Advisors near Pennsylvania
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ALERA GROUP - LANCASTER, PA
ALERA GROUP - LANCASTER, PA
Lancaster, Pennsylvania
Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.
STERLING BENEFITS - PHILADELPHIA, PA
STERLING BENEFITS - PHILADELPHIA, PA
St Davids, Pennsylvania
Sterling Benefits, LLC is an employee benefits firm that provides expertise to employer groups of all sizes in both the public and private sector. We employ a dedicated and experienced team of professionals in Sales, Service, HR Compliance and Claims Adjudication and continually strive to educate our clients on how best to manage their programs in today's complex insurance environment.
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
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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LOCKTON - PITTSBURGH, PA
LOCKTON - PITTSBURGH, PA
Pittsburgh, Pennsylvania
What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,000+ Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 14 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2022 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.
LEONARD BRODSKY & ASSOCIATES - PHILADELPHIA, PA
LEONARD BRODSKY & ASSOCIATES - PHILADELPHIA, PA
New Hope, Pennsylvania
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