Advisors near Breezy Point, New York
Showing 1 - 12 of 177 results
CREATIVE BENEFIT PLANS INC - NEW YORK, NY
CREATIVE BENEFIT PLANS INC - NEW YORK, NY
Huntington Station, New York
Creative Benefit Plans Inc., based in New York, NY, stands out as a local brokerage firm adept at catering to the specific needs of regional employers, particularly in the architectural, engineering, and related services industries. With a notable client like Thermo System in New Jersey, which has over 240 participants, their proficiency in handling large-scale employee benefits is evident. Their services extend to a wide array of sectors, including restaurants, non-profits, physicians, hospitality, accountants, mechanics, service industry, manufacturing, retail, lawyers, engineers, and fashion. This diversity showcases their ability to tailor solutions to various industry requirements. They offer comprehensive group insurance solutions for businesses, encompassing medical, dental, vision, group life, disability, state-mandated, and voluntary benefits. In addition to these, they also cater to individual insurance needs with products like life insurance, disability insurance, long-term care, and medical insurance. Moreover, their expertise in pension planning is highlighted by their offerings in 401(k) and 403(b) plans, indicating a holistic approach to employee benefits and personal financial planning. Overall, Creative Benefit Plans Inc. emerges as a versatile and experienced player in the insurance brokerage industry, adept at handling a wide spectrum of client needs across various industries. Their comprehensive range of services ensures tailored solutions for both employers and individual clients, making them a strong candidate for any employer benefits buyer evaluating their New York office.
ALLEN & STULTS CO., INC. - TRENTON, NJ
ALLEN & STULTS CO., INC. - TRENTON, NJ
Hightstwon, New Jersey
Allen & Stults Co., Inc. is a Trusted Choice independent insurance agency offering a comprehensive suite of insurance solutions. Established by John Allen & Charles Stults in Hightstown in 1881, the fifth generation of the Stults family currently operates the agency. For over 140 years we have served families, businesses and non-profit organizations across New Jersey and surrounding areas. As we have grown, so have our deep connections with our community and clientele.
MONDSCHEIN ASSOCIATES, INC. - NEW YORK, NY
MONDSCHEIN ASSOCIATES, INC. - NEW YORK, NY
New York, New York
Mondschein Associates, located in the bustling business hub of New York, NY, operates from a larger office, strategically positioning themselves as a prominent player in the insurance brokerage landscape. With a rich history of catering to a diverse clientele, they bring a wealth of experience to the table, particularly excelling in serving self-funded clients. Their expertise extends to supporting local and regional employers, making them a valuable asset for businesses of varying scales. This New York-based office of Mondschein Associates boasts an impressive portfolio of clients, including renowned names such as Gagosian Gallery in the retail trade industry, Krish Actuarial in professional, scientific, and technical services, and Red Arrow Studios International in the motion picture and video industries. These collaborations underscore their versatility across sectors, with a demonstrated track record in retail trade, business support services, and motion picture and video industries. As a key player in the local brokerage scene, Mondschein Associates has established itself as a go-to partner for midsize employers, showcasing a keen understanding of their unique needs. Their commitment to delivering tailored solutions and their expansive industry knowledge positions them as a reliable choice for employers seeking comprehensive and customized insurance brokerage services in the dynamic New York market.
