Advisors near Saint James, New York
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KIS ASSOCIATES - NEW YORK, NY
KIS ASSOCIATES - NEW YORK, NY
Woodbury, New York
ACUMEN SOLUTIONS GROUP LLC - NEW YORK, NY
ACUMEN SOLUTIONS GROUP LLC - NEW YORK, NY
Melville, New York
Acumen Solutions Group LLC, situated in the bustling heart of New York, NY, stands out as a local brokerage firm with a distinct knack for serving midsize employers, especially in the realm of medical and ancillary benefits. Their prowess is not just confined to a single industry; they exhibit significant expertise across various sectors, with a special emphasis on activities related to credit intermediation. One of their top clients, Data Search Ny Dba Trakamerica, exemplifies Acumen Solutions Group's capacity to handle complex benefit needs. This Florida-based company, operating in the credit intermediation industry with over 150 participants, is a testament to Acumen's ability to cater to a diverse range of businesses and their unique requirements. What sets Acumen Solutions Group apart is their deep understanding of both local and regional employer needs. This understanding is not just theoretical; it's rooted in practical experience and a proven track record. Their approach is tailored, ensuring that each client receives the attention and expertise required to navigate the intricate landscape of employee benefits. Their focus on midsize employers means that Acumen Solutions Group is adept at scaling their services to meet the specific needs of each client, combining the personal touch of a local firm with the professionalism and resources typically associated with larger entities. In conclusion, Acumen Solutions Group LLC in New York is a versatile, experienced, and client-centric broker, ideally positioned to meet the evolving demands of midsize employers in various industries, particularly those involved in credit intermediation activities.
STERLING BENEFITS - NEW HAVEN, CT
STERLING BENEFITS - NEW HAVEN, CT
Orange, Connecticut
Sterling Benefits is a premier employee benefits firm dedicated to providing tailored solutions for businesses of all sizes. With over 30 years of experience, we specialize in delivering innovative strategies, exceptional service, and comprehensive support to help our clients navigate the complexities of the benefits landscape. Our team of experts is committed to maintaining competitive pricing, ensuring regulatory compliance, and fostering long-term relationships built on trust and transparency.
RISK STRATEGIES - HARTFORD, CT
RISK STRATEGIES - HARTFORD, CT
Westbrook, Connecticut
At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.
GOLDENS BRIDGE - NEW YORK, NY
GOLDENS BRIDGE - NEW YORK, NY
Goldens Bridge, New York
Movoto helps homebuyers, sellers, and owners jump-start their real estate journey. We meet people where they are with the tools and assistance they need to move forward with knowledge and confidence. With personalized tools, expert guidance, tailored resources, and market insights, we support each person’s journey — from taking the first steps in home search to building long-term wealth as a homeowner. Today, homeownership isn't within reach of everyone. Join us in creating a world where all people — no matter their race, class, or gender — have what they need to own a home.
SCHULMAN INSURANCE BROKERAGE - NEW YORK, NY
SCHULMAN INSURANCE BROKERAGE - NEW YORK, NY
Garden City, New York
Schulman Insurance Brokerage's New York, NY office stands out as a prominent hub within their network, showcasing its prominence as a larger office in the heart of the business landscape. Specializing in employer benefits, the team exhibits a strong focus on medical and ancillary benefits, offering invaluable expertise to local and regional employers. With a proven track record, Schulman Insurance Brokerage has successfully catered to diverse industries, including the health practitioners sector exemplified by Mid Island Therapy Associates, boasting 140+ participants. In the professional, scientific, and technical services domain, The Metro Group, with 330+ participants, finds tailored solutions through Schulman's adept services. Precision Global Consulting, a leader in accounting, tax preparation, bookkeeping, and payroll services with 390+ participants, also benefits from the brokerage's extensive knowledge in this field. Integral to the success of Schulman's New York office is its affiliation with a local brokerage firm, underscoring a commitment to the community. The brokerage's demonstrated experience with midsize employers further reinforces its standing as a trusted partner in navigating the intricacies of employee benefits. With a client-focused approach and a rich portfolio of successful collaborations, Schulman Insurance Brokerage's New York, NY office emerges as a strategic choice for employers seeking comprehensive and tailored insurance solutions.
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