Advisors near Reinholds, Pennsylvania
Showing 1 - 12 of 151 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.
COMMONWEALTH FINANCIAL GROUP - YORK, PA
COMMONWEALTH FINANCIAL GROUP - YORK, PA
Dillsburg, Pennsylvania
Commonwealth Financial Group, a reputable local insurance broker based in Dillsburg, Pennsylvania, is dedicated to providing exceptional insurance solutions to a diverse range of clients. With a strategic office location, they have demonstrated their expertise by successfully collaborating with Frog Switch & Manufacturing Co, a prominent employer in the foundries industry, comprising ten dedicated members. Their partnership with Frog Switch & Manufacturing Co was highly effective, as Commonwealth Financial Group worked closely with the HR and finance team to establish a tailored self-funding arrangement. This arrangement was meticulously designed to cater to the unique needs of the company's employees, ensuring comprehensive coverage and financial stability. Notably, Commonwealth Financial Group possesses extensive experience in serving self-funded employers, catering to clients of varying sizes, including large, midsize, and small employers. Their impressive portfolio includes esteemed employer clients such as Karns Quality Foods Ltd, Apex Homes of Pa. LLC, Bob Ruth Ford Inc, and Higher Information Group, LLC, representing diverse industries across Pennsylvania. Thanks to their wide-ranging expertise and industry-specific knowledge, Commonwealth Financial Group boasts a commendable M Score, positioning them as one of the leading brokerages in the York, PA market. Their specialization extends to nonresidential building construction, grocery and convenience retailers, and the foundries industries. While the majority of their clients have praised their services, it is worth noting that a few customers have expressed lower satisfaction levels. It may be prudent to investigate these reviews further when evaluating potential partners. Nonetheless, Commonwealth Financial Group's established presence, extensive experience, and strong industry knowledge make them a compelling choice for insurance brokerage needs in Pennsylvania.
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
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
TGA - YORK, PA
TGA - YORK, PA
York, Pennsylvania
As a proud neighborhood agency, our goal is to bring superior protection and peace-of-mind to the businesses, nonprofits and people in our community by providing meaningful commercial and personal insurance products, benefits packages and risk management guidance. Simply put, the TGA team is here to help you protect what’s most important—both in life and business. Visit our website to learn more about how we can help support you in critical moments, protect you while you do what you love and be a true partner to your family or organization.
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.
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
SIGNIFICA BENEFIT SERVICES - LANCASTER, PA
SIGNIFICA BENEFIT SERVICES - LANCASTER, PA
Lititz, Pennsylvania
Third Party Administrator, specializing in self funded employee benefit services, including medical, dental, vision, STD, FSA and HRA programs. Expertise in employee health and welfare compliance services including the Affordable Care Act (ACA) provisions and requirements.
CONRAD SIEGEL - HARRISBURG, PA
CONRAD SIEGEL - HARRISBURG, PA
Harrisburg, Pennsylvania
Conrad Siegel, situated in Harrisburg, PA, stands out as a significant and well-established brokerage office, particularly adept at serving local and regional employers. This office is known for its proficiency in handling medical and ancillary benefits, a vital aspect for employer benefits buyers to consider. At the forefront of their client list are noteworthy entities such as Central Penn, a key player in the educational services industry in Pennsylvania, with over 90 participants. This demonstrates Conrad Siegel's ability to manage benefit programs for organizations with a substantial number of beneficiaries. Similarly, their work with Milton Hershey School, another educational institution in Pennsylvania, catering to over 1310 participants, showcases their capacity to handle large-scale benefit plans effectively. In addition to educational services, Conrad Siegel's Harrisburg office has carved a niche in the nursing and residential care facilities industries, indicating a versatile and adaptable approach to various sector needs. Their client roster also includes Conrad M Siegel, operating in the professional, scientific, and technical services industry, with more than 70 participants, further underlining their diverse expertise. As part of a local brokerage firm, this office brings a personalized touch to its services, combining local insights with industry expertise. Their demonstrated experience with small employers adds another layer to their profile, making them a reliable choice for businesses of varying sizes seeking tailored insurance solutions. This blend of local knowledge, industry versatility, and capacity to manage both small and large-scale benefit programs makes Conrad Siegel's Harrisburg office a compelling option for employer benefits buyers seeking a dependable insurance broker.
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HUB INTERNATIONAL - PHILADELPHIA, PA
HUB INTERNATIONAL - PHILADELPHIA, PA
Plymouth Meeting, Pennsylvania
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
BIRCH BENEFITS - PHILADELPHIA, PA
BIRCH BENEFITS - PHILADELPHIA, PA
Wayne, Delaware
- Main support for all claims, benefits, and enrollment inquiries for 22 employer groups - Prepared and conducted open enrollment meetings by collaborating with various carriers to collect data for meetings along with communicating to the employer group any changes both on the state and federal level under ERISA, COBRA, HIPAA, and the ACA -Worked directly with carriers to resolve claim disputes and eligibility issues for clients and their participants
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