Advisors near New York
Showing 1 - 12 of 285 results
VERTICAL FOX - NEW YORK, NY
VERTICAL FOX - NEW YORK, NY
Huntington, New York
Located in the heart of New York, NY, Vertical Fox's office is a powerhouse in the insurance brokerage arena, specializing in comprehensive employer benefits solutions. With a keen focus on serving local and regional employers, this office boasts exceptional expertise in crafting tailored medical and ancillary benefit packages that meet the unique needs of diverse industries. One of Vertical Fox's standout achievements lies in their collaboration with Mare Island Dry Dock, a prominent player in the ship and boat building industry based in CA. With over 210 participants, this successful partnership showcases the office's prowess in managing benefits for sizable organizations. Vertical Fox's commitment to understanding the nuances of specific industries is evident, as they demonstrate remarkable proficiency across the ship and boat building sector. As an integral part of a respected local brokerage firm, Vertical Fox's New York location leverages its collective knowledge and resources to deliver top-notch services. The team's dedication to staying abreast of industry trends ensures that clients receive cutting-edge solutions to navigate the complexities of the ever-evolving benefits landscape. For employers seeking a reliable partner with a proven track record, Vertical Fox's New York office stands out for its local insight, industry specialization, and commitment to excellence in employee benefits management.
HMS AGENCY, INC. - ALBANY, NY
HMS AGENCY, INC. - ALBANY, NY
Albany, New York
HMS Agency, Inc. is a family-owned and operated full-service insurance agency. We offer expert advice and exceptional service spanning all lines of commercial and personal insurance and a full range of employee benefits. HMS is certified by the New York State Economic Development Corporation as a Women-Owned Business Enterprise (WBE).
EMPLOYER - NEW YORK, NY
EMPLOYER - NEW YORK, NY
Huntington, New York
Provider of Employee Benefits Solutions Through innovation, forward thinking technology and personalized customer service care, we build partnerships with our clients and bring them lasting value. An Acrisure Partner
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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.
POINT GUARD ADVISORS NETWORK - SYRACUSE, NY
POINT GUARD ADVISORS NETWORK - SYRACUSE, NY
Fayetteville, New York
Basketball’s point guard is one of the most recognizable positions in all of sports. The point guard leads the team on the court, recognizing when a play is not working and guides the team in running a new play to adjust to changing conditions. Point Guard was founded to bring together many companies and professionals servicing all aspects of personal and business financial services and to guide our clients to success. We offer our clients access to elite advisors through our nationwide network. The founding members of Point Guard are experienced in helping individuals and businesses to achieve their financial goals. Wealth-Rx is a diversified insurance and investment firm specializing in serving high net worth individuals and businesses. Ashe & Klinetop CPAs are experts in business valuations and complex tax strategies for businesses and individuals. Point Guard was founded to unite these and other professional firms to provide you elite personal and corporate insurance and financial services.
ASSOCIATED EMPLOYEE BENEFITS - NEW YORK, NY
ASSOCIATED EMPLOYEE BENEFITS - NEW YORK, NY
Woodbury, New York
We work hand-in-hand with businesses to precisely design benefits plans that match their needs and drive down costs. With over 50 years of combined experience and unmatched expertise in the ever-changing benefits industry, we make sure our clients have the information and the guidance to make the best choices for their situation, regardless of the carrier or provider. Personal attention for your entire business. Our staff works for you, not for insurance companies or investment funds. Our only job is making your peace of mind easier. Our most important policy is our individual commitment to cover every detail our entire team can think of, not just the ones you already worry about. • Medical • Vision • Dental • Life • Disability • Telemedicine • Accident/critical Illness • Voluntary Benefits • Health Savings Account • E-enrollment • MEDICARE • Compliance Customized solutions. We learn your priorities first. We’ll ask you what is important to you now and what do you hope for the future. Your business commitments may impact your personal choices, and your health concerns may require unique investment strategies. Your retirement goals may shape your current benefits negotiations, or your commercial investments may allow you more freedom in your personal long term care options. Year ‘round care - not just at enrollment. When the unexpected happens, who’s got your back? We are here for you throughout the year. Our team invests in extensive education to follow legislative and commercial issues that can have big impact on your employee benefits any time. We work hard so that you can rely on us to be the experts you need. • New hire education is available when you need it. No need to make your employees wait. • Legislative updates throughout the year for employees and owners. • Employee education is just a phone call or email away!
