Advisors near Shirley, New York
Showing 1 - 12 of 214 results
KLERER FINANCIAL SERVICES, INC. - NEW YORK, NY
KLERER FINANCIAL SERVICES, INC. - NEW YORK, NY
Wantagh, New York
Our company designs and administers employee benefit plans for small and medium size businesses. We service group health, dental, life, and disability insurance programs, as well as, design and administer 401K and pension plans. Our other specialty is to design financial and estate plans to meet the client's specific situation.
ROCKVILLE BENEFIT ADVISOR - NEW YORK, NY
ROCKVILLE BENEFIT ADVISOR - NEW YORK, NY
Hewlett, New York
Rockville Benefit Advisor's New York, NY office stands out as a prominent player in the insurance brokerage landscape. Boasting a substantial footprint, this larger office is strategically positioned to cater to the needs of local and regional employers. With a proven track record in handling self-funded clients, they bring a wealth of experience to the table, making them a reliable choice for employer benefits buyers. One of Rockville Benefit Advisor's key strengths lies in their diverse portfolio of clients, including noteworthy names such as Block Institute School, Morris Rothenberg & Son, and Program Development Services. These clients, spanning educational services, miscellaneous durable goods merchant wholesalers, and nursing and residential care facilities industries, exemplify the broker's versatile expertise. Operating as part of a local brokerage firm, Rockville Benefit Advisor's New York, NY office is well-versed in the intricacies of the insurance landscape. Their demonstrated proficiency in working with midsize employers underscores their ability to navigate the unique challenges faced by businesses of this scale. In summary, this office excels in leveraging its extensive experience, local presence, and industry-specific knowledge to provide tailored insurance solutions for employers, making it a strategic choice for those seeking comprehensive and reliable benefit advisory services.
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.
INSMED INSURANCE AGENCY - NEW YORK, NY
INSMED INSURANCE AGENCY - NEW YORK, NY
Harrison, New York
The InsMed Insurance Agency Inc. is an independent insurance organization dedicated to the insurance needs of America’s healthcare professionals and institutions. The company currently works with numerous medical schools, teaching hospitals and physician practices across the country in identifying disability insurance policies that address the unique income needs of healthcare professionals and provides a team based sales and service approach though a local insurance producers and centralized customer service teams. InsMed Insurance Agency Inc. is licensed to transact insurance business in the state of California, under license # 0F04149.
TPG GROUP - BRIDGEPORT, CT
TPG GROUP - BRIDGEPORT, CT
Norwalk, Connecticut
TPG (Nasdaq: TPG) is a leading global alternative asset management firm, founded in San Francisco in 1992, with $251 billion of assets under management and investment and operational teams around the world. TPG invests across a broadly diversified set of strategies, including private equity, impact, credit, real estate, and market solutions, and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. For more information, visit www.tpg.com. --- Disclaimer: The information on this page is for informational purposes only. Nothing on or within this page constitutes an offer to sell, or a solicitation of an offer to buy, any security or product of TPG or any TPG-managed fund. TPG is not responsible for any content posted by third parties on these pages.
HERITAGE BENEFIT SOLUTIONS - NEW YORK, NY
HERITAGE BENEFIT SOLUTIONS - NEW YORK, NY
Woodbury, New York
Heritage Benefit Solutions, based in the vibrant hub of New York, NY, boasts a substantial and adept team at their larger office. Specializing in insurance solutions, their focus on medical and ancillary benefits positions them as a reliable partner for local and regional employers. With a notable clientele, including industry leaders like Ferrandino & Son, Monday Properties Services, and Storage Deluxe Mgt, Heritage Benefit Solutions has consistently served businesses in the nonresidential building construction, activities related to real estate, and lessors of real estate sectors. What sets this office apart is its deep-rooted expertise across diverse industries, evident in their successful collaborations with clients spanning real estate, construction, and property management. As part of a respected local brokerage firm, Heritage Benefit Solutions brings both a local touch and a broader network to the table. Their demonstrated experience with midsize employers reflects a nuanced understanding of the unique challenges and opportunities faced by businesses of this scale. Employers seeking comprehensive and tailored insurance solutions will find Heritage Benefit Solutions' New York office to be a strategic partner, leveraging its regional knowledge and industry-specific acumen to enhance employee benefits and overall business performance.
TZEDAKAH HOUSE LLC - NEW HAVEN, CT
TZEDAKAH HOUSE LLC - NEW HAVEN, CT
Woodbridge, Connecticut
Tzedakah House LLC, based in New Haven, CT, is a prominent insurance broker with a larger office, specializing in comprehensive solutions for employer benefits. Their substantial expertise in medical and ancillary benefits positions them as a trusted partner for both local and regional employers. Noteworthy clients such as Braxton Manufacturing Co in the machine shops; turned product; and screw, nut, and bolt manufacturing industry with 190+ participants, and Tower Laboratories in the pharmaceutical and medicine manufacturing sector with 270+ participants, underscore their proficiency in diverse industries. Operating within the thriving business community of New Haven, Tzedakah House LLC seamlessly combines local insights with industry-specific knowledge. Their demonstrated experience across pharmaceutical and medicine manufacturing, as well as machine shops; turned product; and screw, nut, and bolt manufacturing industries, showcases a versatile skill set to address the unique needs of businesses in these sectors. As part of a local brokerage firm, Tzedakah House LLC brings the advantages of regional familiarity and a client-centric approach. Their demonstrated experience with midsize employers further emphasizes their ability to tailor benefits solutions effectively, making them a strategic partner for businesses in New Haven, CT, seeking comprehensive and customized insurance options.
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CROSS INSURANCE - BRIDGEPORT, CT
CROSS INSURANCE - BRIDGEPORT, CT
Shelton, Connecticut
Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.
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.
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