Advisors near Unionville, Pennsylvania
Showing 1 - 12 of 329 results
WORLD INSURANCE ASSOCIATES - PHILADELPHIA, PA
WORLD INSURANCE ASSOCIATES - PHILADELPHIA, PA
Philadelphia, Pennsylvania
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.
BENERATION - PHILADELPHIA, PA
BENERATION - PHILADELPHIA, PA
Philadelphia, Pennsylvania
Beneration helps companies of all sizes manage their employee and benefit data – with the ultimate goal of making the HR and benefits experience flawless. Our proprietary VerifiaBill system helps ensure that companies will never pay an incorrect invoice again. VerifiaBill accurately identifies every billing error on every invoice – whether you have 5 employees or 5,000. Beneration allows HR departments to spend more time focusing on their people and less time on tedious and repetitive processes. Learn more about our invoice consolidation and auditing solutions at beneration.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.
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.
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TOMPKINS INSURANCE AGENCIES - READING, PA
TOMPKINS INSURANCE AGENCIES - READING, PA
Reading, Pennsylvania
For more than a century, Tompkins Insurance Agencies has been helping families and businesses with insurance strategies and solutions to protect their assets and manage risk. Founded in 1875, we provide a full range of personal and commercial insurance and employee benefits products and services across New York and Pennsylvania. We have established strong relationships with 50+ leading regional and national insurance carriers, which enables us to find the right combination of coverages to meet our customers’ specific needs, at the right price. At the heart of our business is our commitment to our customers, our employees and the communities we serve. *Email and LinkedIn messaging can be useful tools for transmitting information of a general nature. However, since they are not generally not encrypted or secure, please remember not to disclose sensitive information such as account numbers or social security numbers in any emails, messages or wall posts. Tompkins Insurance shares insurance industry-related articles for informational purposes only. This information is not a policy and is meant only as a general explanation of some typical insurance concepts. It should not be construed as a legal interpretation of coverages or of the insurance policies that can be written for you. Please refer to your specific insurance contracts for details on coverages, conditions and exclusions, and check with your local Tompkins Insurance advisor for specific regulations in your state. Tompkins Insurance is licensed to conduct business in all 50 states.
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
FIRST BUCKS - PHILADELPHIA, PA
FIRST BUCKS - PHILADELPHIA, PA
Langhorne, Pennsylvania
First Bucks, situated in the vibrant city of Philadelphia, PA, stands as a prominent insurance broker with a robust presence in the region. Boasting a sizable office, this branch is a pivotal player within a local brokerage firm, demonstrating a commitment to community engagement and personalized service. With a focus on employer benefits, First Bucks specializes in catering to the unique needs of both local and regional businesses. The team at this Philadelphia location possesses extensive knowledge in the intricacies of medical and ancillary benefits, showcasing their expertise across diverse industries. Noteworthy among their clientele are key players such as Cgfns International in the educational services sector, Metropolitan Veterinary Associates in the offices of health practitioners, and Neuronetics in scientific research and development. These partnerships underscore First Bucks' ability to navigate the nuanced requirements of various industries, making them a trusted choice for employers seeking tailored solutions. With a demonstrated track record of serving midsize employers, First Bucks brings valuable experience to the table. Their proficiency extends beyond mere transactions, reflecting a commitment to fostering long-term relationships and delivering impactful solutions in the dynamic landscape of employee benefits.
BOLTON - PHILADELPHIA, PA
BOLTON - PHILADELPHIA, PA
Blue Bell, Pennsylvania
We are a full service employee benefits, actuarial, investment, and compensation consulting firm with over 40 years of experience providing consulting services to clients in the Public and Corporate Sectors, Nonprofit Organizations, as well as for the Federal Government. We build long-term partnerships with our clients by delivering understandable, insightful, and impactful solutions to complex benefits issues so that they can best manage future financial risks and provide valuable benefits to their employees.
FLEXIBLE BENEFITS PLANS INC - PHILADELPHIA, PA
FLEXIBLE BENEFITS PLANS INC - PHILADELPHIA, PA
Valley Forge, Pennsylvania
Flexible Benefits Plans, Inc. is dedicated to helping our clients and brokers navigate and manage their employee benefit portfolios. With over 20 year's experience, we focus on reducing costs to maximize the values of your health, life, disability, and ancillary programs. We use a consultative approach along with account management and web-based technology to provide innovative benefit solutions. We are driven by our excellent relationships in this industry and concentrate on differentiating ourselves and our brokers from the competition through the use of our proactive service approach and experienced sales staff. Our first priority is to our customers and brokers and we look forward to building long lasting business partnerships together. FBP is a licensed Third Party Administrator and full service General Agent brokerage firm (Independence Blue Cross Level II) capable of meeting all of your needs. We are able to quote on all groups from licensed professionals to large employers within your brokered book of business. We provide the following services: -Interactive website and HR system -Strategic Planning -Benefit Plan Administration -Renewal Management -Consumerism and Trend Education -Industry Communication
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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