CONVERGENCE INSURANCE & ADVISORY SE - SYRACUSE, NY
CONVERGENCE INSURANCE & ADVISORY SE - SYRACUSE, NY
Syracuse, New York
Convergence Insurance & Advisory Services, operating out of Syracuse, NY, stands out as a noteworthy local brokerage firm, particularly adept in catering to the specific needs of local and regional employers. Their specialization is prominently seen in their management of medical and ancillary benefits. This expertise has been demonstrated through their successful partnerships with a diverse array of clients in various industries. One of their top clients, Giovanni Food Co, operates in the fruit and vegetable preserving and specialty food manufacturing industry. Convergence has skillfully managed benefits for over 60 participants at Giovanni Food Co, showcasing their ability to handle intricate requirements in this sector. Additionally, their proficiency extends to the depository credit intermediation industry, as evidenced by their collaboration with Pathfinder Bank. Here, they have efficiently overseen benefits for more than 110 participants, underlining their capability to cater to the financial sector's unique needs. Furthermore, Usherwood Business Equipment, active in the professional and commercial equipment and supplies merchant wholesalers industry, has also benefited from Convergence's services. Managing benefits for over 80 participants at Usherwood, Convergence has demonstrated a deep understanding of the demands and challenges specific to this field. Their diverse portfolio, featuring clients from different sectors such as depository credit intermediation, fruit and vegetable preserving and specialty food manufacturing, and professional and commercial equipment and supplies merchant wholesalers, highlights their broad expertise. This versatility makes Convergence Insurance & Advisory Services a valuable partner for employers seeking comprehensive and industry-specific benefits solutions in the Syracuse, NY area.
MANCHESTER BENEFITS GROUP - POUGHKEEPSIE, NY
MANCHESTER BENEFITS GROUP - POUGHKEEPSIE, NY
Millbrook, New York
Manchester Benefits Group, located in Poughkeepsie, NY, is a reputable insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, this office location has established itself as a trusted partner for local and regional employers. One of their notable strengths lies in their expertise across various industries, with a particular emphasis on serving businesses in the miscellaneous nondurable goods merchant wholesalers sector. A prime example of their successful partnerships in this field is Puig North America, a prominent player in the industry, boasting over 260 participants. Manchester Benefits Group has effectively tailored insurance solutions to meet the unique needs of Puig North America and other similar businesses. Being part of a local brokerage firm, Manchester Benefits Group combines the advantage of a deep understanding of the local market with the resources and capabilities of a larger organization. This strategic positioning allows them to offer comprehensive and customized benefit solutions that cater to the specific requirements of their clients. Employer benefits buyers evaluating Manchester Benefits Group's Poughkeepsie office can be confident in their ability to deliver tailored, cost-effective insurance solutions that meet the diverse needs of employers in the region. With a track record of excellence in servicing clients across various industries, Manchester Benefits Group is a trusted partner for businesses seeking reliable and effective benefit solutions.
KLERER FINANCIAL SERVICES, INC. - NEW YORK, NY
KLERER FINANCIAL SERVICES, INC. - NEW YORK, NY
Wantagh, New York
Our company designs and administers employee benefit plans for small and medium size businesses. We service group health, dental, life, and disability insurance programs, as well as, design and administer 401K and pension plans. Our other specialty is to design financial and estate plans to meet the client's specific situation.
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