Advisors near Wyomissing, Pennsylvania
Showing 1 - 12 of 282 results
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
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.
MCGRIFF - PHILADELPHIA, PA
MCGRIFF - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
When it comes to protecting what matters most in business and everyday life, at McGriff we believe our clients should never settle for less than the best. For more than a century, we’ve relied on expertise, resources, and relationships to deliver insurance and risk management solutions focused on our clients’ priorities and what they value most. McGriff is a Marsh & McLennan Agency LLC Company. Our solutions include commercial property and casualty, corporate bonding and surety, cyber, executive risk, management and professional liability, captives and alternative risk transfer programs, employee benefits, small business and personal lines insurance. Our experienced risk management specialists develop highly tailored solutions while listening, learning, and executing with precision under the guidance of our four core principles: Integrity: We do what we say, every single time. Determination: We relentlessly pursue success on your behalf. Passion: We are specialists in our field driven to serve you. Collaboration: We build strong relationships with teammates, partners, and you to create the best solutions. The world is ever changing as is the risk environment facing businesses and individuals alike. McGriff is committed to providing our clients with the guidance necessary to help them successfully navigate their risk path. Join the thousands of businesses, organizations and individuals across the country who choose McGriff, a firm dedicated to building long-term relationships and helping protect your most valuable assets. With McGriff, you’ll never have to settle for less.
BENESERV CORPORATE BENEFIT SERVICES - PHILADELPHIA, PA
BENESERV CORPORATE BENEFIT SERVICES - PHILADELPHIA, PA
Media, Pennsylvania
BeneServ Corporate Benefit Services, based in Philadelphia, PA, stands out as a significant player in the insurance brokerage industry, particularly adept at handling the nuanced needs of both midsize and large employers. Operating as part of a local brokerage firm, this larger office boasts a remarkable track record of working effectively with self-funded clients, catering to a diverse range of industries with a specialized focus. Their prowess is especially evident in their work with notable clients like Fairmount Long Term Care, a key player in the nursing and residential care facilities industry in Pennsylvania. Serving over 220 participants, BeneServ has demonstrated their capability in managing complex benefits plans in this sensitive sector. Additionally, their expertise extends to the educational services industry, exemplified by their successful partnership with Insight Pa Cyber Charter School, managing benefits for over 300 participants. This showcases their adaptability and understanding of the unique demands of educational institutions. BeneServ's reach further extends into the professional, scientific, and technical services industry, with New Era Technology being a prime example. Handling benefits for a sizable group of 750+ participants, they have shown their ability to cater to the intricate requirements of a technologically advanced client base. This Philadelphia office's comprehensive expertise across various industries, combined with their strong local and regional presence, positions them as a versatile and reliable partner for employers looking to navigate the complexities of employee benefits. Their success with a diverse portfolio of clients reflects their commitment to customized solutions and deep industry knowledge.
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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
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.
ISOLUTIONS INSURANCE ADVISORS - PHILADELPHIA, PA
ISOLUTIONS INSURANCE ADVISORS - PHILADELPHIA, PA
Audubon, Pennsylvania
Insurance Solutions (iSolutions, Inc.) is an independent, full service Employee Benefits and Insurance consulting and brokerage firm. Our diverse team of experts and professionals has a proven track record spanning over a century of collective insurance industry experience. Our firm represents the very best talent in employee benefits, insurance and risk management. We deliver innovative, effective solutions to meet the needs of employers, individuals and other insurance professionals. We are experts on Health Care Reform. Our certified PPACA specialists work with employers of all sizes to help you prepare for and stay compliant with all applicable aspects of Health Care Reform. Our name reflects our philosophy and approach. At iSolutions, we do not simply place insurance products. We deliver comprehensive support and expertise to develop tailored, effective solutions that reflect your unique situation, philosophy, culture, goals, and financial objectives. We will help you address all of your specific insurance, risk management, financial, administrative and human capital needs. We deliver fresh perspectives, new ideas and practical solutions. Our expert team collaborates with diverse employers of various sizes and needs--from start up organizations to Fortune 100 companies. Each member of our team is accountable to ensure your complete satisfaction. We are not just insurance brokers. Rather we strive to become trusted advisors and true business partners to our clients.
ALPHA BENEFITS GROUP, INC. - PHILADELPHIA, PA
ALPHA BENEFITS GROUP, INC. - PHILADELPHIA, PA
Plymouth Meeting, Pennsylvania
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our two business segments, Retail and Specialty Distribution, offer businesses and individuals a wide range of insurance solutions. We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team. Find us on the NYSE as BRO.
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.
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