Advisors near New York
Showing 1 - 12 of 238 results
GUY A PAREDES - NEW YORK, NY
GUY A PAREDES - NEW YORK, NY
Flemington, New Jersey
AF Paredes & Co is an accounting company based out of 139 Fulton St Rm 711, New York, New York, United States.
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.
CBSI - TRENTON, NJ
CBSI - TRENTON, NJ
Hightstown, New Jersey
CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.
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.
CRISP INSURANCE ADVISORS - NEW YORK, NY
CRISP INSURANCE ADVISORS - NEW YORK, NY
Somerville, New Jersey
Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.
PINNACLE INS SOLUTIONS LLC PIN - NEW YORK, NY
PINNACLE INS SOLUTIONS LLC PIN - NEW YORK, NY
Short Hills, New Jersey
Pinnacle Ins Solutions LLC, located in the heart of New York, NY, is a dedicated employee benefits broker that prides itself on crafting comprehensive and tailored benefit solutions for a diverse clientele. With a notable client like RBC Capital Markets LLC, Pinnacle Ins Solutions has demonstrated its capability to serve high-caliber businesses with precision and professionalism. Their approach combines deep industry knowledge with a keen understanding of client needs, ensuring that every benefits package is not only competitive but also aligned with the company's goals and employee wellness. Their team of experts is committed to providing exceptional service, leveraging their expertise to navigate the complexities of employee benefits, and delivering strategies that optimize health outcomes and financial efficiency. Pinnacle Ins Solutions stands out for its personalized attention, making them a trusted partner in fostering a healthier, more satisfied workforce.
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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ADVANCED CORPORATE SOLUTIONS - NEW YORK, NY
ADVANCED CORPORATE SOLUTIONS - NEW YORK, NY
New York, New York
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.
E.G. BOWMAN - NEW YORK, NY
E.G. BOWMAN - NEW YORK, NY
New York, New York
Founded in 1953, E.G. Bowman is an NYC-based commercial insurance brokerage, providing innovative risk management and insurance services to businesses, municipalities and nonprofits. We are a mission-driven firm, with history dating back to our founding in 1953 as the first black woman-owned commercial insurance firm in the United States.
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