Showing 1 - 12 of 70 results
SUMMIT FINANCIAL - SALT LAKE CITY, UT
SUMMIT FINANCIAL - SALT LAKE CITY, UT
Sandy, Utah
Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings, LLC, an affiliate of Merchant Investment Management, LLC, owns a minority, non-controlling interest in SF.
MGIS - SALT LAKE CITY, UT
MGIS - SALT LAKE CITY, UT
Salt Lake City, Utah
MGIS - SALT LAKE CITY, UT is the Salt Lake City, Utah office of MGIS. Its work centers on employers in healthcare and social services as well as professional business services, spanning small, mid-sized and large employer clients. The office places self-funded arrangements and medical coverage, along with ancillary lines, retirement plans and mega wrap arrangements. Employer clients including Consulting Radiologists Ltd and Wisconsin Institute of Urology, SC are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Cigna and Aetna.
BRIO BENEFIT CONSULTING - SALT LAKE CITY, UT
BRIO BENEFIT CONSULTING - SALT LAKE CITY, UT
Salt Lake City, Utah
At Brio we know that your employees are your company’s most valuable asset - now more than ever! When you partner with Brio you can be comfortable that you’re at the cutting edge of healthcare benefits innovation, ensuring your company’s employees access to the highest quality healthcare and benefits, while delivering enormous value to your business. Our client loyalty underscores our success and is a testament to the consistent excellent customer service that sets Brio apart. This legendary service has garnered them an M Score 5 rating. They have provided quality services at fair prices and have been able to work with their clients to reach their goals when it comes to employee benefits coverage in the New York Metro Area and beyond. Brio Benefit Consulting is a top-ranked employee benefit consulting firm offering a wide range of services across industries for companies of all sizes. Brio's team consists of experts in healthcare, retirement, and compliance.
DIVERSIFIED INSURANCE - SALT LAKE CITY, UT
DIVERSIFIED INSURANCE - SALT LAKE CITY, UT
Salt Lake City, Utah
IMA's Salt Lake City, Utah office is part of the IMA brokerage firm and serves employer clients across manufacturing, professional business services, healthcare and social services, data, media and telecom, and retail services. The office works with small, mid-sized and large employers alike. Its placement work spans self-funded arrangements alongside fully insured medical coverage including PPO and HMO plans, prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements. Employer clients including Heartland Communities, LLC and AutoSavvy Holdings, Inc. are well rated by their employees for benefits. Example carriers placed through the office include Regence BCBS, UnitedHealthcare and SelectHealth.
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AMERICAN INSURANCE - SALT LAKE CITY, UT
AMERICAN INSURANCE - SALT LAKE CITY, UT
Salt Lake City, Utah
American Insurance - Salt Lake City, UT is the Salt Lake City, Utah office of American Insurance & Investment Corp. Its work centers on employers in financial activities and professional business services, primarily mid-sized and large organizations. The office places fully insured medical and prescription drug coverage along with ancillary lines, retirement plans and MEWA arrangements. Employer clients including Mid-State Consultants are well rated by their employees for benefits. Example carriers include Aetna, UnitedHealthcare and Vision Service Plan.
DAVIS BENEFITS - SALT LAKE CITY, UT
DAVIS BENEFITS - SALT LAKE CITY, UT
Salt Lake City, Utah
Davis Benefits is a standalone employee benefits brokerage office based in Salt Lake City, Utah. It works primarily with mid-sized employers, placing self-funded arrangements alongside medical and HMO coverage, ancillary lines and retirement plans. Among its employer clients, Parr Brown Gee & Loveless, A Professional Corporation is well rated by its employees for benefits. Example carriers include SelectHealth, UnitedHealthcare and MetLife.
CBIZ - SALT LAKE CITY, UT
CBIZ - SALT LAKE CITY, UT
Salt Lake City, Utah
CBIZ - SALT LAKE CITY, UT is the Salt Lake City, Utah office of CBIZ. Its work centers on employers in administrative and support services, and it serves mid-sized and large employer clients. The office places self-funded arrangements and medical coverage, along with ancillary lines and retirement plans. Example carriers include SelectHealth, Transamerica and Aetna.
LOCKTON - SALT LAKE CITY, UT
LOCKTON - SALT LAKE CITY, UT
Kansas City, Utah
Lockton's Salt Lake City office, part of the Lockton organization, serves employer clients in financial activities, retail services and wholesale trade, working primarily with mid-sized and large employers. Its work centers on self-funded arrangements alongside medical and PPO coverage, prescription drug benefits, ancillary lines and retirement plans, and the office is associated with high employee ratings for the benefits it helps place. Example carriers include Aetna, Regence BCBS and MetLife.
TRUCORDIA - OGDEN, UT
TRUCORDIA - OGDEN, UT
Bountiful, Utah
Trucordia's Ogden, UT office operates from Bountiful, Utah, as part of the Trucordia brokerage. The office works with mid-sized employers across financial activities, healthcare and social services, retail services, and transportation and warehousing. Its work covers self-funded arrangements along with medical, prescription drug and ancillary lines, and it also places retirement plans and mega wrap arrangements. Employer clients including Nexa Mortgage, LLC are well rated by their employees for benefits. Example carriers include Transamerica, SelectHealth and UnitedHealthcare.
BEEHIVE INSURANCE - SALT LAKE CITY, UT
BEEHIVE INSURANCE - SALT LAKE CITY, UT
Murray, Utah
Since 1961 Beehive Insurance has been in the business of building trust. We specialize in all types of Commercial Insurance which includes General Liability, Property, Auto, Workers Compensation, Inland Marine, Umbrella and many others. Our Employee Benefits division can also handle all of your company's needs in creating an Employee Benefit Plan. Beehive Insurance can handle your personal insurance needs as well. Whether it's home and auto, life and health, or even insurance for your toys, we have the insurance solutions you need.