Advisors near Center Valley, Pennsylvania
Showing 1 - 12 of 304 results
LINCOLN INVESTMENT PLANNING - PHILADELPHIA, PA
LINCOLN INVESTMENT PLANNING - PHILADELPHIA, PA
Ft. Washington, Pennsylvania
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of independent financial professionals and an extensive array of carefully selected investment choices. With 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 billion in assets. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies. http://www.facebook.com/LincolnInvestment https://twitter.com/LincolnInvest www.lincolninvestment.com http://www.jobs.net/jobs/lincolninvestment
GUY A PAREDES - NEW YORK, NY
GUY A PAREDES - NEW YORK, NY
Flemington, New Jersey
AF Paredes & Co is an accounting company based out of 139 Fulton St Rm 711, New York, New York, United States.
JS BENEFITS GROUP - PHILADELPHIA, PA
JS BENEFITS GROUP - PHILADELPHIA, PA
Newtown, Pennsylvania
JS Benefits Group is all things Employee Benefits! We are a thriving Employee Benefit and HR consultancy, employing a stellar team of professionals and also working with more than 30 of the nation’s top carriers. We work with employers in the Mid-Atlantic region of the US, having anywhere from 30 to 30,000 employees. We offer the following Group Benefits and HR Consulting services: Group Health, Life, Dental, Vision, Disability, Voluntary Benefits, Turn-Key Wellness Programs, Executive Benefits, HR Consulting, Healthcare Reform and other compliance services. With more than 25 years of experience, JS Benefits Group operates on a set of core principals instilled into the company’s overall philosophy. -Superior customer service which is reflected in a high degree of customer retention of our 900+ clients. -Strategic partnerships that strive to fully understand our clients’ needs and be a valuable extension of their HR and Benefits departments. -Experienced proactive approach helps us to save clients time and money in delivering a customized program that is compliant with all regulatory requirements, while maximizing the return on their investment. -Cutting-edge technology designed to simplify and ease the management of employee benefits, in addition to enhancing the employee user experience. We’d love to meet with your company today to show you what we can do for you!
NAVIGATION BENEFITS LLC - PHILADELPHIA, PA
NAVIGATION BENEFITS LLC - PHILADELPHIA, PA
Narberth, Pennsylvania
Navigation bridges the divide between the complexity of benefit choice and the importance for employees to make educated decisions about their benefits in an automated world. We help employers and advisors select and implement web-based enrollment and benefits administration solutions to achieve better results, reduce administrative costs, and simplify the business process. Navigation is also a leading industry expert in benefits education. It is our mission to provide both advanced benefits communications and personal enrollment support to ensure that employees embrace technology and make the right benefits decisions. At Navigation, we believe extraordinary results begin with the right technology and end with the personal touch. Let us help you GET THERE.
MCGRIFF - PHILADELPHIA, PA
MCGRIFF - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best. For more than a century, we’ve relied on expertise, resources, and relationships to deliver insurance and risk management solutions focused on our clients’ priorities and what they value most. McGriff is a Marsh & McLennan Agency LLC Company. Our solutions include commercial property and casualty, corporate bonding and surety, cyber, executive risk, management and professional liability, captives and alternative risk transfer programs, employee benefits, small business and personal lines insurance. Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles: Integrity: We do what we say, every single time. Determination: We relentlessly pursue success on your behalf. Passion: We are specialists in our field driven to serve you. Collaboration: We build strong relationships with teammates, partners, and you to create the best solutions. The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path. Join the thousands of businesses, organizations and individuals across the country who choose McGriff, a firm dedicated to building long-term relationships and helping protect your most valuable assets. With McGriff, you’ll never have to settle for less.
