Advisors near Stony Brook, New York
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ZEV RETEK - NEW YORK, NY
ZEV RETEK - NEW YORK, NY
Brooklyn, New York
Zev Retek's New York, NY office is a trusted insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, this office has established itself as a valuable resource for local and regional employers. Their expertise in tailoring benefit solutions to meet the unique needs of businesses in the area is unmatched. One of the standout features of Zev Retek's New York office is their impressive client portfolio, which includes B & H Foto & Electronics Corp, a prominent player in the retail trade industry. Serving more than 1980 participants in this sector, Zev Retek has demonstrated its ability to provide tailored benefit solutions that cater to the specific requirements of retail businesses. Their extensive knowledge and experience across retail trade industries make them a go-to choice for employers in this field. What sets this office apart is its affiliation with a local brokerage firm, which enables them to tap into valuable local insights and resources. This local connection strengthens their ability to provide personalized and effective benefit solutions that align with the unique business landscape of New York. For employers seeking comprehensive and customized benefits packages, Zev Retek's New York office is a reliable partner known for its expertise, client-focused approach, and strong track record in the industry.
METRODI - NEW YORK, NY
METRODI - NEW YORK, NY
Jericho, New York
MetroDI is a true 'One Stop DI Shop'​ for insurance producers. We offer a variety of disability income & business protection solutions in order to meet the needs of today's marketplace, giving our producers the confidence in knowing they are always selling the most competitive product. Our team of brokerage & underwriting specialists provide unbiased opinions and ideas tailored to your clients needs. Our services include Contracting & Licensing Assistance, On-Staff Underwriting, Sales Support & Product training. We are affiliated with all Disability carriers. By offering a selection of carriers, we can provide you with the contract that best suits each individual clients needs. We offer continuous producer support. Our team of experienced brokerage and underwriting specialists guide insurance professionals from product design through underwriting and policy placement. We offer the support you need so you can do what you do best - sell more DI! We monitor the market for the latest trends in order to give our producers an edge in competitive sales situations. MetroDI is the premier brokerage agency for Disability Income and Business Protection products. We strive to ensure that every policy is delivered with the best rating based on clients medical, financial and occupational history. We aim to be an invaluable resource in order for our producers to experience the satisfaction of delivering excellence, exceeding expectations, and outperforming their competitors. Specialties: Individual Disability Income, Business Overhead Expense, Key Person Disability Insurance, Retirement Income Replacement, Business Loan Protection, Disability Buyout, Impaired Risk, Guaranteed and Simplified Issue Plans, Specialty Coverage for Athletes, Entertainers and High Profile People.
RISK STRATEGIES - NEW HAVEN, CT
RISK STRATEGIES - NEW HAVEN, CT
Branford, 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.
BEN WERZBERGER & ASSOC LP - NEW YORK, NY
BEN WERZBERGER & ASSOC LP - NEW YORK, NY
Brooklyn, New York
Ben Werzberger & Assoc Lp, located in the bustling heart of New York, NY, stands as a prominent insurance brokerage firm specializing in employer benefits. This larger office is renowned for its adept handling of medical and ancillary benefits, catering predominantly to local and regional employers. Notably, their expertise shines in the nursing and residential care facilities industries, marking them as a top choice for businesses within this sector. Their client roster is impressive, featuring prominent names such as Premier Management Support from the personal services industry, with over 430 participants, and Sentosa Care, a key player in the nursing and residential care facilities industry, with upwards of 520 participants. Additionally, Ventura Services, another significant name in the nursing and residential care facilities industry, relies on their expertise for its 150+ participants. This diverse clientele underscores the firm's ability to handle complex and varied insurance needs. As a part of a local brokerage firm, Ben Werzberger & Assoc Lp brings a personalized touch to their services, blending deep local knowledge with a broad understanding of industry-specific requirements. They have carved a niche in effectively serving midsize employers, demonstrating a keen ability to tailor their offerings to meet the unique needs of this segment. Their proficiency in navigating the intricate landscape of employer benefits, coupled with a strong focus on key industries, makes Ben Werzberger & Assoc Lp a distinguished choice for businesses seeking comprehensive and tailored insurance solutions in New York.
MERIDIAN BENEFITS CONSULTING GROUP - NEW YORK, NY
MERIDIAN BENEFITS CONSULTING GROUP - NEW YORK, NY
Croton Falls, New York
Meridian Benefits Consulting Employee Benefits team relies on the technology tools, detailed plan design analysis, up to the minute market knowledge and practical experience to provide our clients with cost effective benefits management. You can be confident of our expertise in all aspects of fully insured and self-funded plans. Our clients range from entrepreneurial growth start-ups, manufacturing firms, software consultants to multi-location publicly held corporations and prominent cultural and educational institutions, both for profit and not for profit. Meridian Benefits Consulting combines market savvy, long term relationships and a technically superior staff of experienced benefits professionals to provide our clients with a broad range of resources.
LENOX ADVISORS - NEW YORK, NY
LENOX ADVISORS - NEW YORK, NY
New York, New York
Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients. As your advocate, we take the time to deeply understand your goals and values and then develop strategies to help protect and preserve your wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help you achieve what matters most — a strong financial future for you and your family. Lenox Advisors is a certified great workplace by the independent analysts at Great Place to Work®. “We were thrilled to become Great Place to Work-Certified for the sixth time,” said Greg Large, President & Chief Operating Officer. “Our employees are our most valuable asset. Understanding how our employees think and feel is deeply rooted in our culture and aspirations as a leadership team. As people everywhere reconsider what they want and need to excel at work, it’s essential that we ask the tough questions to shape better experiences.”
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