Advisors near Mount Laurel, New Jersey
Showing 1 - 12 of 147 results
THE BALDWIN GROUP - NEW YORK, NY
THE BALDWIN GROUP - NEW YORK, NY
Holmdel, New Jersey
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.
INSURANCE OFFICE OF AMERICA - PHILADELPHIA, PA
INSURANCE OFFICE OF AMERICA - PHILADELPHIA, PA
Cherry Hill, New Jersey
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.
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
BENEFIT CONSULTANTS GROUP - PHILADELPHIA, PA
BENEFIT CONSULTANTS GROUP - PHILADELPHIA, PA
Cherry Hill, New Jersey
The BCG Difference Benefit Consultants Group offers creative retirement plan solutions that will integrate a company’s need for plan design, administration, compliance, and recordkeeping. Our unsurpassed business experience will ensure a retirement plan’s success. Whether you are a business owner, or a financial professional, and you need a retirement plan or specific consulting services, we are the retirement plan provider of choice. Since 1958, our dedicated team of professionals has provided exceptional expertise and service to our clients looking for an employer sponsored retirement plan. We believe in building lasting relationships and providing services that fit the individualized needs of our clients. This belief has been a catalyst of our growth into one of the leading retirement plan providers in the country. We utilize the latest technology in customer workflow, processing, online accessibility, and offer exceptional customer service. Through our open architecture platform, we provide access, without restriction or proprietary requirements, to world-class investment options with over 21,000 mutual funds, ETFs and insurance programs. We offer our clients the expertise to deliver innovative and flexible retirement plan solutions that are second to none. At every level, we are dedicated to your success. Together with our staff of experts and partners, we’re a team with one objective—your success. Call today at 800-524-401k, or visit www.bcgbenefits.com.
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.
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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!
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.
STERLING BENEFITS - PHILADELPHIA, PA
STERLING BENEFITS - PHILADELPHIA, PA
St Davids, Pennsylvania
Sterling Benefits is a premier employee benefits firm dedicated to providing tailored solutions for businesses of all sizes. With over 30 years of experience, we specialize in delivering innovative strategies, exceptional service, and comprehensive support to help our clients navigate the complexities of the benefits landscape. Our team of experts is committed to maintaining competitive pricing, ensuring regulatory compliance, and fostering long-term relationships built on trust and transparency.
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
LOCKTON - PHILADELPHIA, PA
LOCKTON - PHILADELPHIA, PA
Blue Bell, Pennsylvania
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 12,500+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
THE KEYARX GROUP - NEW YORK, NY
THE KEYARX GROUP - NEW YORK, NY
Holmdel, New Jersey
Nestled in the bustling landscape of New York, NY, The Keyarx Group stands as a stalwart ally for employers navigating the intricate realm of benefits. With a robust portfolio and a penchant for addressing the unique needs of diverse businesses, this office is a beacon of experience and expertise in the local and regional insurance arena. The Keyarx Group showcases its proficiency by effectively working with self-funded clients, providing invaluable support to a myriad of local and regional employers. Among their esteemed clientele are industry leaders like Gbg Usa, a wholesale trade agent and broker giant boasting 940+ participants, Millwork Holdings Co in the apparel and notions merchant wholesalers industry with 330+ participants, and Emergency Medicine Specialists SC in the offices of physicians sector with 120+ participants. Their nuanced expertise spans across offices of physicians, apparel, piece goods, and notions merchant wholesalers, as well as wholesale trade agents and brokers industries. As an integral part of the local brokerage fabric, The Keyarx Group's track record of successfully handling the needs of midsize employers further solidifies its standing as a reliable partner in the dynamic landscape of employee benefits.
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