PRO INSURANCE AGENCY, INC - NEW YORK, NY
PRO INSURANCE AGENCY, INC - NEW YORK, NY
Setauket- East Setauket, New York
Pro Insurance Agency, Inc's New York, NY location stands out as a robust hub within their network, showcasing a considerable footprint in the insurance brokerage landscape. Operating from a larger office, the team possesses extensive knowledge of the local and regional employer landscape, specializing in tailoring comprehensive medical and ancillary benefits packages. One of their notable strengths lies in their expertise across diverse industries, with a focus on pharmaceutical and medicine manufacturing, as evidenced by their successful partnerships with key players like Bli International. Furthermore, their proficiency extends to the architectural, engineering, and related services sector, exemplified by their collaboration with Premier Infrastructure & Energy, a company boasting 180+ participants. Noteworthy is Pro Insurance Agency, Inc's dedication to catering to businesses of varying sizes, showcasing adeptness in serving midsize and small employers alike. Their demonstrated track record with entities such as Friendly's Restaurants Co in Texas, with a substantial workforce of 680+, attests to their ability to navigate the unique challenges of the restaurants and eating places industry. As a crucial component of a local brokerage firm, this office leverages collective expertise and resources to provide tailored solutions. Their commitment to understanding the intricacies of different industries positions them as a valuable partner for employers seeking comprehensive and customized insurance solutions in the competitive landscape of New York, NY.
OPEN ACQ - NEW YORK, NY
OPEN ACQ - NEW YORK, NY
Jericho, New York
Oppenheimer is a 129-year old, Minneapolis-based law firm. It’s a recognized leader in providing practical legal counsel to businesses of all sizes—from start-ups to Fortune 500 corporations. The firm’s core practices include corporate finance, mergers and acquisitions, securities, real estate finance, lending and business litigation, with specialty practices in complex healthcare litigation, employee benefits, intellectual property and labor and employment.
LG PLANNING GROUP - NEW YORK, NY
LG PLANNING GROUP - NEW YORK, NY
Melville, New York
IT'S BEEN OVER 50 YEARS since LG Planning Group began our journey into the world of insurance specializing in group health and dental plans. Although the industry has drastically changed and our areas of expertise have expanded into Risk Management and Financial Planning, one thing has remained the same…service, relationship building, compassion and understanding our clients needs is more than what we do, it’s who we are. As Gary Levine and Matt Glazer, Managing Partners at LG Planning Group, put it, “Its not just one thing that makes LG Planning Group stand out, it’s the blending of expertise, client support, integrated technology, and understanding of our clients goals that allows us build deep relationships that last rather than just on-boarding clients we serve. “ At LG Planning Group we don’t believe that client satisfaction is the main benchmark of success. We believe that client satisfaction coupled with ensuring that our clients, their employees, their families, their assets and their futures are safe and secure more completely encapsulates what we are trying to achieve. It’s with this “the client is family” philosophy in mind that LG Planning Group, and our partners, move forward implementing our vision, to integrate data, analytics and technology, and do it all with a human touch.
CBSI - TRENTON, NJ
CBSI - TRENTON, NJ
Hightstown, New Jersey
CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.
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NFP - NEW YORK, NY
NFP - NEW YORK, NY
New York, New York
We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.
MEEKER SHARKEY & HURLEY - NEW YORK, NY
MEEKER SHARKEY & HURLEY - NEW YORK, NY
Cranford, New Jersey
Meeker Sharkey & Hurley, situated in the heart of New York, NY, is a distinguished insurance broker specializing in employer benefits. With a focus on medical and ancillary benefits, this office boasts extensive expertise in catering to the needs of local and regional employers. Their commitment to excellence is reflected in their diverse client portfolio, which includes prominent entities such as The Arc of Union County, a leader in individual and family services with over 180 participants, and Trinitas Regional Medical Center, a major player in the hospitals industry with a participant count exceeding 590. This dynamic location excels across multiple industries, demonstrating a profound understanding of the unique challenges and opportunities presented by the healthcare and service sectors. Their comprehensive approach extends to fostering strong relationships with clients, ensuring that each employer receives tailored solutions aligned with their specific requirements. As a key player in the insurance landscape, Meeker Sharkey & Hurley operates as part of a local brokerage firm, solidifying their commitment to the community and enabling them to provide personalized, hands-on service. Employers seeking a reliable partner in navigating the complex landscape of benefits will find a strategic ally in this New York-based Meeker Sharkey & Hurley office.
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