Advisors near Wayne, Pennsylvania
Showing 1 - 12 of 218 results
JS BENEFITS GROUP - PHILADELPHIA, PA
JS BENEFITS GROUP - PHILADELPHIA, PA
Newtown, Pennsylvania
JS Benefits Group is all things Employee Benefits! We are a thriving Employee Benefit and HR consultancy, employing a stellar team of professionals and also working with more than 30 of the nation’s top carriers. We work with employers in the Mid-Atlantic region of the US, having anywhere from 30 to 30,000 employees. We offer the following Group Benefits and HR Consulting services: Group Health, Life, Dental, Vision, Disability, Voluntary Benefits, Turn-Key Wellness Programs, Executive Benefits, HR Consulting, Healthcare Reform and other compliance services. With more than 25 years of experience, JS Benefits Group operates on a set of core principals instilled into the company’s overall philosophy. -Superior customer service which is reflected in a high degree of customer retention of our 900+ clients. -Strategic partnerships that strive to fully understand our clients’ needs and be a valuable extension of their HR and Benefits departments. -Experienced proactive approach helps us to save clients time and money in delivering a customized program that is compliant with all regulatory requirements, while maximizing the return on their investment. -Cutting-edge technology designed to simplify and ease the management of employee benefits, in addition to enhancing the employee user experience. We’d love to meet with your company today to show you what we can do for you!
CONESTOGA GROUP - PHILADELPHIA, PA
CONESTOGA GROUP - PHILADELPHIA, PA
Malvern, Pennsylvania
Conestoga Group's Philadelphia office is a notable presence in the insurance brokerage landscape, catering specifically to local and regional employers with a focus on medical and ancillary benefits. As a larger office within a local brokerage firm, they bring a wealth of expertise and a personalized approach to benefits solutions. Their proficiency is particularly evident in their work with midsize employers, a segment where they have demonstrated considerable experience and success. This is highlighted by their impressive portfolio of top customers from various industries. For instance, in the nonresidential building construction industry, they service International Management Consultants, a prominent Pennsylvania-based firm with over 140 participants. Their expertise extends to the residential building construction industry, exemplified by their relationship with Milbern Builders Associates, another Pennsylvania-based company, catering to over 110 participants. Furthermore, in the architectural, engineering, and related services industry, they support Olin Partnership Ltd, serving more than 150 participants, underscoring their versatility and capability in handling diverse client needs. The Conestoga Group's strength lies in their deep understanding of specific industries, including computer systems design and related services, residential and nonresidential building construction. This specialized knowledge allows them to offer tailored insurance solutions that align with the unique challenges and requirements of these sectors. Employer benefits buyers considering this office for their insurance needs can expect a blend of local insights, industry-specific expertise, and a proven track record in managing benefits for midsize employers. Conestoga Group's Philadelphia office stands out as a capable and knowledgeable partner in the realm of employee benefits and insurance solutions.
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.
CBSI - TRENTON, NJ
CBSI - TRENTON, NJ
Hightstown, New Jersey
CBSI, based in Trenton, NJ, stands out as a noteworthy insurance brokerage, particularly for its adept handling of employer benefits. Characterized as a larger office, this branch of CBSI is part of a local brokerage firm that has established a notable presence in the region. Their expertise shines in catering to both small and midsize employers, demonstrating a keen understanding of the unique needs and challenges faced by these businesses. The team at CBSI Trenton is particularly adept in dealing with industries such as accounting, tax preparation, bookkeeping, and payroll services. Their proficiency is further highlighted by their successful partnerships with top customers like Sax, which operates within the accounting and payroll services sector and has over 140 participants. This showcases their ability to manage complex benefits packages for a sizable workforce. Additionally, CBSI's prowess extends to the healthcare sector, where they have shown great skill in working with health practitioners. A prime example is their collaboration with Reformed Church Home in New Jersey, catering to over 60 participants. This experience underscores their capacity to navigate the intricacies of medical and ancillary benefits, which are critical in the healthcare industry. What sets CBSI in Trenton apart is their deep-rooted understanding of local and regional market dynamics. This local expertise, combined with their broad experience across various industries, makes them a valuable partner for employers looking to navigate the complexities of employee benefits. Their approach is tailored, ensuring that each client, regardless of size, receives dedicated and expert service.
THE PETERMAN GROUP - PHILADELPHIA, PA
THE PETERMAN GROUP - PHILADELPHIA, PA
Montgomeryville, Pennsylvania
The Peterman Group combines years of experience with leading-edge products to provide exceptional service and value to our customers. Our product offering includes insurance products and risk management services for commercial property, casualty, and marine; specialty coverages; surety; and employee benefits, including health, life, disability, and payroll deduction personal lines programs. Headquartered in Montgomeryville, PA we think globally but act locally, with personal services designed specifically for each individual client. The Peterman Group shares information and resources with national networks of brokers to ensure we can meet your every need, and find answers to your questions quickly and efficiently.
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PROGRESSIVE BENEFIT GROUP - PHILADELPHIA, PA
PROGRESSIVE BENEFIT GROUP - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
Mission: First and foremost, we at PBG are advocates for our clients, strategic partners with our carriers, and “idea leaders” for the industry. Drive: At PBG, our staff and their passion for excellence is what really set us apart. We are a dynamic group of talented and highly skilled professionals that are considered experts in their respective fields. Be it negotiation, compliance, account management, communication, employee advocacy or training programs, the energy and dedication that we bring to the table not only helps our clients satisfy the needs of their employees but also protects and improves their bottom-line. Our team leaders are an incredibly dynamic and innovative group that infuse the company with their drive, enthusiasm and energy. Value: PBG is committed to helping our clients make key healthcare benefit choices that deliver real value to their employees while at the same time controlling costs. Our expertise and abilities allow us to leverage our carrier relationships, and expand the value delivered to our clients, and their employees.
LEONARD BRODSKY & ASSOCIATES - PHILADELPHIA, PA
LEONARD BRODSKY & ASSOCIATES - PHILADELPHIA, PA
New Hope, Pennsylvania
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
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.
ONEDIGITAL - ALLENTOWN, PA
ONEDIGITAL - ALLENTOWN, PA
Allentown, Pennsylvania
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
PATRIOT GROWTH INSURANCE SERVICES - PHILADELPHIA, PA
PATRIOT GROWTH INSURANCE SERVICES - PHILADELPHIA, PA
Fort Washington, Pennsylvania
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.
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