We are a financial consulting & brokerage firm on a mission to help organizations and individuals. We help grow organizations by attracting and retaining great people with competitive benefits & retirement programs; we help protect against risk with comprehensive insurance programs; and we help ensure its continuity with business contingency & succession plans.

Established in 1970 by Marvin Smith, our company has grown to a full service insurance agency. Currently, Insuramax serves the insurance needs of over 5,000 individuals and families, and over 1,000 businesses. Insuramax is a firm that utilizes a unique business model known as the "Risk Reduction Approach and/or Total Benefits Approach". We focus on an elite client group providing long term risk reducing services that will lower their total cost of risk and improve their profitability. As a result of implementing a specifically designed risk reduction plan our client's operations become more attractive to the insurance marketplace.

Movoto helps homebuyers, sellers, and owners jump-start their real estate journey. We meet people where they are with the tools and assistance they need to move forward with knowledge and confidence. With personalized tools, expert guidance, tailored resources, and market insights, we support each person’s journey — from taking the first steps in home search to building long-term wealth as a homeowner. Today, homeownership isn't within reach of everyone. Join us in creating a world where all people — no matter their race, class, or gender — have what they need to own a home.

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.”

New Agency Partners, located in the vibrant business hub of New York, NY, stands as a distinguished insurance broker specializing in comprehensive employer benefits solutions. With a strong focus on serving local and regional employers, they have honed their expertise in medical and ancillary benefits, ensuring that businesses and their employees receive tailored coverage to meet their unique needs. This New Agency Partners location boasts an impressive track record, having successfully collaborated with prominent organizations such as Garden State Urology and Southern New Jersey Perinatal Cooperative. Notably, Garden State Urology, a leader in the offices of physicians industry in NJ, benefits from New Agency Partners' adept handling of benefits for 130+ participants. Similarly, the Southern New Jersey Perinatal Cooperative, with 260+ participants in the offices of health practitioners industry, entrusts their insurance needs to the expertise of New Agency Partners. What sets this office apart is its deep understanding of the offices of physicians industries, demonstrating a nuanced grasp of the unique challenges and requirements within this sector. Operating as part of a local brokerage firm, New Agency Partners combines a personalized approach with the resources of a larger network, ensuring clients receive not only specialized knowledge but also the support of a broader professional community. Their commitment to excellence makes them a strategic ally for businesses seeking top-tier employer benefits solutions in the dynamic landscape of New York.

Gary Wood Associates in New York, NY, stands as a formidable insurance broker with a considerable footprint in the industry. Boasting a larger office, their seasoned team possesses notable proficiency in catering to the needs of diverse clientele, including self-funded clients. This office location has demonstrated its prowess in collaborating with local and regional employers, showcasing its versatility and adaptability. One of Gary Wood Associates' strengths lies in its extensive experience across various industries. Noteworthy examples of their clientele include Hunter Ems in the transit and ground passenger transportation sector, Insight Venture Management in financial investment activities, and Maxim Group in securities and commodity contracts intermediation and brokerage. These partnerships underscore the broker's ability to navigate complexities across industries, reflecting their commitment to tailored solutions. As part of a local brokerage firm, Gary Wood Associates is deeply rooted in the community, providing a personalized touch to their services. Their demonstrated expertise spans miscellaneous nondurable goods merchant wholesalers, depository credit intermediation, and drugs and druggists' sundries merchant wholesalers industries. This diverse skill set positions them as a versatile partner for employers of varying sizes. Notably, Gary Wood Associates showcases a rich history of working with midsize, large, and small employers. This breadth of experience underscores their ability to understand and meet the unique challenges and requirements of businesses across the spectrum, making them a compelling choice for employer benefits in the vibrant business landscape of New York, NY.