Advisors near Lawrenceville, New Jersey
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JOMAR AGENCY - NEW YORK, NY
JOMAR AGENCY - NEW YORK, NY
West Orange, New Jersey
Nestled in the bustling streets of New York City, Jomar Agency stands as a beacon of expertise in navigating the intricate landscape of employee benefits. With a keen focus on serving self-funded employers, they bring a tailored approach to each client interaction, understanding that no two organizations are alike. Led by a team of seasoned professionals, Jomar Agency prides itself on its deep-rooted understanding of the complexities within the realm of employee benefits. Their track record speaks volumes, with notable clients such as RWJBARNABAS HEALTH and PRINCETON HEALTHCARE SYSTEM placing their trust in Jomar's adept guidance. Beyond their impressive client portfolio, what sets Jomar Agency apart is their unwavering commitment to delivering personalized solutions. They recognize the evolving needs of businesses in today's dynamic landscape and are dedicated to staying ahead of the curve, ensuring their clients remain well-equipped for whatever challenges lie ahead. In the heart of the Big Apple, Jomar Agency stands tall as a reliable ally for businesses seeking comprehensive, customized employee benefit solutions. With their blend of experience, expertise, and a client-centric approach, they continue to set the standard for excellence in the industry.
CBIZ - NEW YORK, NY
CBIZ - NEW YORK, NY
Manasquan, New Jersey
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
LHUI - NEW YORK, NY
LHUI - NEW YORK, NY
New York, New York
After quietly taking care of employee benefits for some of the most respected companies in the region for 25 years, Life & Health Underwriters now also offers Property & Casualty Insurance, Surety Bonding, and Private Client Services. To reflect our new expanded role, we've changed our name to LHUI.
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
TOTAL PACKAGE PARTNERS - PHILADELPHIA, PA
TOTAL PACKAGE PARTNERS - PHILADELPHIA, PA
Langhorne, Pennsylvania
Based in the vibrant city of Philadelphia, Total Package Partners stands out as a trusted ally for businesses seeking comprehensive employee benefits solutions. With a focus on understanding the unique needs of each client, they tailor their services to deliver the perfect package for both employer and employee satisfaction. Drawing from their experience with self-funded employers, Total Package Partners brings a depth of knowledge and expertise to the table. Their approach is marked by a commitment to staying ahead of industry trends and regulations, ensuring that clients receive the most up-to-date guidance and support. Counting industry giants like ASTRAZENECA PHARMACEUTICALS LP and PRIME THERAPEUTICS LLC among their satisfied clientele, Total Package Partners has earned a reputation for excellence and reliability in the realm of employee benefits brokerage. Whether it's navigating complex insurance landscapes or designing customized benefit plans, businesses can trust Total Package Partners to deliver solutions that truly meet their needs.
ONEDIGITAL - ALLENTOWN, PA
ONEDIGITAL - ALLENTOWN, PA
Allentown, Pennsylvania
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
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