Advisors near Summit, New Jersey
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FIELDSTONE  - NEW YORK, NY
FIELDSTONE - NEW YORK, NY
Mahwah, New Jersey
Fieldstone brings years of global experience in energy and infrastructure. In Africa and emerging economies, our market credibility has allowed us to build a broad investment banking platform serving other sectors as well as directing asset management and principal investments.
INSURAMAX - NEW YORK, NY
INSURAMAX - NEW YORK, NY
New York, New York
Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency. Currently, Insuramax serves the insurance needs of over 5,000 individuals and families, and over 1,000 businesses. Insuramax is a firm that utilizes a unique business model known as the "Risk Reduction Approach and/or Total Benefits Approach". We focus on an elite client group providing long term risk reducing services that will lower their total cost of risk and improve their profitability. As a result of implementing a specifically designed risk reduction plan our client's operations become more attractive to the insurance marketplace.
ROSSITER INSURANCE AGENCY - NEW YORK, NY
ROSSITER INSURANCE AGENCY - NEW YORK, NY
Oyster Bay, New York
Rossiter Insurance Agency: Crafting Health and Financial Solutions Rossiter Insurance Agency, a stalwart of expertise, pioneers innovative health insurance plans and personalized financial strategies. With decades of dedication, the agency excels in both realms. Decades of Excellence: With a lasting legacy, Rossiter is an expert in health insurance and financial planning, nurturing strong client bonds and industry acclaim. Tailored Solutions: Specializing in adaptable health insurance, Rossiter ensures cost-effective coverage through comprehensive client assessments. Personalized Financial Plans: Beyond insurance, Rossiter's personalized financial strategies encompass short-term goals, risk profiles, and investments for enduring financial security. Client-Centric Approach: Clients are paramount; Rossiter's solutions are crafted through deep consultations, fostering trust and meeting individual needs. Industry Leadership: As industry drivers, Rossiter's leaders engage in events, infusing insights into cutting-edge offerings. Ethical Integrity: Ethics define Rossiter's operations, nurturing trust and reliability in all interactions. Empowering Futures: Beyond insurance, Rossiter partners to secure lasting futures, embodying empowerment, innovation, and steadfast support.
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
ROCKVILLE BENEFIT ADVISOR - NEW YORK, NY
ROCKVILLE BENEFIT ADVISOR - NEW YORK, NY
Hewlett, New York
Rockville Benefit Advisor's New York, NY office stands out as a prominent player in the insurance brokerage landscape. Boasting a substantial footprint, this larger office is strategically positioned to cater to the needs of local and regional employers. With a proven track record in handling self-funded clients, they bring a wealth of experience to the table, making them a reliable choice for employer benefits buyers. One of Rockville Benefit Advisor's key strengths lies in their diverse portfolio of clients, including noteworthy names such as Block Institute School, Morris Rothenberg & Son, and Program Development Services. These clients, spanning educational services, miscellaneous durable goods merchant wholesalers, and nursing and residential care facilities industries, exemplify the broker's versatile expertise. Operating as part of a local brokerage firm, Rockville Benefit Advisor's New York, NY office is well-versed in the intricacies of the insurance landscape. Their demonstrated proficiency in working with midsize employers underscores their ability to navigate the unique challenges faced by businesses of this scale. In summary, this office excels in leveraging its extensive experience, local presence, and industry-specific knowledge to provide tailored insurance solutions for employers, making it a strategic choice for those seeking comprehensive and reliable benefit advisory services.
ZEV RETEK - NEW YORK, NY
ZEV RETEK - NEW YORK, NY
Brooklyn, New York
Zev Retek's New York, NY office is a trusted insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, this office has established itself as a valuable resource for local and regional employers. Their expertise in tailoring benefit solutions to meet the unique needs of businesses in the area is unmatched. One of the standout features of Zev Retek's New York office is their impressive client portfolio, which includes B & H Foto & Electronics Corp, a prominent player in the retail trade industry. Serving more than 1980 participants in this sector, Zev Retek has demonstrated its ability to provide tailored benefit solutions that cater to the specific requirements of retail businesses. Their extensive knowledge and experience across retail trade industries make them a go-to choice for employers in this field. What sets this office apart is its affiliation with a local brokerage firm, which enables them to tap into valuable local insights and resources. This local connection strengthens their ability to provide personalized and effective benefit solutions that align with the unique business landscape of New York. For employers seeking comprehensive and customized benefits packages, Zev Retek's New York office is a reliable partner known for its expertise, client-focused approach, and strong track record in the industry.
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