Advisors near New York
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RISK STRATEGIES - ALBANY, NY
RISK STRATEGIES - ALBANY, NY
Schenectady, New York
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, 150+ locations, and 4,300 team members (and counting!). We love what we do, and it shows. We’ve been recognized as a 'best place to work' for many years running, and we’re excited about our future.
MANAGEMENT COMPENSATION GROUP NE - NEW YORK, NY
MANAGEMENT COMPENSATION GROUP NE - NEW YORK, NY
New York, New York
Management Compensation Group NE, located in the heart of New York, NY, is a seasoned insurance broker with a proven track record of excellence. With extensive experience in serving self-funded clients, they are well-equipped to support local and regional employers, making them a reliable partner for your organization's benefits needs. One of their notable strengths lies in their diverse portfolio of clients, which includes renowned institutions such as Cornell University in the educational services industry, Cleary Gottlieb Steen & Hamilton in the legal services sector, and Bankunited in the depository credit intermediation industry. These partnerships, boasting 700+, 410+, and 130+ participants respectively, underscore Management Compensation Group NE's ability to cater to a broad spectrum of businesses, ensuring tailor-made solutions for their unique requirements. Their expertise extends across various industries, particularly excelling in depository credit intermediation, educational services, and legal services. This depth of knowledge allows them to craft insurance solutions that are not only compliant but also optimized for maximum benefit. As a part of a local brokerage firm, Management Compensation Group NE prides itself on its commitment to the community and its deep understanding of the local market dynamics. With a reputation for delivering exceptional service and personalized insurance solutions, they are a go-to choice for employer benefits buyers seeking reliable expertise and a strong partnership in the dynamic insurance landscape.
ROSA'S INDEMNITY SERVCES - NEW YORK, NY
ROSA'S INDEMNITY SERVCES - NEW YORK, NY
North Salem, New York
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RELPH BENEFIT ADVISORS - WATERTOWN, NY
RELPH BENEFIT ADVISORS - WATERTOWN, NY
Glen Park, New York
Alera Group invites you to EXPERIENCE RELIEF as we resolve the challenges you face in providing and administering employee benefits. We assist our clients in controlling their medical plan costs, providing paperless and pain-free benefit administration, audit-proof compliance, employee education and claims support. Alera Group is one of the largest independent, national insurance and financial services firms in the U.S. We offer comprehensive Employee Benefits, Property and Casualty, Retirement Plan Services and Wealth Services, with a mission to transform the client experience by providing a greater depth and breadth of resources, innovative thinking and constant collaboration, while maintaining strong local relationships.
EVANS AGENCY - BUFFALO, NY
EVANS AGENCY - BUFFALO, NY
Williamsville, New York
Evans is a full-service community bank, with 21 financial centers providing comprehensive financial services to consumer, business and municipal customers throughout the Western New York & Finger Lakes Regions. Evans Bancorp's wholly owned insurance subsidiary, The Evans Insurance Agency, LLC, provides life insurance, employee benefits, and property and casualty insurance through ten insurance offices in the Western New York region. Evans Investment Services provides non-deposit investment products, such as annuities and mutual funds. Evans is here to help you find experience a better way for your personal or business banking, insurance, and benefits needs. Contact us or visit any of our locations for more information on our products and services. Who We Are Working at Evans is an opportunity to positively contribute to the resurgence of our area through responsible decision making and meaningful projects. At Evans, we offer our associates an inclusive environment where people are encouraged to showcase their strengths, question the status quo and continually learn and improve the way we do things. It is a place where each associate has impact and influence, direct exposure to senior leaders and opportunities to grow and professionally develop. We capitalize on our relationships with one another by hosting numerous events and programs that bring people together from different locations and departments. Evans Provides Associates With: • Hybrid work approach for most positions • An inclusive culture where associates are empowered to bring their authentic selves to Evans • A collaborative environment where good listeners with high standards thrive • A growing organization where people are engaged and empowered to solve problems and make decisions • The ability to leverage your strengths and passions while making a lasting impact on the community • Competitive compensation and benefits • Paid volunteer time to contribute to the betterment of the communities we serve
ADIRONDACK TRUST CO. FNCL. SRVS. - ALBANY, NY
ADIRONDACK TRUST CO. FNCL. SRVS. - ALBANY, NY
Saratoga Springs, New York
Adirondack Trust Co. Financial Services, situated in the vibrant heart of Albany, NY, offers a comprehensive suite of employee benefits solutions tailored to meet the diverse needs of local businesses. With a client roster that includes respected organizations such as SARATOGA CARE INC., Adirondack Trust Co. demonstrates a strong commitment to enhancing employee welfare and satisfaction. Their expertise spans a wide range of services, from health insurance to retirement planning, all designed to support the financial well-being of employees while addressing the strategic goals of employers. The firm prides itself on its personalized approach, ensuring that each client receives customized advice and solutions that align with their unique requirements. By fostering strong relationships and a deep understanding of the local business landscape, Adirondack Trust Co. Financial Services positions itself as a trusted partner in the pursuit of comprehensive and effective employee benefits strategies.
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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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.
UPSTATE AGENCY - ALBANY, NY
UPSTATE AGENCY - ALBANY, NY
South Glens Falls, New York
As part of the Arrow Family of Companies, Upstate Agency, LLC has been insuring individuals and businesses across the region for more than 50 years. Through our offices in Warren, Washington, Clinton, Essex and Saratoga counties, we provide our customers with high-level service that maximizes insurance protection for their personal, auto and home needs. Our experienced staff understands insurance and can find the right coverage for you. In addition, we provide customized business insurance as well as group health and employee benefits. We look forward to connecting with you on LinkedIn! We're here M-F 8 a.m. - 4 p.m. ET. For security purposes, please do not send account or personal information. Insurance products are offered through Upstate Agency LLC (South Glens Falls, NY). This agency is a non-bank subsidiary of the Arrow Financial Corporation family of companies and is licensed to sell insurance in New York State and act as an agent for issuing insurers. Insurance policies are obligations of the insurers that issue the policies.