Advisors near Rye, New York
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ONEDIGITAL - NEW YORK, NY
ONEDIGITAL - NEW YORK, NY
New York City, New York
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
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.
DBL GENERAL AGENCY - NEW YORK, NY
DBL GENERAL AGENCY - NEW YORK, NY
Melville, New York
Dbl General Agencyan's New York office stands out as a prominent insurance broker, particularly adept at catering to the nuanced needs of midsize employers. Located in the bustling heart of New York, NY, this larger office is a significant part of a local brokerage firm, highlighting its strong community roots and understanding of the local business landscape. Their expertise is notably diverse, spanning across key industries such as retail trade, building equipment contractors, and office administrative services. This versatility is a testament to their ability to adapt and provide tailored solutions across various sectors, ensuring that each client's unique requirements are met with precision and care. A distinguishing feature of this broker is their proficiency in handling self-funded clients, demonstrating their capability to support both local and regional employers with complex insurance needs. This expertise is especially beneficial for companies seeking more control over their healthcare costs and benefits. The office boasts an impressive portfolio of top customers, showcasing their ability to manage significant accounts effectively. These include Medical Arts Office Services from the office administrative services industry, having more than 220 participants, Sandata Technologies from the computer systems design and related services industry with over 120 participants, and Stanton Carpet Corp from the retail trade industry, catering to over 180 participants. Their success with these notable clients underscores their proficiency in delivering high-quality services that align with each client’s specific needs. In summary, Dbl General Agencyan’s New York office is a robust choice for midsize employers seeking a knowledgeable, industry-savvy, and locally grounded insurance broker.
VERTICAL FOX - NEW YORK, NY
VERTICAL FOX - NEW YORK, NY
Huntington, New York
Located in the heart of New York, NY, Vertical Fox's office is a powerhouse in the insurance brokerage arena, specializing in comprehensive employer benefits solutions. With a keen focus on serving local and regional employers, this office boasts exceptional expertise in crafting tailored medical and ancillary benefit packages that meet the unique needs of diverse industries. One of Vertical Fox's standout achievements lies in their collaboration with Mare Island Dry Dock, a prominent player in the ship and boat building industry based in CA. With over 210 participants, this successful partnership showcases the office's prowess in managing benefits for sizable organizations. Vertical Fox's commitment to understanding the nuances of specific industries is evident, as they demonstrate remarkable proficiency across the ship and boat building sector. As an integral part of a respected local brokerage firm, Vertical Fox's New York location leverages its collective knowledge and resources to deliver top-notch services. The team's dedication to staying abreast of industry trends ensures that clients receive cutting-edge solutions to navigate the complexities of the ever-evolving benefits landscape. For employers seeking a reliable partner with a proven track record, Vertical Fox's New York office stands out for its local insight, industry specialization, and commitment to excellence in employee benefits management.
BENTEC INSURANCE AGENCY - NEW YORK, NY
BENTEC INSURANCE AGENCY - NEW YORK, NY
Iselin, New Jersey
BenTec Insurance is a full service agency providing all types of insurance. Whether it is Auto, Home, Life, Health, or Commercial. Our agency can give you or your business the "Power of Options" and the best customer service.
QUANTUM FINANCIAL STRATEGIES - NEW YORK, NY
QUANTUM FINANCIAL STRATEGIES - NEW YORK, NY
Mount Kisco, New York
Quantum FBI is a strategic finance and business intelligence advisory firm that orchestrates finance, technology, and talent to achieve financial clarity, amplify performance, drive growth, and deliver shareholder value. Backed with 25 years of Finance and Business Intelligence advisory, Quantum FBI knows how to lead a business through transformation while streamlining and solving growth blocks and inefficiencies. ____ Many early stage and middle market companies leave untold sums of time and money on the table from unrealized financial and operational opportunities. ✱ Do you have true financial visibility into every aspect of your business? ✱ How about access to the insights critical to growing your business? Visit www.QuantumFBI.com to learn more and book a free 30-minute consultation. Through expert financial advisory, we enable our clients to achieve financial clarity, drive growth, amplify performance, and deliver shareholder value. ___ CFOs are in the midst of an evolution that is happening at a radical pace in a market that is shifting and changing daily. Sounds dramatic because its impact is dramatic. Quantum FBI enables CFOs to make this shift and transform the Finance operation for long-term gain while meeting short-term demands and solving immediate challenges. We solve inefficient and ineffective finance operations and leverage strategic value from finance disciplines, could-based solutions, business intelligence, and data analytics resulting in complete transformation of the finance function. It is our unique value and how we help you. We serve the office of the CFO. __ Join us on our mission: We’re on a mission to transform finance in a big way. Transform how Executives view and utilize the finance department and teams. Transform what finance and accounting teams deliver, and how it is delivered. And transform the results into powerful business insights and breakthroughs.
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