Advisors near Concordville, Pennsylvania
Showing 1 - 12 of 129 results
ALERA GROUP - LANCASTER, PA
ALERA GROUP - LANCASTER, PA
Lancaster, Pennsylvania
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.
THE PETERMAN GROUP - PHILADELPHIA, PA
THE PETERMAN GROUP - PHILADELPHIA, PA
Montgomeryville, Pennsylvania
The Peterman Group combines years of experience with leading-edge products to provide exceptional service and value to our customers. Our product offering includes insurance products and risk management services for commercial property, casualty, and marine; specialty coverages; surety; and employee benefits, including health, life, disability, and payroll deduction personal lines programs. Headquartered in Montgomeryville, PA we think globally but act locally, with personal services designed specifically for each individual client. The Peterman Group shares information and resources with national networks of brokers to ensure we can meet your every need, and find answers to your questions quickly and efficiently.
KT&D - PHILADELPHIA, PA
KT&D - PHILADELPHIA, PA
Wilmington, Delaware
Located in the vibrant business hub of Philadelphia, PA, Kt&D's local office is a trusted insurance broker specializing in comprehensive employee benefits solutions for both local and regional employers. With a strong focus on medical and ancillary benefits, the team at Kt&D brings valuable expertise to the table, making them an ideal choice for employers seeking tailored insurance solutions. This Philadelphia-based branch has successfully served a diverse range of clients, including top organizations such as Anesthesia Services PA, Ent and Allergy of Delaware, and Nephrology Associates. Notably, Anesthesia Services PA boasts a participant count of 190+, reflecting Kt&D's ability to handle large-scale benefits programs. Additionally, the broker has showcased its proficiency in the offices of physicians industry, consistently delivering effective solutions for clients in Delaware and beyond. As a part of a local brokerage firm, Kt&D's Philadelphia office combines the strength of a larger organization with the personalized touch of a community-focused provider. Their demonstrated experience with midsize employers further underscores their versatility in meeting the unique needs of businesses of varying scales. Choosing Kt&D means gaining a strategic partner with a proven track record, local insight, and a commitment to delivering tailored insurance solutions that empower employers and support the well-being of their workforce.
CREATIVE BENEFITS, INC. - PHILADELPHIA, PA
CREATIVE BENEFITS, INC. - PHILADELPHIA, PA
Newtown Square, Pennsylvania
Creative Benefits, Inc. is a trusted employee benefits consulting and brokerage firm with offices in Newtown Square and Kingston, Pennsylvania. We support small, mid-sized, and large employers in the tri-state area and nationwide to deliver customized, strategic employee benefits solutions. Our core values—commitment, collaboration, client-focused, and compassion—guide every client relationship and drive our approach to meaningful, long-term partnerships. Our Mission It is our mission to establish enduring partnerships with our clients and their employees by building strategic, innovative, and optimal employee benefit programs that meet the needs of each organization. What We Do We design and tailor employee benefits programs to meet and support your organization’s unique needs. Our expertise covers medical, prescription, dental, vision, life insurance, short- and long-term disability, accidental death & dismemberment, supplemental life, voluntary benefits, as well as health savings accounts (HSA), flexible spending accounts (FSA), health reimbursement accounts (HRA), Section 125 plans and long-term care. What Makes Us Different We know that benefits can be confusing—we act as an extension of our client’s HR to assist with the intricacies of employee benefits strategies, benefits administration, and employee inquiries. What To Do Next Put our experience and strategic vision to work for your company. We’ll help you navigate the often-confusing, ever-changing healthcare industry and cultivate a program that best fits your company’s needs. Contact us today at [email protected] or 866.306.0200.
