Advisors near New York
Showing 1 - 12 of 274 results
GOETZMANN & ASSOCIATES - SYRACUSE, NY
GOETZMANN & ASSOCIATES - SYRACUSE, NY
Syracuse, New York
Goetzmann & Associates, located in Syracuse, NY, stands out as a premier insurance broker, specializing in tailoring comprehensive employee benefits solutions for local and regional employers. With a strong emphasis on medical and ancillary benefits, this office boasts a deep understanding of the unique needs of businesses in Syracuse and its surrounding areas. One of their notable achievements is their successful partnership with Weitsman Recycling, a prominent player in the waste management and remediation services industry. This collaboration has resulted in tailored benefit plans that cater to the well-being of over 260 participants within the organization. Goetzmann & Associates' proficiency extends beyond their collaboration with Weitsman Recycling, showcasing a broad spectrum of expertise across the waste management and remediation services sectors. What sets this office apart is its affiliation with a local brokerage firm, emphasizing a commitment to the community and a nuanced understanding of the local business landscape. The team at Goetzmann & Associates demonstrates a proactive approach, staying abreast of industry trends to provide innovative and effective benefit solutions. For employers seeking a reliable partner in navigating the intricacies of employee benefits, this Syracuse-based office is a trusted ally with a proven track record of delivering tailored and effective solutions for businesses of all sizes.
ONEDIGITAL - NEW YORK, NY
ONEDIGITAL - NEW YORK, NY
New York City, New York
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.
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.
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SCHULMAN INSURANCE BROKERAGE - NEW YORK, NY
SCHULMAN INSURANCE BROKERAGE - NEW YORK, NY
Garden City, New York
Schulman Insurance Brokerage's New York, NY office stands out as a prominent hub within their network, showcasing its prominence as a larger office in the heart of the business landscape. Specializing in employer benefits, the team exhibits a strong focus on medical and ancillary benefits, offering invaluable expertise to local and regional employers. With a proven track record, Schulman Insurance Brokerage has successfully catered to diverse industries, including the health practitioners sector exemplified by Mid Island Therapy Associates, boasting 140+ participants. In the professional, scientific, and technical services domain, The Metro Group, with 330+ participants, finds tailored solutions through Schulman's adept services. Precision Global Consulting, a leader in accounting, tax preparation, bookkeeping, and payroll services with 390+ participants, also benefits from the brokerage's extensive knowledge in this field. Integral to the success of Schulman's New York office is its affiliation with a local brokerage firm, underscoring a commitment to the community. The brokerage's demonstrated experience with midsize employers further reinforces its standing as a trusted partner in navigating the intricacies of employee benefits. With a client-focused approach and a rich portfolio of successful collaborations, Schulman Insurance Brokerage's New York, NY office emerges as a strategic choice for employers seeking comprehensive and tailored insurance solutions.
HERITAGE BENEFIT SOLUTIONS - NEW YORK, NY
HERITAGE BENEFIT SOLUTIONS - NEW YORK, NY
Woodbury, New York
Heritage Benefit Solutions, based in the vibrant hub of New York, NY, boasts a substantial and adept team at their larger office. Specializing in insurance solutions, their focus on medical and ancillary benefits positions them as a reliable partner for local and regional employers. With a notable clientele, including industry leaders like Ferrandino & Son, Monday Properties Services, and Storage Deluxe Mgt, Heritage Benefit Solutions has consistently served businesses in the nonresidential building construction, activities related to real estate, and lessors of real estate sectors. What sets this office apart is its deep-rooted expertise across diverse industries, evident in their successful collaborations with clients spanning real estate, construction, and property management. As part of a respected local brokerage firm, Heritage Benefit Solutions brings both a local touch and a broader network to the table. Their demonstrated experience with midsize employers reflects a nuanced understanding of the unique challenges and opportunities faced by businesses of this scale. Employers seeking comprehensive and tailored insurance solutions will find Heritage Benefit Solutions' New York office to be a strategic partner, leveraging its regional knowledge and industry-specific acumen to enhance employee benefits and overall business performance.
