Advisors near New York
Showing 1 - 12 of 245 results
METRODI - NEW YORK, NY
METRODI - NEW YORK, NY
Jericho, New York
MetroDI is a true 'One Stop DI Shop'​ for insurance producers. We offer a variety of disability income & business protection solutions in order to meet the needs of today's marketplace, giving our producers the confidence in knowing they are always selling the most competitive product. Our team of brokerage & underwriting specialists provide unbiased opinions and ideas tailored to your clients needs. Our services include Contracting & Licensing Assistance, On-Staff Underwriting, Sales Support & Product training. We are affiliated with all Disability carriers. By offering a selection of carriers, we can provide you with the contract that best suits each individual clients needs. We offer continuous producer support. Our team of experienced brokerage and underwriting specialists guide insurance professionals from product design through underwriting and policy placement. We offer the support you need so you can do what you do best - sell more DI! We monitor the market for the latest trends in order to give our producers an edge in competitive sales situations. MetroDI is the premier brokerage agency for Disability Income and Business Protection products. We strive to ensure that every policy is delivered with the best rating based on clients medical, financial and occupational history. We aim to be an invaluable resource in order for our producers to experience the satisfaction of delivering excellence, exceeding expectations, and outperforming their competitors. Specialties: Individual Disability Income, Business Overhead Expense, Key Person Disability Insurance, Retirement Income Replacement, Business Loan Protection, Disability Buyout, Impaired Risk, Guaranteed and Simplified Issue Plans, Specialty Coverage for Athletes, Entertainers and High Profile People.
ELLOWITCH 3, LLC - NEW YORK, NY
ELLOWITCH 3, LLC - NEW YORK, NY
Fairfield, New Jersey
Ellowitch 3, LLC, located in the bustling heart of New York, NY, stands as a beacon of expertise in the realm of employer benefits. With a dedicated focus on medical and ancillary benefits, this office is a trusted partner for local and regional employers alike. One remarkable aspect of Ellowitch 3, LLC's portfolio is their strong affiliation with the local business community. They have nurtured invaluable relationships with companies like Rose Brand Wipers, a prominent player in the miscellaneous manufacturing industry based in neighboring New Jersey. Serving over 260 participants from Rose Brand Wipers, Ellowitch 3, LLC has consistently demonstrated their ability to tailor benefits solutions to meet the unique needs of diverse organizations. As a vital component of a local brokerage firm, Ellowitch 3, LLC distinguishes itself through its deep-rooted knowledge of the regional insurance landscape. This local insight allows them to navigate the intricacies of New York and its surrounding areas, ensuring that their clients receive comprehensive and well-informed guidance. With a strong track record of supporting businesses in the region and a commitment to providing top-tier benefits solutions, Ellowitch 3, LLC is the go-to choice for employer benefits buyers seeking a partner with unrivaled local expertise and a proven record of success.
NJ GROUP SERVICES - NEW YORK, NY
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.
ALERA GROUP - NEW YORK, NY
ALERA GROUP - NEW YORK, NY
Parsippany, New Jersey
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.
BOGLE AGENCY INSURANCE - NEW YORK, NY
BOGLE AGENCY INSURANCE - NEW YORK, NY
Lyndhurst, New Jersey
Bogle Agency Insurance is an Independent Insurance Agent, meaning that our agency represents an infinite number of insurance companies providing us with many alternative routes when trying to select the best possible coverage and pricing for our clients. We are dedicated to providing our customers with quick, professional and friendly service around the clock, 24 hours a day-7 days a week. We pride ourselves on being available to our clients to help them with any concerns they might have about their insurance. Through our client-servicing plan, risk management control and client service reports, you will be in touch with and protected by the best insurance program available for you. We maintain a complete copy of your insurance policy and schedules in our office so we can review and service your account within a minute's notice. Our computer enables us to provide prompt service and quotes for any type of insurance We are also members of the Independent Insurance Agents of America (IIAA) and the Professional Insurance Agents Association (PIA).
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.”
EKA PLANNING SERVICES - NEW YORK, NY
EKA PLANNING SERVICES - NEW YORK, NY
Huntington, New York
As demographic, economic, and political landscapes shift, it has become increasingly important to prepare for the unexpected. Our mission is to provide our clients with a personalized evaluation of their current insurance needs.
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ADVANTAGE HEALTHCARE PLANNING - NEW YORK, NY
ADVANTAGE HEALTHCARE PLANNING - NEW YORK, NY
Spring Lake, New Jersey
Advantage Healthcare Planning, based in New York, NY, stands out as a reputable insurance broker with a specific focus on serving local and regional employers. They are recognized for their expertise in medical and ancillary benefits, catering to the unique needs of midsize employers. Their proficiency is particularly notable in industries such as educational services, foundries, and motor vehicle and motor vehicle parts and supplies merchant wholesalers. A notable aspect of their service is the diverse range of industries they cover. For instance, they have successfully partnered with Auto Mall 46, a prominent player in the motor vehicle and parts supplies merchant wholesalers industry located in New Jersey. This collaboration involves managing benefits for over 440 participants, showcasing their capability to handle large-scale operations. Similarly, their expertise extends to the educational services industry, where they have effectively served The Community School in New Jersey, catering to 100+ participants. Their proficiency is further exemplified in their work with Mcwane, based in the foundries industry in Alabama, managing benefits for 160+ participants. As part of a local brokerage firm, Advantage Healthcare Planning brings a personalized and tailored approach to their services. This local grounding ensures a deeper understanding of the specific requirements and challenges faced by regional employers. Their demonstrated experience with midsize employers highlights their ability to provide customized solutions that align with the specific needs and objectives of each client. Their deep industry knowledge and local expertise make them a valuable partner for employers seeking comprehensive and tailored insurance solutions.
BSB CONSULTANTS - DALLAS, TX
BSB CONSULTANTS - DALLAS, TX
Uniondale, New York
At BSB Consultants, we specialize in Group Health Benefits along with Property & Casualty Insurance. We deliver innovative employee benefits solutions designed to attract top talent, reduce costs, and enhance your organization's overall performance. With over 15 years of experience in Human Capital Management and Benefits, we provide expertise you can trust to help your business thrive. Our cutting-edge technology consolidates all your benefits into one easy-to-use mobile application, ensuring seamless access for your employees. Fromhealthcare navigation to telehealth and mental health services, BSB provides comprehensive year-round support. We partner with leading technology platforms and have deep relationships with carriers across the U.S., ensuring you always receive the best in class solutions. At BSB, our goal is simple: To provide unparalleled service, and market-leading strategies that drive savings and offer the best employee experience in the market. With a dedicated team of experts, including compliance specialists and benefits strategists, we offer: PEO-to-PEO benchmarking to ensure you're always competitive Comprehensive employee benefits and wellness solutions Cost containment strategies to drive real savings Compliance support with expert legal consulting Personalized year-round support for your employees Let BSB Consultants be your trusted partner in benefits, HR, and payroll strategy. Together, we’ll create a more engaged and productive workforce while ensuring long-term savings and sustainability. Contact us today! (561)717-3221 [email protected]
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