Advisors near Wappingers Falls, New York
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Showing 1 - 12 of 147 results
ASHTON BENEFITS - ENGLEWOOD CLIFFS, NEW JERSEY
Englewood Cliffs, New Jersey
Spearheading Efficiency and Optimization in Employee Benefit Plans, Eliminating Waste for Enhanced Financial and Health Outcomes.
At Ashton Benefits, we don't just provide services; we deliver a comprehensive solution for organizations seeking to enhance employee satisfaction, optimize costs, and build a resilient workforce for the future by leveraging advanced analytics to assess the effectiveness of benefit plans to recommend improvements.
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CAMBRIDGE INSURANCE ADVISORS - WESTPORT, CT
Westport, Connecticut
Cambridge Insurance Advisors brings a 32+ year track record of optimizing our clients and partners Human Capital spend. We are known as experts in Benefit Technology, Compliance, PEO, Fully Insured, and Self-Funded / Captive Strategies. We strive to be your trusted advisor of choice, recognized for our client-focused innovative approach to planning and products, highly skilled team, and industry leading client service & collaboration.
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
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.
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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
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.
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.
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
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
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
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
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.
OTTERSTEDT INSURANCE AGENCY - NEW YORK, NY
Englewood Cliffs, New Jersey
Otterstedt Insurance Agency, located in New York, NY, boasts a prominent presence as a larger office, specializing in comprehensive insurance solutions for both local and regional employers. With a dedicated focus on medical and ancillary benefits, this agency stands out for its exceptional expertise in catering to the unique needs of businesses in the medical and diagnostic laboratories as well as basic chemical manufacturing industries.
Demonstrating a track record of success, Otterstedt Insurance Agency has cultivated strong relationships with notable clients such as Collagen Matrix and Kobo Products. Collagen Matrix, a leader in the medical and diagnostic laboratories sector in NJ, with over 140 participants, and Kobo Products, a key player in basic chemical manufacturing, also with 140+ participants, are prime examples of the agency's prowess in delivering tailored insurance solutions to diverse industries.
As a part of a local brokerage firm, this office location benefits from a collaborative and community-oriented approach, enhancing its ability to understand and address the specific needs of midsize employers. With a proven commitment to excellence and a keen understanding of the intricacies within the medical and chemical manufacturing sectors, Otterstedt Insurance Agency in New York, NY, stands as a reliable partner for employers seeking robust and tailored insurance coverage for their workforce.
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