VALICENTI ADVISORY SERVICES, INC TAX AND BUSINESS SERVICES - ELMIRA, NY
VALICENTI ADVISORY SERVICES, INC TAX AND BUSINESS SERVICES - ELMIRA, NY
Elmira, New York
valicenti advisory services inc. is a financial services company based out of United States.
EKA PLANNING SERVICES - NEW YORK, NY
EKA PLANNING SERVICES - NEW YORK, NY
Huntington, New York
As demographic, economic, and political landscapes shift, it has become increasingly important to prepare for the unexpected. Our mission is to provide our clients with a personalized evaluation of their current insurance needs.
DBL GENERAL AGENCY - NEW YORK, NY
DBL GENERAL AGENCY - NEW YORK, NY
Melville, New York
Dbl General Agencyan's New York office stands out as a prominent insurance broker, particularly adept at catering to the nuanced needs of midsize employers. Located in the bustling heart of New York, NY, this larger office is a significant part of a local brokerage firm, highlighting its strong community roots and understanding of the local business landscape. Their expertise is notably diverse, spanning across key industries such as retail trade, building equipment contractors, and office administrative services. This versatility is a testament to their ability to adapt and provide tailored solutions across various sectors, ensuring that each client's unique requirements are met with precision and care. A distinguishing feature of this broker is their proficiency in handling self-funded clients, demonstrating their capability to support both local and regional employers with complex insurance needs. This expertise is especially beneficial for companies seeking more control over their healthcare costs and benefits. The office boasts an impressive portfolio of top customers, showcasing their ability to manage significant accounts effectively. These include Medical Arts Office Services from the office administrative services industry, having more than 220 participants, Sandata Technologies from the computer systems design and related services industry with over 120 participants, and Stanton Carpet Corp from the retail trade industry, catering to over 180 participants. Their success with these notable clients underscores their proficiency in delivering high-quality services that align with each client’s specific needs. In summary, Dbl General Agencyan’s New York office is a robust choice for midsize employers seeking a knowledgeable, industry-savvy, and locally grounded insurance broker.
LIDAC EMPLOYEE BENEFIT SOLUTIONS - NEW YORK, NY
LIDAC EMPLOYEE BENEFIT SOLUTIONS - NEW YORK, NY
Great Neck, New York
Our Technology is Your Future LiDAC.com is a full service Employee Benefits Technology firm. We specialize in the distribution, design, selection and implementation of group insurance benefit programs LiDAC.com provides agents and brokers access to a unique Private Benefits Exchange that combines technology with sale and acquisition of employee benefits utilizing a web based solution. Users will be introduced to a comprehensive and competitive suite of benefit products in a virtual world designed to enhance their knowledge and experience in assisting their customer. LiDAC.com features a number of nationally recognized insurance carriers while hosting their products and services on our Private Benefits Exchange. Products include Life, Accident, Short and Long Term Disability, Dental, and Vision in a variety of contribution methods. Our platform features include; No Paper, No Census, No Booklets, No RFP, No Experience, No Application or Enrollment Forms and No Case Submission for sale and implementation of employer groups with 2 to 1,000 employees. LiDAC.com features two unique technology solutions. "Employer Choice"​ platform features a traditional approach offering insurance products and services available on an employer paid and / or voluntary employee paid basis. "Employee Choice"​ platform offers all voluntary products and services where the broker and their customer may elect to offer a defined ($$) contribution on behalf of each of their employees. Contributions are placed into an employee benefits bank and be used exclusively toward the purchase of their ancillary products. LiDAC.com continues to identify new products, features and services that offer online solutions to changes in the evolution of the insurance industry. Our objective is to provide the most effective, efficient and expedient 100% End to End Solution in the sale, acquisition and implementation of employee benefits nationally through our Private Benefits Exchange.
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