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. is a financial services company based out of United States.

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.

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.

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.

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.

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.

Amalgamated Family of Companies is a reputable local insurance broker headquartered in White Plains, New York. Known for their expertise in serving large employers, they specialize in offering comprehensive insurance solutions that cater to the unique needs of their clients. One notable example of their work in White Plains is their collaboration with BD of Trustee-Amalgamated National Health Fund, an employer with an impressive member count of 16,000 in the insurance-related activities industry. Amalgamated Family of Companies worked closely with the HR and finance team of BD of Trustee-Amalgamated National Health Fund to design and implement a range of plans, including HMO, PPO, PBM, and drug plans. These tailored solutions ensure that the members receive optimal coverage that meets their specific requirements. Amalgamated Family of Companies operates across multiple states, including Illinois, Ohio, Michigan, Missouri, Texas, California, Wisconsin, Virginia, Minnesota, New York, Indiana, Pennsylvania, New Jersey, South Dakota, Georgia, Tennessee, Maryland, Washington, Iowa, North Carolina, Mississippi, Colorado, Arizona, Nevada, Florida, Oregon, West Virginia, Alabama, Utah, South Carolina, Kentucky, Montana, Idaho, District of Columbia, Massachusetts. This broad geographic coverage allows them to extend their services to a diverse range of clients nationwide. With a strong focus on the insurance-related activities and activities related to real estate industries, Amalgamated Family of Companies has developed extensive expertise in these sectors. This knowledge enables them to provide specialized and effective insurance solutions to businesses operating within these fields. In summary, Amalgamated Family of Companies is a trusted local insurance broker based in White Plains, New York, specializing in serving large employers. Their successful partnership with BD of Trustee-Amalgamated National Health Fund exemplifies their ability to create tailored plans to meet the unique needs of their clients. With a broad geographic reach and expertise in insurance-related activities and activities related to real estate, Amalgamated Family of Companies is well-equipped to provide comprehensive insurance solutions across a wide range of industries and locations.