Advisors near Portland, Pennsylvania
Showing 1 - 12 of 210 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
KORE HEALTHBENEFITS - NEW YORK, NY
KORE HEALTHBENEFITS - NEW YORK, NY
Livingston, New Jersey
KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and objective advice, unrivaled in our white-glove service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles, and service commitment dating back to 1972 via our predecessor companies. We are a story of achievement through continuous adaptation and evolution—relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage.
LEONARD BRODSKY & ASSOCIATES - PHILADELPHIA, PA
LEONARD BRODSKY & ASSOCIATES - PHILADELPHIA, PA
New Hope, Pennsylvania
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.
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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.
ELD CONSULTING GROUP, LTD LLC - SCRANTON, PA
ELD CONSULTING GROUP, LTD LLC - SCRANTON, PA
Mountain Top, Pennsylvania
Eld Consulting Group, Ltd LLC, located in Scranton, PA, stands out as a trusted insurance broker catering to the needs of local and regional employers. With a strong emphasis on medical and ancillary benefits, they have honed their expertise in delivering tailored solutions that truly benefit their clients. One of Eld Consulting Group's remarkable strengths lies in their deep understanding of the insurance landscape in Scranton and the surrounding region. This localized knowledge allows them to provide employers with strategies that are not only effective but also highly relevant to their specific circumstances. Eld Consulting Group has an impressive track record, with a diverse client portfolio that includes notable companies like Hendrick Manufacturing Co. This prominent player in the fabricated metal product manufacturing industry in PA relies on Eld Consulting Group to manage its benefits program, serving over 270 participants. This partnership is a testament to the broker's ability to handle the unique challenges of different industries. Furthermore, Eld Consulting Group is an integral part of the local brokerage community, underscoring their commitment to the Scranton business landscape. Their presence in the area ensures that they are well-connected and can provide their clients with the most up-to-date information and resources. In conclusion, Eld Consulting Group, Ltd LLC, in Scranton, PA, is an insurance broker with a proven track record of delivering effective benefits solutions to local and regional employers. Their expertise, industry-specific knowledge, and strong local ties make them a valuable partner for businesses seeking comprehensive insurance solutions.
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.
NJHA HEALTHCARE BUSINESS SOLUTIONS - TRENTON, NJ
NJHA HEALTHCARE BUSINESS SOLUTIONS - TRENTON, NJ
Princeton, New Jersey
NJHA Healthcare Business Solutions (NJHA HBS) helps healthcare organizations manage their supply and operations costs by providing access to an exceptional portfolio of high-quality contracts, benefits and consultative services - without membership fees or mandatory compliance levels. By fostering a collaborative partnership with our customers, NJHA's experienced staff helps members choose solutions that best fit their customers'​ unique needs. Our Health Information Services (HIS) division has been the trusted advocate for HIM professionals for three decades and is committed to helping them achieve excellence in their demanding and changing roles. From backlog coding, data quality reviews, and interim management NJHA HBS is the premier HIM consulting company with unparalleled expertise. Specialties: HIM Consulting; Coding Services; ICD-10 Education Programs (Coder/Billing/Physician); ICD-10 Readiness Assessments; HIM Interim Management and Operational Assessments; RAC Tracking Software – AUDIT Trax. Website: www.NJHAIS.com Website: www.njha.com/business-services/
WORLD INSURANCE ASSOCIATES - NEW YORK, NY
WORLD INSURANCE ASSOCIATES - NEW YORK, NY
Iselin, New Jersey
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.
DOAMM AGENCY - TRENTON, NJ
DOAMM AGENCY - TRENTON, NJ
Lawrenceville, New Jersey
Green Brook Regional Center is a hospital & health care company based out of 275 Greenbrook Rd, Dunellen, New Jersey, United States.
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