Advisors near Trappe, Pennsylvania
Showing 1 - 6 of 360 results
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.
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
THE BEACON GROUP OF COMPANIES - PHILADELPHIA, PA
THE BEACON GROUP OF COMPANIES - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
The Beacon Group of Companies, based in Philadelphia, PA, commands a significant presence as a larger office, distinguished by its expertise in providing comprehensive benefit solutions. With a proven track record of working with self-funded clients, this office is adept at supporting the unique needs of local and regional employers across various industries. Notable among their top customers are Pei-Genesis in the semiconductor and electronic component manufacturing industry and Sage Senior Living in residential building construction. These collaborations underscore The Beacon Group's commitment to tailoring benefit packages to the specific demands of diverse sectors, managing benefits for 310+ and 340+ participants, respectively. With a keen focus on the residential building construction industry, The Beacon Group exhibits great expertise in understanding and addressing the challenges faced by businesses in this sector. As part of a local brokerage firm, this office in Philadelphia is deeply integrated into the community, offering a personalized approach to client service. Demonstrating versatility, The Beacon Group has showcased its experience with midsize employers, further reinforcing its ability to navigate the nuances of businesses of varying scales. As a reliable partner for employers seeking tailored and effective benefit solutions, The Beacon Group of Companies stands out in the dynamic landscape of insurance brokerage.
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.
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