the industries of beer, wine, and distilled alcoholic beverage merchant wholesalers, where they have established a strong reputation. This expertise is evidenced by their work with prominent clients such as the Wine and Liquor Salesmen of New Jersey Local No 19D Welfare Fund. This client, rooted in the New York alcoholic beverage wholesaling industry, benefits from Buckingham's tailored services for its 370+ participants, ensuring their specific industry needs are met with precision. Additionally, Buckingham's prowess extends to the healthcare sector, demonstrated by their successful partnership with the United Health and Welfare Fund. Based in New Jersey and operating within the ambulatory health care services industry, this client entrusts Buckingham to manage the benefits of its 110+ participants. This collaboration highlights Buckingham's capacity to handle complex benefit requirements in the healthcare industry, further solidifying their position as a versatile and reliable insurance broker. Overall, Buckingham's Philadelphia location stands out for its specialized focus on industries such as alcoholic beverage wholesaling and healthcare, coupled with its local market expertise. This makes them an ideal choice for employers seeking a knowledgeable and regionally-focused insurance broker.