Advisors near Lake Success, New York
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Showing 1 - 12 of 97 results
BRIO BENEFIT CONSULTING - NEW YORK, NY
New York, New York
At Brio we know that your employees are your company’s most valuable asset - now more than ever! When you partner with Brio you can be comfortable that you’re at the cutting edge of healthcare benefits innovation, ensuring your company’s employees access to the highest quality healthcare and benefits, while delivering enormous value to your business. Our client loyalty underscores our success and is a testament to the consistent excellent customer service that sets Brio apart.
This legendary service has garnered them an M Score 5 rating. They have provided quality services at fair prices and have been able to work with their clients to reach their goals when it comes to employee benefits coverage in the New York Metro Area and beyond. Brio Benefit Consulting is a top-ranked employee benefit consulting firm offering a wide range of services across industries for companies of all sizes. Brio's team consists of experts in healthcare, retirement, and compliance.
NJ GROUP SERVICES - NEW YORK, NY
Edison, New Jersey
NJ Group Services is a trusted partner for comprehensive insurance solutions. We specialize in tailoring insurance packages to fit the needs of businesses, employees, and individuals alike. Whether you're a small startup, a large corporation, or a personal consumer, NJ Group Services is here to cater to all your insurance needs. We pride ourselves on delivering streamlined experiences, ensuring that you can focus on what matters most---your success. We offer customized employee benefit plans, personal insurance, commercial insurance, 401ks, compliance, and so much more. Make sure to contact our team or visit our website to learn more.
CROSS INSURANCE - BRIDGEPORT, CT
Shelton, Connecticut
Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you.
- 27th Largest Broker of U. S. Business, Per Business Insurance report ’20
- 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24
- Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution
Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.
EPIC - BRIDGEPORT, CT
Stamford, Connecticut
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
USI INSURANCE SERVICES - BRIDGEPORT, CT
Norwalk, Connecticut
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.
PROFESSIONAL GROUP PLANS - NEW YORK, NY
Hauppauge, New York
Built on the principle of treating people the way we would want to be treated and never losing sight of the importance of relationships, Professional Group Plans has grown organically over the last two decades into the largest full service General Agency in the Tri-State Area.
Specializing in employee benefits, we serve over 90,000 employer groups, with well over 600,000 covered lives and bill over $2,800,000,000 in premium sales per year. As large as we are, we pride ourselves on servicing each and every broker, and their clients, with the same prompt and courteous service.
Our reputation for the way we conduct business, along with our size and scale, has allowed us the opportunity to develop close relationships with all of the major insurance carriers and leading industry vendors. This gives us the unique advantage of dedicated support and resources, which in turn gives our brokers, and their clients, faster turnaround times, exceptional customer service and access to cutting edge products.
Headquartered in Hauppauge, New York, with other locations in Manhattan and New Jersey, we are staffed with nearly 100 employees that continue to provide the exceptional service we are known for throughout the industry.
Our Mission:
“To passionately deliver value to our broker partners by providing them with the expertise, education, support and resources they need to effectively service their clients and achieve success”
Our Core Belief:
“Treat people the way we would want to be treated and never lose sight of the importance of relationships”
MY BENEFIT ADVISOR - NEW YORK, NY
Elmwood Park, New Jersey
My Benefit Advisor (MBA) is an employee benefits consulting firm designed to guide employers through the complexity of planning, communicating, and managing a successful employee benefits program. Our client relationships are driven exclusively through a select group of brokers.
YORK INTERNATIONAL AGENCY - NEW YORK, NY
Harrison, New York
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients.
At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success.
What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results.
At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive.
Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.
NELLIGAN - NEW YORK, NY
Wall, New Jersey
Nelligan is an Ancillary Benefits center of excellence.
Nelligan helps brokers, consultants & carriers navigate Ancillary Benefits with confidence, expertise and efficiency.
GROUP ADVISORY - NEW YORK, NY
Clifton, New Jersey
Wealth Advisory Group has been empowering people with sound financial strategies since 1933.
We employ a disciplined, comprehensive approach to wealth management. Our goal is to help you achieve the quality of life you’ve always imagined. More than 100 Associates are here to guide you through a full range of planning that may include insurance and investments tailored specifically for your needs.
Wealth Advisory Group, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Fl, New York, NY 10017, 212-541-8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2022-141079 Exp 07/24
GENATT V LLC - NEW YORK, NY
New Hyde Park, New York
Genatt V LLC's New York, NY office stands as a formidable player in the insurance brokerage landscape, boasting a robust presence and a track record of excellence. With a focus on employer benefits, this larger office caters to the unique needs of both local and regional employers. Specializing in medical and ancillary benefits, they have cultivated a deep understanding of industries such as legal services, nursing and residential care facilities, and insurance carriers.
This office's impressive client portfolio includes key players like Greater New York Mutual Insurance Company, an insurance carrier with over 280 participants, Sid Harvey Industries, a leading hardware and plumbing equipment wholesaler with 560+ participants, and Ultimate Care New York, a prominent nursing and residential care facility boasting 1080+ participants. Such diverse clientele underscores their versatility and proficiency in tailoring solutions to different sectors.
As part of a local brokerage firm, Genatt V LLC's New York office distinguishes itself through demonstrated expertise with midsize and large employers. Their adept handling of complex benefit structures and commitment to client satisfaction position them as a trusted partner in navigating the intricacies of the insurance landscape. With a solid foundation in the industry, this office emerges as a strategic ally for employers seeking comprehensive and tailored benefit solutions.
ALTERITY GROUP - NEW YORK, NY
New York, New York
Alterity is a leading independent consulting firm offering services designed to meet the unique needs of private equity firms and their portfolio companies, Human Resources Organizations (HROs), and brokers. We help navigate the constantly evolving landscape of employee benefits and insurance
Our core belief to driving value is identifying smart strategies and solutions that align with a company’s business needs.
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