Advisors near Mamaroneck, New York
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ATLANTIC BENEFITS GROUP - BRIDGEPORT, CT
ATLANTIC BENEFITS GROUP - BRIDGEPORT, CT
Ridgefield, Connecticut
The Atlantic Benefits Agency in Bridgeport, CT, distinguishes itself as a seasoned insurance broker with a strong emphasis on serving the diverse needs of local and regional employers. Their extensive experience in working with self-funded clients positions them as a valuable partner for businesses seeking innovative and customized benefit solutions. Noteworthy among their clientele are prominent companies like J Frank Associates in the professional, scientific, and technical services industry. With over 160 participants, this partnership underscores The Atlantic Benefits Agency's capability to address the nuanced requirements of a sophisticated industry. In the realm of advertising, public relations, and related services, The Atlantic Benefits Agency has showcased exceptional expertise. A prime example is their collaboration with What If Media Group, a key player based in NJ with over 290 participants. This success reflects the agency's adeptness in tailoring benefit packages to the unique demands of the advertising and related services sector. Situated within a local brokerage firm, The Atlantic Benefits Agency in Bridgeport, CT, is deeply rooted in the community, providing a personalized touch to their services. Their demonstrated experience with midsize employers further highlights their versatility in navigating the complexities of businesses of varying scales. With a commitment to excellence, this office stands as a reliable partner for employers seeking comprehensive and tailored benefit solutions.
IPA - NEW YORK, NY
IPA - NEW YORK, NY
Syosset, New York
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.
LENOX ADVISORS - NEW YORK, NY
LENOX ADVISORS - NEW YORK, NY
New York, New York
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.”
MERIDIAN BENEFITS CONSULTING GROUP - NEW YORK, NY
MERIDIAN BENEFITS CONSULTING GROUP - NEW YORK, NY
Croton Falls, New York
Meridian Benefits Consulting Employee Benefits team relies on the technology tools, detailed plan design analysis, up to the minute market knowledge and practical experience to provide our clients with cost effective benefits management. You can be confident of our expertise in all aspects of fully insured and self-funded plans. Our clients range from entrepreneurial growth start-ups, manufacturing firms, software consultants to multi-location publicly held corporations and prominent cultural and educational institutions, both for profit and not for profit. Meridian Benefits Consulting combines market savvy, long term relationships and a technically superior staff of experienced benefits professionals to provide our clients with a broad range of resources.
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