Showing 1 - 12 of 49 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.
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.
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.
IMA - SALT LAKE CITY, UT
IMA - SALT LAKE CITY, UT
Salt Lake City, Utah
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.
ALTURA PARTNERS LLC DBA PDR INSURANCE AGENCY - SALT LAKE CITY, UT
ALTURA PARTNERS LLC DBA PDR INSURANCE AGENCY - SALT LAKE CITY, UT
Draper, Utah
PDR Insurance Agency - Salt Lake City, UT is a standalone brokerage office based in Draper, Utah. Its work centers on construction employers of mid-sized scale, where it places medical coverage along with ancillary lines and retirement plans. UnitedHealthcare is one example of the carriers it works with.
THE BUCKNER COMPANY - SALT LAKE CITY, UT
THE BUCKNER COMPANY - SALT LAKE CITY, UT
Salt Lake City, Utah
The Buckner Company's Salt Lake City, Utah office operates as part of The Buckner Company. Its employer clients are concentrated among mid-sized employers in construction, financial activities, professional business services, manufacturing, and real estate, rentals and leasing. The office places self-funded arrangements and medical coverage, including PPO and HMO plans, along with ancillary lines, retirement plans and mega wrap programs. Employer clients including Western States Mechanical and Fetzers' Inc. are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Cigna and Regence BCBS.
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ALTURA BENEFITS - SALT LAKE CITY, UT
ALTURA BENEFITS - SALT LAKE CITY, UT
Salt Lake City, Utah
Altura Benefits' Salt Lake City, Utah office operates as part of the Altura Benefits organization. Its work concentrates on employer clients in financial activities and professional business services, primarily mid-sized employers. The office places self-funded arrangements alongside medical and HMO coverage, prescription drug benefits, ancillary lines and retirement plans. Example carriers include SelectHealth, Aetna and UnitedHealthcare.
MERCER - SALT LAKE CITY, UT
MERCER - SALT LAKE CITY, UT
Salt Lake City, Utah
Mercer's Salt Lake City, Utah office operates as part of the Mercer firm, serving mid-sized and large employers with experience concentrated in wholesale trade. The office places self-funded arrangements, medical and PPO coverage, ancillary lines and retirement plans. Among its employer clients, Suffolk Construction Company, Inc. is well rated by its employees for benefits. Example carriers include Regence BCBS, Asuris Northwest Health and Cigna.
ONEDIGITAL - SALT LAKE CITY, UT
ONEDIGITAL - SALT LAKE CITY, UT
Draper, Utah
OneDigital's Salt Lake City office, located in South Jordan, Utah, is part of the OneDigital organization. The office works with small and mid-sized employers, placing fully insured medical coverage through PPO and HMO arrangements along with prescription drug benefits. Its work also extends to retirement plans and Mega Wrap arrangements. Example carriers include UnitedHealthcare, Cigna and Regence BCBS.
ALERA GROUP - SALT LAKE CITY, UT
ALERA GROUP - SALT LAKE CITY, UT
South Jordan, Utah
Alera Group's Salt Lake City office, located in South Jordan, Utah, operates as part of Alera Group. Its work centers on retail services employers, primarily mid-sized organizations, and it places both self-funded and fully insured arrangements. Coverage spans medical plans including PPO and HMO designs, prescription drug benefits, ancillary lines and retirement plans. Example carriers include SelectHealth, Aetna and Cigna.
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.
LEAVITT - SALT LAKE CITY, UT
LEAVITT - SALT LAKE CITY, UT
Salt Lake City, Utah
The Salt Lake City, Utah office of Leavitt serves employer clients across manufacturing, construction, professional business services, data, media and telecom, and healthcare and social services, working with small, mid-sized and large employers alike. Its work spans self-funded arrangements, medical coverage, ancillary lines, retirement plans and mega wrap programs. Clients including VitalSmarts LLC and Stone Security, LLC are well rated by their employees for benefits. Example carriers placed by the office include CIGNA, UnitedHealthcare and Regence BCBS.