Advisors near Monroe, New York
Showing 1 - 12 of 149 results
HP PLANNING - NEW YORK, NY
HP PLANNING - NEW YORK, NY
Madison, New Jersey
Healthcare Partners Investments, LLC organizes, develops, owns, and operates medical/surgical programs and hospitals. The company also owns hospitals and medical ancillaries. Healthcare Partners Investments, LLC is headquartered in Oklahoma City, Oklahoma.
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.
KEEFE CONSULTING - NEW YORK, NY
KEEFE CONSULTING - NEW YORK, NY
Huntington, New York
Keefe Consulting's New York, NY location stands out as a premier insurance broker, specializing in comprehensive solutions for local and regional employers. With a sharp focus on medical and ancillary benefits, this office boasts a wealth of expertise in tailoring insurance and employee benefit packages to meet the unique needs of diverse businesses. The team at Keefe Consulting has demonstrated their proficiency through successful partnerships with prominent clients, including the Board of Trustees Iuoe Local 138 Welfare Fund in the insurance and employee benefit funds industry. Notably, this fund, based in NY and comprising over 790 participants, attests to Keefe Consulting's ability to navigate and excel within the intricacies of employee benefit management. What sets this office apart is not only its commitment to excellence in the insurance and employee benefit funds industries but also its local roots as part of a well-established brokerage firm. This affiliation ensures a nuanced understanding of the regional landscape, allowing Keefe Consulting to provide tailored solutions that align with the unique challenges and opportunities faced by businesses in the New York area. Employer benefits buyers evaluating Keefe Consulting's New York office can expect a partner with proven expertise, a client-centric approach, and a strong foundation within the local brokerage community.
EPIC - BRIDGEPORT, CT
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
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.
ADVOCATE - NEW YORK, NY
ADVOCATE - NEW YORK, NY
New York, New York
Personal service is what Advocate is all about. By really getting to know our clients and understanding their needs, we go a step above and beyond the average insurance agency. From the purchase of your home, to the birth of your children, the relocation of your family or the expansion of your business, we are there to be "your advocate for every insurance need"​.
LHUI - NEW YORK, NY
LHUI - NEW YORK, NY
New York, New York
After quietly taking care of employee benefits for some of the most respected companies in the region for 25 years, Life & Health Underwriters now also offers Property & Casualty Insurance, Surety Bonding, and Private Client Services. To reflect our new expanded role, we've changed our name to LHUI.
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WESTCHESTER BENEFIT GROUP, INC - NEW YORK, NY
WESTCHESTER BENEFIT GROUP, INC - NEW YORK, NY
Valhalla, New York
Westchester Benefit Group is an independent insurance and wealth management firm that strives to be a complete solution to small businesses and families financial needs. Our company is deeply rooted in providing benefits to businesses including health insurance and 401k plans. Over the past 30 years we have built out a team of financial advisors who work with individuals & families to offer holistic financial planning including investing, retirement planning, life insurance, disability insurance, long term care, tax planning, college planning, and much more. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Westchester Benefit Group, Inc. is not affiliated with Kestra IS or Kestra AS.
OTTERSTEDT INSURANCE AGENCY - NEW YORK, NY
OTTERSTEDT INSURANCE AGENCY - NEW YORK, NY
Englewood Cliffs, New Jersey
Otterstedt Insurance Agency, located in New York, NY, boasts a prominent presence as a larger office, specializing in comprehensive insurance solutions for both local and regional employers. With a dedicated focus on medical and ancillary benefits, this agency stands out for its exceptional expertise in catering to the unique needs of businesses in the medical and diagnostic laboratories as well as basic chemical manufacturing industries. Demonstrating a track record of success, Otterstedt Insurance Agency has cultivated strong relationships with notable clients such as Collagen Matrix and Kobo Products. Collagen Matrix, a leader in the medical and diagnostic laboratories sector in NJ, with over 140 participants, and Kobo Products, a key player in basic chemical manufacturing, also with 140+ participants, are prime examples of the agency's prowess in delivering tailored insurance solutions to diverse industries. As a part of a local brokerage firm, this office location benefits from a collaborative and community-oriented approach, enhancing its ability to understand and address the specific needs of midsize employers. With a proven commitment to excellence and a keen understanding of the intricacies within the medical and chemical manufacturing sectors, Otterstedt Insurance Agency in New York, NY, stands as a reliable partner for employers seeking robust and tailored insurance coverage for their workforce.
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