Advisors near Newton Square, Pennsylvania
Showing 1 - 12 of 361 results
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
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.
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.
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.
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NATIONALHR RBN ASSOCIATES - PHILADELPHIA, PA
NATIONALHR RBN ASSOCIATES - PHILADELPHIA, PA
Cherry Hill, New Jersey
HR and benefits don't have to be so hard. NationalHR’s human capital solutions sync payroll, benefits administration, HR, and compliance, delivering ease, automation, and savings to companies big and small. Ask about our innovative health benefits buying model, bringing cost relief to businesses of every size and sector. Headquartered in Marlton, New Jersey, NationalHR has served private and publicly held businesses and non-profit organizations since 1980. Through 35+ years of industry experience and research, we identified areas that drag companies down, and developed a full suite of data-driven, scalable, and timely solutions. We're so certain that robust bottom lines, compliance, and employee well-being can co-exist, we literally built a business that depends on it!
ISOLUTIONS INSURANCE ADVISORS - PHILADELPHIA, PA
ISOLUTIONS INSURANCE ADVISORS - PHILADELPHIA, PA
Audubon, Pennsylvania
Insurance Solutions (iSolutions, Inc.) is an independent, full service Employee Benefits and Insurance consulting and brokerage firm. Our diverse team of experts and professionals has a proven track record spanning over a century of collective insurance industry experience. Our firm represents the very best talent in employee benefits, insurance and risk management. We deliver innovative, effective solutions to meet the needs of employers, individuals and other insurance professionals. We are experts on Health Care Reform. Our certified PPACA specialists work with employers of all sizes to help you prepare for and stay compliant with all applicable aspects of Health Care Reform. Our name reflects our philosophy and approach. At iSolutions, we do not simply place insurance products. We deliver comprehensive support and expertise to develop tailored, effective solutions that reflect your unique situation, philosophy, culture, goals, and financial objectives. We will help you address all of your specific insurance, risk management, financial, administrative and human capital needs. We deliver fresh perspectives, new ideas and practical solutions. Our expert team collaborates with diverse employers of various sizes and needs--from start up organizations to Fortune 100 companies. Each member of our team is accountable to ensure your complete satisfaction. We are not just insurance brokers. Rather we strive to become trusted advisors and true business partners to our clients.
HOWARD LAMPLUGH - PHILADELPHIA, PA
HOWARD LAMPLUGH - PHILADELPHIA, PA
Media, Pennsylvania
Located in the vibrant city of Philadelphia, the Howard Lamplugh office stands out as a formidable insurance broker, catering to the diverse needs of local and regional employers. As one of the larger offices within the brokerage firm, it boasts a team of seasoned professionals who excel in navigating the intricate landscape of employee benefits. Specializing in medical and ancillary benefits, this office has cultivated substantial expertise, particularly in serving midsize employers. Their proven track record is exemplified by their association with reputable clients such as General Doors Corporation, a wood product manufacturing industry leader with over 80 participants, Shore Medical Center in the hospitals sector with 290+ participants, and Tidewater Direct, a printing and related support activities industry player with 100+ participants, based in Maryland. What sets this Howard Lamplugh location apart is its deep-rooted understanding of the printing and related support activities as well as hospitals industries. This nuanced expertise positions them as a valuable ally for businesses seeking tailored insurance solutions within these sectors. Part of a local brokerage firm, this office leverages its regional insights to offer personalized and comprehensive services. With a client-centric approach, the Howard Lamplugh team in Philadelphia is committed to delivering top-notch insurance solutions that align seamlessly with the unique needs of each employer, making them a trusted partner in navigating the complexities of the benefits landscape.
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.
RISK STRATEGIES - PHILADELPHIA, PA
RISK STRATEGIES - PHILADELPHIA, PA
Wayne, Pennsylvania
At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.
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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