Advisors near Wyomissing, Pennsylvania
Showing 1 - 12 of 311 results
ESSA ADVISORY SERVICES - ALLENTOWN, PA
ESSA ADVISORY SERVICES - ALLENTOWN, PA
Bethlehem, Pennsylvania
WEVODAU INSURANCE & BENEFIT STRATEGIES - HARRISBURG, PA
WEVODAU INSURANCE & BENEFIT STRATEGIES - HARRISBURG, PA
Wormleysburg, Pennsylvania
We are a boutique agency offering employee insurance & benefits programs for growing companies in Pennsylvania. Since 2006, we have helped business owners & managers save money, retain employees, and protect their company through insurance products & services. Our products include group insurance coverage (medical, dental, vision), group benefits (life, disability, and worksite coverage), and individual benefits (Medicare, long-term care, and safe retirement investments). We also offer account strategy & maintenance services, including enrollment, training, COBRA administration, and ERISA compliance. As a faith-based, family-operated agency, you won’t see a cookie cutter approach to benefit offerings and services. Our team is passionate about becoming your trusted advisor and guiding you to the best results for you and your team. Visit our website to see how we are different and services we offer. To find out how we can help make your life easier, contact us today.
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
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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ALERA GROUP - LANCASTER, PA
ALERA GROUP - LANCASTER, PA
Lancaster, Pennsylvania
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.
TGA - YORK, PA
TGA - YORK, PA
York, Pennsylvania
As a proud neighborhood agency, our goal is to bring superior protection and peace-of-mind to the businesses, nonprofits and people in our community by providing meaningful commercial and personal insurance products, benefits packages and risk management guidance. Simply put, the TGA team is here to help you protect what’s most important—both in life and business. Visit our website to learn more about how we can help support you in critical moments, protect you while you do what you love and be a true partner to your family or organization.
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
RISK STRATEGIES - PHILADELPHIA, PA
RISK STRATEGIES - PHILADELPHIA, PA
Wayne, Pennsylvania
At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.
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
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.
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