Located in the bustling heart of New York, NY, the Ipa office stands as a beacon of excellence in the insurance brokerage industry, specifically catering to the diverse needs of local and regional employers. With a keen focus on medical and ancillary benefits, this office boasts a commendable track record in delivering tailored solutions that meet the unique requirements of its clients. One of the remarkable aspects of this Ipa location is its extensive expertise, cultivated through years of dedicated service to the community. Their client portfolio includes the distinguished Distinguished Group, an influential player in the agencies, brokerages, and insurance-related activities industry. Notably, this partnership involves over 310 participants, underscoring the office's ability to handle large-scale employer benefit programs with finesse. Being an integral part of a local brokerage firm adds another layer of assurance for employers seeking reliable and personalized insurance solutions. This affiliation positions the Ipa office as a dynamic player in the local market, leveraging a network of resources to stay abreast of industry trends and provide cutting-edge services. In essence, the Ipa office in New York, NY, emerges as a strategic ally for employers navigating the complex landscape of insurance benefits, offering a potent blend of local insight, industry expertise, and a proven track record with notable clients.

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.

Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer

Empire Benefits Solutions provides the ultimate employee benefits consulting services for mid to large sized companies, serving as an essential partner in your success. Our in-depth analysis of your organization and its requirements enables us to custom design the perfect solution, taking particular care to carve out the exact pieces of the benefit plan that perfectly matches your employees’ needs. From managing employees and attracting and retaining talent to communicating with employees on benefits in a manner that maintains morale and displays appreciation, Empire Benefits Solutions’ comprehensive and extensive knowledge of benefits, HR and processing ensures employee satisfaction, establishes an allied environment, and builds a streamlined foundation of support for your success.

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.

Upstate Financial Network, LLC is a financial planning company located in Upstate New York. Our group has over 38 years of experience to offer our clients the very best service and customized financial planning services to meet individuals and businesses.

Insurance Brokerage, Founded in 1986. ACBI is a consultant to many of New York's leading corporations and institutions, providing experienced advice for the design and implementation of cost-effective employee benefits programs.

Rosa's Indemnity Services, based in New York, NY, specializes in providing comprehensive employee benefits solutions. As a dedicated local broker, they have built a reputation for offering personalized services tailored to meet the unique needs of each client. Their expertise spans a wide range of benefits planning, including health, dental, vision, and life insurance packages designed to support the well-being of employees and their families. A notable client, United Employees Health Plans, stands as a testament to Rosa's ability to serve diverse organizational needs with precision and care. Their approach combines industry knowledge with a commitment to understanding the specific goals and challenges of their clients, ensuring that each benefits package not only meets regulatory requirements but also aligns with the company's culture and budgetary considerations. Rosa's Indemnity Services is your partner in navigating the complex landscape of employee benefits, committed to delivering solutions that enhance employee satisfaction and organizational health.

Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”