JOHNSON, KENDALL & JOHNSON, INC. - PHILADELPHIA, PA
JOHNSON, KENDALL & JOHNSON, INC. - PHILADELPHIA, PA
Newtown, Pennsylvania
Johnson, Kendall and Johnson (JKJ) is an insurance brokerage and risk management firm located in Newtown, PA that has been managing corporate and personal needs for over fifty years. JKJ's personalized services in Property & Casualty Insurance, Risk & Safety Management Services and Claims Consulting, Group Benefits, Individual Life, Home and Asset Protection Program Development, Financial Services and Retirement Planning allows JKJ clients to focus on their respective businesses while JKJ provides direction in managing the risk. Our diverse clientele challenges us to create programs unique to each client. Johnson, Kendall & Johnson is licensed in various lines of business in all 50 states, with access to all of the major insurance markets. In addition, we are founding board members of RiskProNet International and UNIBA. These organizations support JKJ and one another’s ability to work with and provide dedicated service to international clients, conducts various business lines in all 50 states, with access to all of the major insurance markets. Please Go to Security Disclosures: http://www.jkj.com/social-media-disclosures/
BSI CORPORATE BENEFITS - ALLENTOWN, PA
BSI CORPORATE BENEFITS - ALLENTOWN, PA
Bethlehem, Pennsylvania
BSI Corporate Benefits (BSI) was founded in 2003 by Founder and Chief Executive Officer, Anthony (Tony) DaRe. Prior to founding BSI, Tony served clients on the insurance carrier side for Geisinger Health Plan and the University of Michigan M-Care. During that time, Tony realized his true passion was to be an advocate for clients rather than insurance carriers. He started BSI with the mission to be an advocate for clients on both a HUMAN and a FINANCIAL level. Today, BSI is a fiercely independent national employee benefits consulting firm with client groups ranging in size from 50 - 15,000 employees. BSI’s ability to successfully identify, implement, and execute immediate and long-term cost-control strategies to effectively manage our clients’ healthcare costs has resulted in BSI being named “Best Benefits Consulting Firm” since 2017. Our executive team has over 110 years of combined insurance industry experience and currently manages over $550 million in healthcare spend throughout the country. It is because of our book of business, reputation, and personal relationships with top executives at the carrier level that we are able to consistently deliver results to our clients that cannot be matched. For more information about BSI Corporate Benefits, please visit www.BSIcorporate.com or call toll-free 1-866-BSI-BENEFITS.
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
LITTLE MICHAELS & KENNEDY - PHILADELPHIA, PA
LITTLE MICHAELS & KENNEDY - PHILADELPHIA, PA
Feasterville-Trevose, Pennsylvania
Welcome to the Philadelphia office of Little Michaels & Kennedy, a leading insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, our seasoned team possesses excellent expertise in serving local and regional employers. Our commitment to understanding the unique needs of businesses has established us as a trusted partner in the vibrant Philadelphia, PA market. At Little Michaels & Kennedy, we take pride in our diverse portfolio of clients, including notable businesses like Ncb Management Services. This business support services industry leader, based in PA, entrusts us with managing benefits for over 780 participants. Our success with Ncb Management Services is indicative of our comprehensive knowledge and tailored solutions within the business support services sector, showcasing our ability to navigate the intricacies of this dynamic industry. As an integral part of the local brokerage landscape, we are deeply rooted in the Philadelphia community. Our team's local insights, combined with our affiliation with a regional brokerage firm, uniquely position us to provide personalized service and strategic guidance to employers of all sizes. Whether you are a small business or a large corporation, Little Michaels & Kennedy is your trusted partner for optimizing employer benefits in the vibrant Philadelphia market.
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.
CBDI - PHILADELPHIA, PA
CBDI - PHILADELPHIA, PA
Blue Bell, Pennsylvania
Surety provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders, developers and legal professionals to facilitate real estate purchases, construction, refinances or equity loans. Surety's thorough title searches, title clearance and title insurance policies help to produce clear property titles and enable the efficient transfer of real estate. As one of the largest local title insurance companies in New Jersey and Pennsylvania, Surety also offers title insurance and settlement services throughout the United States. Surety opened in March of 1992 and is known for its Nationwide Reach with Local Service. When you work with Surety, you're backed by an expert team poised to get your deal to the finish line, regardless of size and complexity. We have the industry-leading products, services and expertise you need to close your transaction efficiently — wherever you happen to be in the process. Our team of industry experts, veteran national underwriters and experienced local transaction managers all share one common goal: getting you — and your transaction — across the finish line. Every Title Insurance transaction is unique. We'd love to consult with you about yours. 1-800-90-TITLE | [email protected] | www.mysurety.com
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HARDING-YOST INSURANCE ASSOCIATES - LANCASTER, PA
HARDING-YOST INSURANCE ASSOCIATES - LANCASTER, PA
Denver, Pennsylvania
Harding-Yost Insurance operates as a full-service independent agency servicing clients across Pennsylvania and the surrounding states. We have access to over 100 carriers for your Commercial, Employee Benefits and Personal Insurance needs.
MILLENIUM INSURANCE GROUP INC - LANCASTER, PA
MILLENIUM INSURANCE GROUP INC - LANCASTER, PA
New Holland, Pennsylvania
Millenium Insurance Group Inc is an insurance company based out of 135 E Main St, New Holland, Pennsylvania, United States.
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