Advisors near Wappingers Falls, New York
Showing 1 - 12 of 110 results
FIELDSTONE  - NEW YORK, NY
FIELDSTONE - NEW YORK, NY
Mahwah, New Jersey
Fieldstone brings years of global experience in energy and infrastructure. In Africa and emerging economies, our market credibility has allowed us to build a broad investment banking platform serving other sectors as well as directing asset management and principal investments.
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.
NFP - POUGHKEEPSIE, NY
NFP - POUGHKEEPSIE, NY
Fishkill, New York
We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.
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.
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.
RISK STRATEGIES - BRIDGEPORT, CT
RISK STRATEGIES - BRIDGEPORT, CT
Fairfield, 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.
FUTURE VALUE ASSOCIATES - NEW YORK, NY
FUTURE VALUE ASSOCIATES - NEW YORK, NY
Pound Ridge, New York
Future Value Associates is a reputable insurance broker based in Pound Ridge, New York. Situated in an ideal location, they have effectively served various clients, including MGM Resorts International, a prominent employer in the gambling industries sector. Working closely with the HR and finance team at MGM Resorts, Future Value Associates successfully established a tailored self-funding arrangement. They also designed a comprehensive healthcare package comprising a self-funded HMO plan, PPO plan, PBM, and drug plan to meet the unique needs of the company's 29,390 members. With extensive experience in working with self-funded employers, Future Value Associates excels in catering to client requirements, particularly in collaboration with PPOs. Additionally, their expertise extends to pharmacy benefit managers (PBMs) and other specialized pharmacy providers. Their client base encompasses large, midsize, and small employers across a range of industries. Noteworthy employer clients of Future Value Associates in this Pound Ridge location include MGM Resorts International, A.B. Data, Ltd., Barr & Barr, and Dan Klores Communications LLC. Their exceptional services span across New York and Wisconsin, supporting a diverse set of clients. Future Value Associates boasts an impressive M Score, a testament to their extensive experience and expertise across various client sizes and industries. They possess a profound understanding of the gambling industries, professional, scientific, and technical services, as well as nonresidential building construction sectors.
AON RISK SERVICES - BRIDGEPORT, CT
AON RISK SERVICES - BRIDGEPORT, CT
Norwalk, Connecticut
We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that help protect and grow their businesses.
EPIC - BRIDGEPORT, CT
EPIC - BRIDGEPORT, CT
Stamford, Connecticut
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
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MARSHALL & STERLING - POUGHKEEPSIE, NY
MARSHALL & STERLING - POUGHKEEPSIE, NY
Poughkeepsie, New York
Marshall & Sterling Insurance, Inc., founded in 1864, is among the largest privately owned insurance agencies in the United States, with total written premiums in excess of $1 billion. An employee-owned company with more than 550 insurance specialists, Marshall & Sterling maintains a national presence, is licensed throughout the nation* and the U.S. Virgin Islands, and is well positioned to serve the requirements of international clients. Marshall & Sterling is a leading broker for all lines of business and personal insurance, specialty risks including bonds, and employee group benefits, specializing in public entities, schools, campgrounds, the hospitality industry, manufacturers, professional and directors and officers liability, health care, construction, specialty programs, workers’ compensation and crime/bond. Marshall & Sterling has direct and preferred relationships with the leading insurance companies, providing clients with the broadest and most competitive programs available in the industry. According to a ranking by the Insurance Journal, Marshall & Sterling is currently ranked 32nd among more than 40,000 privately-held insurance agencies in the U.S. and is ranked among the top performers in the annual Best Practices Study conducted by the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting. Follow Link to View Disclaimer: www.marshallsterling.com/linkedin-disclaimer
MY BENEFIT ADVISOR - NEW YORK, NY
MY BENEFIT ADVISOR - NEW YORK, NY
Elmwood Park, New Jersey
My Benefit Advisor (MBA) is an employee benefits consulting firm designed to guide employers through the complexity of planning, communicating, and managing a successful employee benefits program. Our client relationships are driven exclusively through a select group of brokers.
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