Advisors near Wayne, Pennsylvania
Showing 1 - 12 of 355 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.
GRAHAM COMPANY - LANCASTER, PA
GRAHAM COMPANY - LANCASTER, PA
Lancaster, Pennsylvania
Graham Company is an insurance brokerage and consulting firm committed to enhancing employee safety and business viability through an action oriented approach to risk management. In business for nearly 60 years, Graham Company focuses on customizing property and casualty, surety, and employee benefits programs for its clients. With its uniquely proactive approach to managing risk, Graham Company is redefining what it means to be a broker because it believes Actions Matter. To learn more about Graham Company, visit grahamco.com
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BROKERAGE CONCEPTS - PHILADELPHIA, PA
BROKERAGE CONCEPTS - PHILADELPHIA, PA
Bjue Bell, Pennsylvania
HealthNow Administrative Services (HNAS) is a national administrator of custom-designed insured employee benefit programs. HNAS provides employee benefit solutions integrated with administrative and claims services. We specialize in Third Party Administration (TPA) and partner services, self-funded health insurance, and consumer driven health care plans as well as health management solutions.
O'NEILL VOLUNTARY BENEFIT SERVICES - PHILADELPHIA, PA
O'NEILL VOLUNTARY BENEFIT SERVICES - PHILADELPHIA, PA
Wilmongton, Delaware
At O'Neill Insurance, we help businesses and families like yours achieve peace of mind by protecting what matters most. We do this by serving as your trusted advisor, guiding you through our proven risk management process and educating you every step of the way. Our process is designed to give you the resources, tools, and knowledge to understand the complexities of your risk exposures and empower you to make informed decisions about your risk management and insurance program. We stand shoulder-to-shoulder with you, as your trusted partner to develop a tailored risk management and insurance program that's designed to meet your specific and unique needs. Your protection is our priority. Whether it's your business, your home, your cars, your collectibles or your loved ones - we're here to serve you. To learn more, visit us at www.oneillinsurance.com
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.
BENEFIT CONSULTANTS GROUP - PHILADELPHIA, PA
BENEFIT CONSULTANTS GROUP - PHILADELPHIA, PA
Cherry Hill, New Jersey
The BCG Difference Benefit Consultants Group offers creative retirement plan solutions that will integrate a company’s need for plan design, administration, compliance, and recordkeeping. Our unsurpassed business experience will ensure a retirement plan’s success. Whether you are a business owner, or a financial professional, and you need a retirement plan or specific consulting services, we are the retirement plan provider of choice. Since 1958, our dedicated team of professionals has provided exceptional expertise and service to our clients looking for an employer sponsored retirement plan. We believe in building lasting relationships and providing services that fit the individualized needs of our clients. This belief has been a catalyst of our growth into one of the leading retirement plan providers in the country. We utilize the latest technology in customer workflow, processing, online accessibility, and offer exceptional customer service. Through our open architecture platform, we provide access, without restriction or proprietary requirements, to world-class investment options with over 21,000 mutual funds, ETFs and insurance programs. We offer our clients the expertise to deliver innovative and flexible retirement plan solutions that are second to none. At every level, we are dedicated to your success. Together with our staff of experts and partners, we’re a team with one objective—your success. Call today at 800-524-401k, or visit www.bcgbenefits.com.
NAVIGATION BENEFITS LLC - PHILADELPHIA, PA
NAVIGATION BENEFITS LLC - PHILADELPHIA, PA
Narberth, Pennsylvania
Navigation bridges the divide between the complexity of benefit choice and the importance for employees to make educated decisions about their benefits in an automated world. We help employers and advisors select and implement web-based enrollment and benefits administration solutions to achieve better results, reduce administrative costs, and simplify the business process. Navigation is also a leading industry expert in benefits education. It is our mission to provide both advanced benefits communications and personal enrollment support to ensure that employees embrace technology and make the right benefits decisions. At Navigation, we believe extraordinary results begin with the right technology and end with the personal touch. Let us help you GET THERE.
POPULYTICS - ALLENTOWN, PA
POPULYTICS - ALLENTOWN, PA
Allentown, Pennsylvania
About Us For employers who want happier, more productive employees and want to go beyond standard programs, Populytics provides a comprehensive well-being strategy that's custom fit. We set ourselves apart by offering a complete portfolio that touches every aspect of well-being and is backed by a diverse team of professionals across multiple disciplines. Why Populytics Our total well-being solutions are supported by years of experience and are administered by certified, professional counselors, coaches, and educators. We are aligned with one of the largest health networks in the region, offering countless options and expert support. Health Care Industry Expertise: We’re connected to Lehigh Valley Health Network (LVHN), with 13 hospital campuses throughout a 10-county service region of Pennsylvania. Customized Services: Populytics’ suite of services can be designed for your unique needs, no matter how complex. Reliable History: Our company is built on a strong foundation of health care and insurance industry expertise, corporate wellness, behavioral health, data analytics, and years of industry successes. Quality Premise: Just like our goals in health care, our approach to services is quality-driven. We go to great lengths to ensure accuracy, efficiency, and highest quality in all we do. Mission: At Populytics, our mission is to increase the quality and value of the patient experience through advanced health care analytics insights and comprehensive population health management by transforming claims and clinical data into actionable strategies and solutions. Populytics integrates health plan management, advanced analytics, and clinical care delivery—facilitating the movement to value-based care. Claims and clinical data are collected and aggregated via advanced analytics tools to provide actionable information. This comprehensive solution closes the gap between payers and providers, resulting in higher quality care at a better value.
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