Advisors near Pennsylvania
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GREYSTONE BENEFITS - PHILADELPHIA, PA
GREYSTONE BENEFITS - PHILADELPHIA, PA
Berwyn, Pennsylvania
Greystone Benefits, a highly acclaimed local insurance broker based in Berwyn, Pennsylvania, caters to clients primarily from midsize employers. Renowned for their exceptional customer service and expertise, they have garnered excellent reviews from satisfied clients. One remarkable example of their success lies in their collaboration with Becket & Lee LLP, a prominent employer in the legal services industry with 130 members. Greystone Benefits worked closely with Becket & Lee LLP's HR and finance team to establish a tailored self-funding arrangement and a PPO plan that catered specifically to the unique needs of their members. This exemplifies their commitment to providing customized solutions. Specializing in the legal services industry, Greystone Benefits possesses extensive expertise in this field, ensuring that clients receive tailored insurance solutions that meet their specific requirements. Situated in Berwyn, Pennsylvania, this office of Greystone Benefits serves clients across the state. With a strong focus on the local market, they have established themselves as a reliable and trusted insurance broker for employers in the region. Among their notable employer clients is Becket & Lee LLP, reflecting their ability to serve prominent organizations in the legal services industry. With their dedication to customer service, industry expertise, and focus on the local market, Greystone Benefits stands as a trusted partner for midsize employers in Pennsylvania, providing comprehensive and personalized insurance solutions.
THE BEACON GROUP OF COMPANIES - PHILADELPHIA, PA
THE BEACON GROUP OF COMPANIES - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
Beacon Financial Services serves as business & personal financial advisors that provide personalized service and advice on investments, insurance, and other planning strategies. We serve high net worth individuals, business owners, corporate clients, and professional-athlete clients through a disciplined approach to provide customized client services in the areas of asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning strategies, and business succession planning. Securities and Retirement Plan Consulting Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
BENEFIT CONNECTIONS, INC. - HARRISBURG, PA
BENEFIT CONNECTIONS, INC. - HARRISBURG, PA
Carlisle, Pennsylvania
Benefit Connections, Inc. is a reputable local insurance broker headquartered in Carlisle, Pennsylvania. With a strong track record of delivering exceptional customer service and expertise, they have received high ratings from their satisfied clients. Their expertise extends to clients of all sizes, ranging from large corporations to midsize and small employers. One notable example of their successful work is their collaboration with Daily Express Inc, an employer in the specialized freight trucking industry with a workforce of 170 members. Benefit Connections, Inc. worked closely with Daily Express Inc's HR and finance team to establish a customized self-funding arrangement designed specifically to meet the unique needs of their members. This arrangement ensured comprehensive coverage and cost-effective solutions for the company's employees. Benefit Connections, Inc. possesses a diverse range of experience and expertise across various industries and client sizes, resulting in a favorable M Score. Their extensive knowledge spans specialized freight trucking, legal services, and individual and family services industries. With clients across California, Texas, Pennsylvania, Arkansas, and Connecticut, this particular office of Benefit Connections, Inc. caters to a wide geographical area. Notable employer clients at this location include Magnesita Refractories Co, CommunityAid Administrative Offices, Daily Express Inc, and Rice Fruit Company. Benefit Connections, Inc. is committed to providing comprehensive insurance solutions to their clients, leveraging their industry-specific expertise and personalized service. As a trusted insurance broker, they strive to meet the diverse needs of employers across different industries and geographical locations, ensuring that their clients receive tailored and effective coverage options.
UNIVEST INSURANCE - PHILADELPHIA, PA
UNIVEST INSURANCE - PHILADELPHIA, PA
Lansdale, Pennsylvania
Situated in the vibrant city of Philadelphia, PA, Univest Insurance emerges as a pivotal player in the insurance brokerage landscape. Operating from a larger office, this branch prides itself on a wealth of experience and a steadfast commitment to serving the unique needs of local and regional employers. Univest Insurance excels in working with self-funded clients, showcasing a nuanced understanding of the intricacies involved in providing comprehensive coverage. Their expertise extends across a diverse array of industries, with notable clients such as Almirall in professional, scientific, and technical services, Elm Terrace Gardens in nursing and residential care facilities, and Ionos in computing infrastructure providers, data processing, web hosting, and related services. As a cornerstone of the local brokerage scene, Univest Insurance distinguishes itself through its ability to navigate the challenges faced by midsize and small employers alike. Their demonstrated experience in these segments reflects a commitment to tailoring insurance solutions to the specific requirements of businesses, fostering a sense of security and well-being within the Philadelphia community.
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GALLAGHER - HARRISBURG, PA
GALLAGHER - HARRISBURG, PA
Mechanicsburg, Pennsylvania
Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. #BuildingConfidenceTogether Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal
SIGNIFICA BENEFIT SERVICES - LANCASTER, PA
SIGNIFICA BENEFIT SERVICES - LANCASTER, PA
Lititz, Pennsylvania
Significa Benefit Services, a local insurance broker headquartered in Lititz, Pennsylvania, provides exceptional services to clients across Virginia, Pennsylvania, and Illinois. With a solid reputation in the industry, this office location has successfully served notable employers, including EBA Engineering, Inc., an 80-member company in the architectural, engineering, and related services industry. Collaborating closely with the HR and finance team at EBA Engineering, Inc., Significa Benefit Services tailored a self-funding arrangement that catered to the unique needs of their members. Distinguished by their extensive experience and expertise, Significa Benefit Services serves a diverse range of clients, including large and midsize employers. Their impressive M Score reflects their comprehensive knowledge and proficiency in working with various client sizes and industries. Notably, Significa Benefit Services excels in assisting businesses involved in highway, street, and bridge construction, eating places, as well as architectural, engineering, and related services. The broker's portfolio boasts a robust roster of clients, featuring esteemed companies like J.D. Eckman Inc, MicroHealth, LLC, Military Deli & Bakery Services, and EBA Engineering, Inc. With their strong background in serving self-funded employers, Significa Benefit Services has garnered valuable expertise in this area, enabling them to provide tailored solutions that align with the unique requirements of such clients. As a trusted insurance broker, Significa Benefit Services is dedicated to delivering exceptional service and tailored insurance solutions to meet the specific needs of their clients. Whether it's designing self-funding arrangements or providing comprehensive coverage, Significa Benefit Services is committed to ensuring the success and satisfaction of their clients in the ever-evolving insurance landscape.