Advisors near Wyomissing, Pennsylvania
Showing 1 - 12 of 311 results
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
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.
CONRAD SIEGEL - HARRISBURG, PA
CONRAD SIEGEL - HARRISBURG, PA
Harrisburg, Pennsylvania
Conrad Siegel, situated in Harrisburg, PA, stands out as a significant and well-established brokerage office, particularly adept at serving local and regional employers. This office is known for its proficiency in handling medical and ancillary benefits, a vital aspect for employer benefits buyers to consider. At the forefront of their client list are noteworthy entities such as Central Penn, a key player in the educational services industry in Pennsylvania, with over 90 participants. This demonstrates Conrad Siegel's ability to manage benefit programs for organizations with a substantial number of beneficiaries. Similarly, their work with Milton Hershey School, another educational institution in Pennsylvania, catering to over 1310 participants, showcases their capacity to handle large-scale benefit plans effectively. In addition to educational services, Conrad Siegel's Harrisburg office has carved a niche in the nursing and residential care facilities industries, indicating a versatile and adaptable approach to various sector needs. Their client roster also includes Conrad M Siegel, operating in the professional, scientific, and technical services industry, with more than 70 participants, further underlining their diverse expertise. As part of a local brokerage firm, this office brings a personalized touch to its services, combining local insights with industry expertise. Their demonstrated experience with small employers adds another layer to their profile, making them a reliable choice for businesses of varying sizes seeking tailored insurance solutions. This blend of local knowledge, industry versatility, and capacity to manage both small and large-scale benefit programs makes Conrad Siegel's Harrisburg office a compelling option for employer benefits buyers seeking a dependable insurance broker.
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.
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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.
LYONS INSURANCE AGENCY - PHILADELPHIA, PA
LYONS INSURANCE AGENCY - PHILADELPHIA, PA
Wilmington, Delaware
Lyons Companies is Delaware's largest independent insurance brokerage. Founded in 1984 by David F. Lyons, Sr., the firm is owned and led by Catharine N. Lyons, President and CEO, making Lyons Companies the largest female-owned insurance broker in the region. In 2004, Lyons Companies was invited to become an Assurex Global Partner. Assurex is an exclusive partnership of the top independent brokers worldwide. Assurex partners are selected for their ability to provide innovative, customer-driven insurance, risk management and employee benefits services.
GREYSTONE BENEFITS - PHILADELPHIA, PA
GREYSTONE BENEFITS - PHILADELPHIA, PA
Berwyn, Pennsylvania
Greystone Benefits specializes in hands-on administration of benefit programs for small to mid-sized companies. We provide backroom services to your Human Resources Department and handle day-to-day administrative issues which are inherent to employee benefits.
MURRAY - LANCASTER, PA
MURRAY - LANCASTER, PA
Lancaster, Pennsylvania
At Murray, a simple principle guides how we conduct our business, just as it has since we began operations in 1930. That principle: to embody leadership, professionalism and integrity in all we say and do in providing our clients the highest quality risk management and insurance services. Today, because of that commitment, we stand as one of the most respected and recognizable providers of risk management and insurance services in the region, delivering our proven risk management solutions to a wide range of clients. The core of our business is providing industry leading, innovative, customer-focused solutions. Our clients trust us to consistently provide sound financial and risk management advice through the coordinated efforts of our employees, working with you and for you as a team. We are committed as a company to proactively develop and maintain broad in-house capabilities, building the expertise you need. We are committed on a personal level to each and every client, to help them protect their assets, their employees and the future of their business. Core Murray solutions include: Risk Management Insurance Health Benefits Third-Party Administration Wealth Management
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.
GRAHAM COMPANY - PHILADELPHIA, PA
GRAHAM COMPANY - PHILADELPHIA, PA
Philadelphia, 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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