Advisors near New Jersey
Showing 1 - 12 of 143 results
NJ GROUP SERVICES - NEW YORK, NY
NJ GROUP SERVICES - NEW YORK, NY
Edison, New Jersey
NJ Group Services is a trusted partner for comprehensive insurance solutions. We specialize in tailoring insurance packages to fit the needs of businesses, employees, and individuals alike. Whether you're a small startup, a large corporation, or a personal consumer, NJ Group Services is here to cater to all your insurance needs. We pride ourselves on delivering streamlined experiences, ensuring that you can focus on what matters most---your success. We offer customized employee benefit plans, personal insurance, commercial insurance, 401ks, compliance, and so much more. Make sure to contact our team or visit our website to learn more.
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.
ADVANTAGE HEALTHCARE PLANNING - NEW YORK, NY
ADVANTAGE HEALTHCARE PLANNING - NEW YORK, NY
Spring Lake, New Jersey
Advantage Healthcare Planning, based in New York, NY, stands out as a reputable insurance broker with a specific focus on serving local and regional employers. They are recognized for their expertise in medical and ancillary benefits, catering to the unique needs of midsize employers. Their proficiency is particularly notable in industries such as educational services, foundries, and motor vehicle and motor vehicle parts and supplies merchant wholesalers. A notable aspect of their service is the diverse range of industries they cover. For instance, they have successfully partnered with Auto Mall 46, a prominent player in the motor vehicle and parts supplies merchant wholesalers industry located in New Jersey. This collaboration involves managing benefits for over 440 participants, showcasing their capability to handle large-scale operations. Similarly, their expertise extends to the educational services industry, where they have effectively served The Community School in New Jersey, catering to 100+ participants. Their proficiency is further exemplified in their work with Mcwane, based in the foundries industry in Alabama, managing benefits for 160+ participants. As part of a local brokerage firm, Advantage Healthcare Planning brings a personalized and tailored approach to their services. This local grounding ensures a deeper understanding of the specific requirements and challenges faced by regional employers. Their demonstrated experience with midsize employers highlights their ability to provide customized solutions that align with the specific needs and objectives of each client. Their deep industry knowledge and local expertise make them a valuable partner for employers seeking comprehensive and tailored insurance solutions.
JS BENEFITS GROUP - PHILADELPHIA, PA
JS BENEFITS GROUP - PHILADELPHIA, PA
Newtown, Pennsylvania
JS Benefits Group is all things Employee Benefits! We are a thriving Employee Benefit and HR consultancy, employing a stellar team of professionals and also working with more than 30 of the nation’s top carriers. We work with employers in the Mid-Atlantic region of the US, having anywhere from 30 to 30,000 employees. We offer the following Group Benefits and HR Consulting services: Group Health, Life, Dental, Vision, Disability, Voluntary Benefits, Turn-Key Wellness Programs, Executive Benefits, HR Consulting, Healthcare Reform and other compliance services. With more than 25 years of experience, JS Benefits Group operates on a set of core principals instilled into the company’s overall philosophy. -Superior customer service which is reflected in a high degree of customer retention of our 900+ clients. -Strategic partnerships that strive to fully understand our clients’ needs and be a valuable extension of their HR and Benefits departments. -Experienced proactive approach helps us to save clients time and money in delivering a customized program that is compliant with all regulatory requirements, while maximizing the return on their investment. -Cutting-edge technology designed to simplify and ease the management of employee benefits, in addition to enhancing the employee user experience. We’d love to meet with your company today to show you what we can do for you!
CAPSTONE - NEW YORK, NY
CAPSTONE - NEW YORK, NY
Toms River, New Jersey
Capstone is a global, alternative investment management firm operating across a broad range of derivatives-based strategies with a deep understanding of volatility. With approximately $11.3 billion of AUM and 293 employees (as of February 29, 2024), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Hong Kong, Los Angeles, Stamford, and Boston. Through strategic insight, market-leading expertise and advanced technology, we seek to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team and industry.
BENERATION - PHILADELPHIA, PA
BENERATION - PHILADELPHIA, PA
Philadelphia, Pennsylvania
Beneration helps companies of all sizes manage their employee and benefit data – with the ultimate goal of making the HR and benefits experience flawless. Our proprietary VerifiaBill system helps ensure that companies will never pay an incorrect invoice again. VerifiaBill accurately identifies every billing error on every invoice – whether you have 5 employees or 5,000. Beneration allows HR departments to spend more time focusing on their people and less time on tedious and repetitive processes. Learn more about our invoice consolidation and auditing solutions at beneration.com.
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
BENTEC INSURANCE AGENCY - NEW YORK, NY
BENTEC INSURANCE AGENCY - NEW YORK, NY
Iselin, New Jersey
BenTec Insurance is a full service agency providing all types of insurance. Whether it is Auto, Home, Life, Health, or Commercial. Our agency can give you or your business the "Power of Options" and the best customer service.
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CBSI - TRENTON, NJ
CBSI - TRENTON, NJ
Hightstown, New Jersey
CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.
NJHA HEALTHCARE BUSINESS SOLUTIONS - TRENTON, NJ
NJHA HEALTHCARE BUSINESS SOLUTIONS - TRENTON, NJ
Princeton, New Jersey
NJHA Healthcare Business Solutions (NJHA HBS) helps healthcare organizations manage their supply and operations costs by providing access to an exceptional portfolio of high-quality contracts, benefits and consultative services - without membership fees or mandatory compliance levels. By fostering a collaborative partnership with our customers, NJHA's experienced staff helps members choose solutions that best fit their customers'​ unique needs. Our Health Information Services (HIS) division has been the trusted advocate for HIM professionals for three decades and is committed to helping them achieve excellence in their demanding and changing roles. From backlog coding, data quality reviews, and interim management NJHA HBS is the premier HIM consulting company with unparalleled expertise. Specialties: HIM Consulting; Coding Services; ICD-10 Education Programs (Coder/Billing/Physician); ICD-10 Readiness Assessments; HIM Interim Management and Operational Assessments; RAC Tracking Software – AUDIT Trax. Website: www.NJHAIS.com Website: www.njha.com/business-services/