Advisors near Lower Gwnedd, Pennsylvania
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WORLD INSURANCE ASSOCIATES - PHILADELPHIA, PA
WORLD INSURANCE ASSOCIATES - PHILADELPHIA, PA
Philadelphia, Pennsylvania
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation. With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.
CBSI - TRENTON, NJ
CBSI - TRENTON, NJ
Hightstown, New Jersey
CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.
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.
POPULYTICS - ALLENTOWN, PA
POPULYTICS - ALLENTOWN, PA
Allentown, Pennsylvania
About Us For employers who want happier, more productive employees and want to go beyond standard programs, Populytics provides a comprehensive well-being strategy that's custom fit. We set ourselves apart by offering a complete portfolio that touches every aspect of well-being and is backed by a diverse team of professionals across multiple disciplines. Why Populytics Our total well-being solutions are supported by years of experience and are administered by certified, professional counselors, coaches, and educators. We are aligned with one of the largest health networks in the region, offering countless options and expert support. Health Care Industry Expertise: We’re connected to Lehigh Valley Health Network (LVHN), with 13 hospital campuses throughout a 10-county service region of Pennsylvania. Customized Services: Populytics’ suite of services can be designed for your unique needs, no matter how complex. Reliable History: Our company is built on a strong foundation of health care and insurance industry expertise, corporate wellness, behavioral health, data analytics, and years of industry successes. Quality Premise: Just like our goals in health care, our approach to services is quality-driven. We go to great lengths to ensure accuracy, efficiency, and highest quality in all we do. Mission: At Populytics, our mission is to increase the quality and value of the patient experience through advanced health care analytics insights and comprehensive population health management by transforming claims and clinical data into actionable strategies and solutions. Populytics integrates health plan management, advanced analytics, and clinical care delivery—facilitating the movement to value-based care. Claims and clinical data are collected and aggregated via advanced analytics tools to provide actionable information. This comprehensive solution closes the gap between payers and providers, resulting in higher quality care at a better value.
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.
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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.
BUCKINGHAM - PHILADELPHIA, PA
BUCKINGHAM - PHILADELPHIA, PA
Doylestown, Pennsylvania
Buckingham Insurance Brokers, situated in Philadelphia, PA, distinguishes itself with its profound expertise in catering to local and regional employers, primarily focusing on medical and ancillary benefits. This office, being an integral part of a local brokerage firm, brings a personalized touch to its services, underpinned by a deep understanding of the unique needs of the regional market. Their proficiency is particularly notable in the industries of beer, wine, and distilled alcoholic beverage merchant wholesalers, where they have established a strong reputation. This expertise is evidenced by their work with prominent clients such as the Wine and Liquor Salesmen of New Jersey Local No 19D Welfare Fund. This client, rooted in the New York alcoholic beverage wholesaling industry, benefits from Buckingham's tailored services for its 370+ participants, ensuring their specific industry needs are met with precision. Additionally, Buckingham's prowess extends to the healthcare sector, demonstrated by their successful partnership with the United Health and Welfare Fund. Based in New Jersey and operating within the ambulatory health care services industry, this client entrusts Buckingham to manage the benefits of its 110+ participants. This collaboration highlights Buckingham's capacity to handle complex benefit requirements in the healthcare industry, further solidifying their position as a versatile and reliable insurance broker. Overall, Buckingham's Philadelphia location stands out for its specialized focus on industries such as alcoholic beverage wholesaling and healthcare, coupled with its local market expertise. This makes them an ideal choice for employers seeking a knowledgeable and regionally-focused insurance broker.
O'NEILL VOLUNTARY BENEFIT SERVICES - PHILADELPHIA, PA
O'NEILL VOLUNTARY BENEFIT SERVICES - PHILADELPHIA, PA
Wilmongton, Delaware
At O'Neill Insurance, we help businesses and families like yours achieve peace of mind by protecting what matters most. We do this by serving as your trusted advisor, guiding you through our proven risk management process and educating you every step of the way. Our process is designed to give you the resources, tools, and knowledge to understand the complexities of your risk exposures and empower you to make informed decisions about your risk management and insurance program. We stand shoulder-to-shoulder with you, as your trusted partner to develop a tailored risk management and insurance program that's designed to meet your specific and unique needs. Your protection is our priority. Whether it's your business, your home, your cars, your collectibles or your loved ones - we're here to serve you. To learn more, visit us at www.oneillinsurance.com
CONESTOGA GROUP - PHILADELPHIA, PA
CONESTOGA GROUP - PHILADELPHIA, PA
Malvern, Pennsylvania
Conestoga Group's Philadelphia office is a notable presence in the insurance brokerage landscape, catering specifically to local and regional employers with a focus on medical and ancillary benefits. As a larger office within a local brokerage firm, they bring a wealth of expertise and a personalized approach to benefits solutions. Their proficiency is particularly evident in their work with midsize employers, a segment where they have demonstrated considerable experience and success. This is highlighted by their impressive portfolio of top customers from various industries. For instance, in the nonresidential building construction industry, they service International Management Consultants, a prominent Pennsylvania-based firm with over 140 participants. Their expertise extends to the residential building construction industry, exemplified by their relationship with Milbern Builders Associates, another Pennsylvania-based company, catering to over 110 participants. Furthermore, in the architectural, engineering, and related services industry, they support Olin Partnership Ltd, serving more than 150 participants, underscoring their versatility and capability in handling diverse client needs. The Conestoga Group's strength lies in their deep understanding of specific industries, including computer systems design and related services, residential and nonresidential building construction. This specialized knowledge allows them to offer tailored insurance solutions that align with the unique challenges and requirements of these sectors. Employer benefits buyers considering this office for their insurance needs can expect a blend of local insights, industry-specific expertise, and a proven track record in managing benefits for midsize employers. Conestoga Group's Philadelphia office stands out as a capable and knowledgeable partner in the realm of employee benefits and insurance solutions.
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.
ONEDIGITAL - ALLENTOWN, PA
ONEDIGITAL - ALLENTOWN, PA
Allentown, Pennsylvania
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
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