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TOTAL PACKAGE PARTNERS - PHILADELPHIA, PA
TOTAL PACKAGE PARTNERS - PHILADELPHIA, PA
Langhorne, Pennsylvania
Based in the vibrant city of Philadelphia, Total Package Partners stands out as a trusted ally for businesses seeking comprehensive employee benefits solutions. With a focus on understanding the unique needs of each client, they tailor their services to deliver the perfect package for both employer and employee satisfaction. Drawing from their experience with self-funded employers, Total Package Partners brings a depth of knowledge and expertise to the table. Their approach is marked by a commitment to staying ahead of industry trends and regulations, ensuring that clients receive the most up-to-date guidance and support. Counting industry giants like ASTRAZENECA PHARMACEUTICALS LP and PRIME THERAPEUTICS LLC among their satisfied clientele, Total Package Partners has earned a reputation for excellence and reliability in the realm of employee benefits brokerage. Whether it's navigating complex insurance landscapes or designing customized benefit plans, businesses can trust Total Package Partners to deliver solutions that truly meet their needs.
BENESERV CORPORATE BENEFIT SERVICES - PHILADELPHIA, PA
BENESERV CORPORATE BENEFIT SERVICES - PHILADELPHIA, PA
Media, Pennsylvania
BeneServ Corporate Benefit Services, based in Philadelphia, PA, stands out as a significant player in the insurance brokerage industry, particularly adept at handling the nuanced needs of both midsize and large employers. Operating as part of a local brokerage firm, this larger office boasts a remarkable track record of working effectively with self-funded clients, catering to a diverse range of industries with a specialized focus. Their prowess is especially evident in their work with notable clients like Fairmount Long Term Care, a key player in the nursing and residential care facilities industry in Pennsylvania. Serving over 220 participants, BeneServ has demonstrated their capability in managing complex benefits plans in this sensitive sector. Additionally, their expertise extends to the educational services industry, exemplified by their successful partnership with Insight Pa Cyber Charter School, managing benefits for over 300 participants. This showcases their adaptability and understanding of the unique demands of educational institutions. BeneServ's reach further extends into the professional, scientific, and technical services industry, with New Era Technology being a prime example. Handling benefits for a sizable group of 750+ participants, they have shown their ability to cater to the intricate requirements of a technologically advanced client base. This Philadelphia office's comprehensive expertise across various industries, combined with their strong local and regional presence, positions them as a versatile and reliable partner for employers looking to navigate the complexities of employee benefits. Their success with a diverse portfolio of clients reflects their commitment to customized solutions and deep industry knowledge.
KATZ/PIERZ - PHILADELPHIA, PA
KATZ/PIERZ - PHILADELPHIA, PA
Cherry Hill, New Jersey
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions. Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing. Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges. This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business.
WADE FINANCIAL - PHILADELPHIA, PA
WADE FINANCIAL - PHILADELPHIA, PA
Chalfont, Pennsylvania
Wades is a financial planning company that thinks differently about money. How? Well, we believe the truth about money is that it’s simply a means to an end. So we concentrate on that end: your aspirations, goals and family security. After we’ve established what you want to get out of life, the money part of the equation really takes care of itself. What we do OUR MANTRA It’s about people, not products. It’s about prudence, not performance. It’s about people attaining and then maintaining the life they want. It’s about families being financially secure. OUR METHODOLOGY We believe that until we really know about our clients’ lives and aspirations we have no right to talk to them about their money. That’s why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt. Our approach has 3 key stages 1. LIFE PLANNING 2. FINANCIAL PLANNING 3. INDEPENDENT FINANCIAL ADVICE
THE REINARD AGENCY - PHILADELPHIA, PA
THE REINARD AGENCY - PHILADELPHIA, PA
Feasterville, Pennsylvania
No matter what your insurance needs, Reinard Insurance has an insurance plan tailored for you. We can cover your car, home, business, recreational vehicle, life and health insurance. Our staff of insurance professionals work hard to ensure customer satisfaction, while providing a quality product we believe in. There are other agencies who provide insurance, but none of them offer the service you can expect from the Reinard Insurance Agency.
BOLTON - PHILADELPHIA, PA
BOLTON - PHILADELPHIA, PA
Blue Bell, Pennsylvania
We are a full service employee benefits, actuarial, investment, and compensation consulting firm with over 40 years of experience providing consulting services to clients in the Public and Corporate Sectors, Nonprofit Organizations, as well as for the Federal Government. We build long-term partnerships with our clients by delivering understandable, insightful, and impactful solutions to complex benefits issues so that they can best manage future financial risks and provide valuable benefits to their employees.
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