Advisors near Doylestown, Pennsylvania
Showing 1 - 12 of 202 results
LYONS INSURANCE AGENCY - PHILADELPHIA, PA
LYONS INSURANCE AGENCY - PHILADELPHIA, PA
Wilmington, Delaware
Lyons Companies is Delaware's largest independent insurance brokerage. Founded in 1984 by David F. Lyons, Sr., the firm is owned and led by Catharine N. Lyons, President and CEO, making Lyons Companies the largest female-owned insurance broker in the region. In 2004, Lyons Companies was invited to become an Assurex Global Partner. Assurex is an exclusive partnership of the top independent brokers worldwide. Assurex partners are selected for their ability to provide innovative, customer-driven insurance, risk management and employee benefits services.
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.
MEEKER SHARKEY & HURLEY - NEW YORK, NY
MEEKER SHARKEY & HURLEY - NEW YORK, NY
Cranford, New Jersey
Meeker Sharkey & Hurley, situated in the heart of New York, NY, is a distinguished insurance broker specializing in employer benefits. With a focus on medical and ancillary benefits, this office boasts extensive expertise in catering to the needs of local and regional employers. Their commitment to excellence is reflected in their diverse client portfolio, which includes prominent entities such as The Arc of Union County, a leader in individual and family services with over 180 participants, and Trinitas Regional Medical Center, a major player in the hospitals industry with a participant count exceeding 590. This dynamic location excels across multiple industries, demonstrating a profound understanding of the unique challenges and opportunities presented by the healthcare and service sectors. Their comprehensive approach extends to fostering strong relationships with clients, ensuring that each employer receives tailored solutions aligned with their specific requirements. As a key player in the insurance landscape, Meeker Sharkey & Hurley operates as part of a local brokerage firm, solidifying their commitment to the community and enabling them to provide personalized, hands-on service. Employers seeking a reliable partner in navigating the complex landscape of benefits will find a strategic ally in this New York-based Meeker Sharkey & Hurley office.
HARDENBERGH INSURANCE GROUP - PHILADELPHIA, PA
HARDENBERGH INSURANCE GROUP - PHILADELPHIA, PA
Evesham, New Jersey
Insurance is the business of protecting futures. Whether it’s for individuals or families, a small business or corporation, you want experienced professionals to help you prepare for life’s uncertainties. Hardenbergh Insurance Group offers personal and business insurance, as well as group and individual benefits. Our policies include automobile, homeowners, liability, workers’ compensation, medical and more. A PROUD TRADITION The Hardenbergh Insurance Group has been a family owned and operated company for three generations. In over 60 years of business in the Delaware Valley we have focused on insuring futures of both business and families. The tradition and culture created in 1954 still continues today. OUR MOST IMPORTANT ASSET At Hardenbergh we use our 60 years of experience in the insurance industry and leading-edge technology to provide a strategic plan to best meet the needs of our clients. Our staff expertise extends to all varieties of insurance coverages and allows us to keep pace in this continually evolving industry. Our unique culture has enabled us to quickly adapt our services to satisfy our customers. A SUPERIOR LEVEL OF SERVICE Our agency provides the best solutions for your insurance and risk management planning. We utilize the industry’s top providers, and our dedicated staff creates cost effective, tailored service plans to protect your families and your financial and business goals. We are proactive for you, year round, which is the best strategy for your success.
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
HP PLANNING - NEW YORK, NY
HP PLANNING - NEW YORK, NY
Madison, New Jersey
Healthcare Partners Investments, LLC organizes, develops, owns, and operates medical/surgical programs and hospitals. The company also owns hospitals and medical ancillaries. Healthcare Partners Investments, LLC is headquartered in Oklahoma City, Oklahoma.
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.
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.
BENESERV CORPORATE BENEFIT SERVICES - PHILADELPHIA, PA
BENESERV CORPORATE BENEFIT SERVICES - PHILADELPHIA, PA
Media, Pennsylvania
BeneServ has been serving businesses in the Greater Philadelphia area for over 30 years. We have become one of the largest, most respected benefit consulting firms due to our award-winning customer service. Our in-house client support team is available Monday through Friday from 9 a.m. – 8 p.m. to provide immediate assistance. Clients can also reach us 24/7 online, through email or by text. We have helped our clients obtain millions of dollars in premium savings with our strategic renewal negotiation and claims reduction approach. Seven out of ten companies that review our benefit consulting and HR services make the switch to BeneServ from their current broker. We are proud that we have built long lasting relationships with our clients year after year.
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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
LEONARD BRODSKY & ASSOCIATES - PHILADELPHIA, PA
LEONARD BRODSKY & ASSOCIATES - PHILADELPHIA, PA
New Hope, Pennsylvania
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