Advisors near Ohio
Showing 1 - 12 of 173 results
THE INDEMNITY GROUP - CLEVELAND, OH
THE INDEMNITY GROUP - CLEVELAND, OH
Beachwood, Ohio
As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and beyond. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 17,000 colleagues in 21 countries. ​ Ready for your next opportunity? We're looking for people with the entrepreneurial mindset and bold thinking required to meet our goals and serve our clients. ​ Additionally, you'll join a team that is committed to making an impact in our communities, For example, we have special partnerships with Helen DeVos Children’s Hospital, University of Pittsburgh Medical Center Children's Hospital, and Blythedale Children’s Hospital. Learn more at Acrisure.com.
CBIZ - CLEVELAND, OH
CBIZ - CLEVELAND, OH
Cleveland, Ohio
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
MCGOHAN BRABENDER - CINCINNATI, OH
MCGOHAN BRABENDER - CINCINNATI, OH
Cincinnati, Ohio
McGohan Brabender is an independent, forward-thinking leader in the health benefits arena. We started 48 years ago as a traditional broker and have reinvented ourselves to meet today's challenges with innovative solutions. Our proven strategy gives businesses control over escalating claims costs, and reverses the epidemic spread of chronic disease in the workplace. We proudly maintain our independence, even as we expand our national presence. That empowers each one of us to quickly respond to changes in the marketplace and make decisions that best serve our clients. Navigating the health-care landscape can be complicated. We simplify it.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
ALPHA PROPERTY & CASUALTY - CLEVELAND, OH
ALPHA PROPERTY & CASUALTY - CLEVELAND, OH
Westlake, Ohio
Ancora Holdings Group LLC is a client focused investment management, family wealth advisory and insurance agency firm that operates with the highest level of integrity and honesty in all aspects of our business. This is accomplished through a culture of entrepreneurial spirit that encourages teamwork, excellence, accessibility, humility and accountability in everything we do.
MAGIS ADVISORY GROUP - CLEVELAND, OH
MAGIS ADVISORY GROUP - CLEVELAND, OH
Avon, Ohio
Magis Advisory Group firm was named in honor of the commitment we share to servant leadership. Magis (pronounced "màh-gis") is a Latin word meaning “the more" or “the greater." The connotation of the word is not “greater than,” but rather “greater for” others and reflects the way we aspire to serve our clients. We believe that in an environment where consolidation by large national firms is the norm, the space for mid-size, privately owned firms that understand the local and regional market, as well as the national landscape, is ever more important. We possess an expertise and a different perspective that sees the big picture as well as the intricate details. Magis Advisory Group is nimble – every member of our team is empowered to make the necessary decisions for the greatest benefit of our clients. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. http://www.finra.org/ https://www.sipc.org/
MARSH MCLENNAN AGENCY - DAYTON, OH
MARSH MCLENNAN AGENCY - DAYTON, OH
Dayton, Ohio
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.
THE WORKSITE GROUP - COLUMBUS, OH
THE WORKSITE GROUP - COLUMBUS, OH
Columbus, Ohio
The Worksite Group is an employee benefits enrollment firm with locations in Columbus, OH; Chicago, IL; Pittsburgh, PA; and Holmdel, NJ. We partner with brokers, insurance carriers, and employers to implement strategy, technology, and service that deliver cost effective results at open enrollment. We understand that each client has specific needs, so we take a custom approach to each enrollment geared toward enhancing the employee enrollment experience, alleviating employer workload, and increasing broker profitability. Our enrollment style can best be described as an educational approach to benefits, designed to ensure that employees truly understand their options, empowering them to make appropriate decisions on the coverage that suits their needs best. All of our benefit counselors are paid entirely by salary, never commission. This allow our enrollment team to remain objective at all times and take a consultative approach with employees. In addition to communicating benefits, we can advise on technology, as well as, implement cost saving solutions that directly impact the bottom line of a business. BENEFITS COMMUNICATION Onsite Face-to-Face Meetings Call Center: Inbound & Outbound Shared-Screen Video Conferencing Online Scheduling for Employee Appointments Perpetual Enrollment / New Hire Onboarding Benefit Guides, Videos, Email & Text Campaigns BENEFITS ADMINISTRATION There are many variables to consider when deciding which system may or may not be the right fit. We take an agnostic approach to technology because our belief is that there is no one-size-fits-all system. Our team has enrollment experience with many platforms on the market and can help consult with clients and brokers to identify specific needs, as well as, cost. In most situations we are able to leverage our technology and carrier partnerships to subsidize some or all of the cost. Systems can be utilized for year-round benefits administration or a "one and done" at open enrollment only.
STAPLETON GROUP - TOLEDO, OH
STAPLETON GROUP - TOLEDO, OH
Swanton, Ohio
Stapleton Group's Toledo, OH office is a prominent player in the insurance brokerage landscape, boasting a substantial team and a wealth of experience. Recognized for their proficiency in serving self-funded clients, they extend their expertise to support both local and regional employers, making them a valuable partner in the insurance market. The office's impressive portfolio includes collaborations with notable organizations such as Anne Grady Corporation, a key player in individual and family services with over 160 participants; CE Electronics, a semiconductor and electronic component manufacturer in Ohio, boasting 100+ participants; and Charlie's Dodge/Grogan Towne, a significant player in the automobile dealers industry with a participant count exceeding 160. This location of Stapleton Group excels across diverse industries, showcasing their prowess in general freight trucking, hardware, plumbing, and heating equipment and supplies merchant wholesaling, as well as miscellaneous durable goods merchant wholesaling. As an integral part of a local brokerage firm, they bring a unique understanding of the regional market dynamics. With a proven track record in serving midsize employers, this larger office emphasizes personalized solutions and a commitment to meeting the specific needs of their clients. Their demonstrated expertise positions them as a reliable choice for employers seeking comprehensive and tailored insurance solutions in the Toledo, OH area.
MILESTONE BENEFITS AGENCY, INC. - COLUMBUS, OH
MILESTONE BENEFITS AGENCY, INC. - COLUMBUS, OH
Powell, Ohio
Responsible for new business at Milestone Benefits, a full service insurance agency specializing in employer-sponsored group benefits for employees. Located in Central Ohio, we are ideally situated to serve groups throughout Ohio and other states. Our focus is small to medium sized companies with both fully funded and self funded programs.