Advisors near Utah
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MORETON & COMPANY - SALT LAKE CITY, UT
Salt Lake City, Utah
Moreton & Company was founded by J.B. Moreton in 1910, serving the surety needs of the rapidly growing Salt Lake Valley. Since then, we have grown from two employees to over 290 talented team members in three offices, located in Salt Lake City, UT; Boise, ID; and Denver, CO. We are #64 on Business Insurance Magazine’s Top 100 Brokers and proudly serve a diverse group of long-term clients in various industries, ranging from small business to publicly traded corporations to government entities.
Moreton & Company is uniquely positioned as the largest independent insurance brokerage in the Intermountain West. We have the size, strength, and expertise to rival national insurance brokerage firms, yet we’ve kept the creative, entrepreneurial spirit of your local neighborhood agency. We have the staff and specialists to support a full range of insurance services, with the local sense of ownership and accountability to foster the personal relationships with our clients that are crucial to developing and managing effective insurance programs.
Our clients don’t have to compromise; Moreton & Company is the only Utah member of Assurex Global, the world’s largest, privately-held commercial insurance, risk management, and employee benefits brokerage group. Assurex Global is an exclusive partnership of the most prominent independent agents and brokers in the world, which gives our clients access to resources and local expertise, no matter where they are located.
We take pride in our legacy but are boldly looking ahead for the most innovative solutions for protecting and ensuring your organization’s success and longevity in an ever-evolving marketplace.
WANSUTTER INSURANCE & RISK MANAGEMENT - SALT LAKE CITY, UT
Cottonwood Heights, Utah
WanSutter provides customized benefits and commercial insurance solutions for businesses of all types and sizes located across the United States. As the industry has grown and evolved, WanSutter has added innovative new offerings, including partially self-funding healthcare plans. Although the company has experienced remarkable growth over its 24-year history, it remains committed to a business model that revolves around forming close, meaningful, and personalized business relationships with every client.
LEAVITT - SALT LAKE CITY, UT
Salt Lake City, Utah
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
Our agencies provide a broad range of insurance services, including:
- Business Insurance
- Group Benefits
- Industry Programs
- Personal Insurance
To learn more about our company, visit www.leavitt.com.
NIELSEN-MCANANY INSURANCE SERVICES, INC - SALT LAKE CITY, UT
Sandy, Utah
We maintain a highly trained professional staff where product knowledge is our forte. We will maintain the ability to place coverage with most major insurance companies doing business in the western states. We use those markets to arrange coverage for each of our customer's insurable exposures. We won't just promise great service, we will provide it.
LEAVITT - CEDAR CITY, UT
Cedar City, Utah
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
Our agencies provide a broad range of insurance services, including:
- Business Insurance
- Group Benefits
- Industry Programs
- Personal Insurance
To learn more about our company, visit www.leavitt.com.
NFP - PROVO, UT
Lehi, Utah
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).
KEYES TOYOTA - OGDEN, UT
Ogden, Utah
Located in Ogden, UT, the Keyes Toyota insurance broker office stands as a robust player in the insurance landscape, boasting a substantial size indicative of its significant presence in the region. With a solid track record, this office has proven expertise in catering to the unique needs of self-funded clients, making them a reliable choice for employers seeking comprehensive insurance solutions.
Their extensive experience extends to collaborating with both local and regional employers, underlining their commitment to serving diverse business communities. Keyes Toyota's proficiency spans various industries, including pharmaceutical and medicine manufacturing, retail trade, and offices of physicians. This versatility is exemplified by their successful partnerships with key players such as Lifetime Products, a retail trade giant with over 2340 participants, Nutraceutical Corporation, a pharmaceutical and medicine manufacturing leader with 740+ participants, and Tanner Memorial Clinic, an influential entity in the offices of physicians sector with 710+ participants.
As a pivotal player in the local brokerage landscape, Keyes Toyota distinguishes itself by being part of a well-established firm. Their demonstrated experience with large employers positions them as a strategic partner for businesses seeking tailored insurance solutions in Ogden, UT. With a focus on understanding the unique challenges of different industries, this insurance broker is poised to continue delivering effective and comprehensive coverage for employers across the region.
THE INSURANCE PROS (ROB SORENSEN & TEAM) - HEBER, UT
Heber City, Utah
Nestled in Heber, UT, The Insurance Pros, led by Rob Sorensen and his dedicated team, operates as a pivotal hub for employer benefits, specializing in supporting both local and regional employers. The larger office showcases their commitment to providing comprehensive insurance solutions, particularly excelling in working with self-funded clients.
The Insurance Pros' Heber location boasts an impressive clientele, including Anthony Wade in the automobile dealers industry, Pride Transport in general freight trucking, and Umc in building equipment contractors. With participant numbers ranging from 50 to 140+, this diverse portfolio illustrates the office's ability to address the unique needs of businesses across different industries and sizes.
As part of a local brokerage firm, The Insurance Pros reinforces its ties to the community by being an accessible and knowledgeable partner for businesses in Heber. With demonstrated experience serving both midsize and small employers, the office showcases expertise spanning building equipment contractors, metal ore mining, and motor vehicle parts manufacturing industries. Employers can trust The Insurance Pros for tailored and effective insurance solutions, backed by a wealth of experience in the dynamic business landscape of Heber, UT.
DIVERSIFIED INSURANCE - SALT LAKE CITY, UT
Salt Lake City, Utah
Diversified Benefit Services was originally formed as Professional Resources Organization Insurance Marketing Inc. in 1979. Since 1984 they have done business as Diversified Benefit Services, Inc. DBS specializes in total compensation and benefit planning for employees and executives, business continuity and financial and estate planning. In 1993 Diversified Benefit Services, Inc. and the retail division of Byron H. Johnson III Insurance Services, Inc. merged to better serve their clients in the particular areas of expertise maintained by the principals.
Diversified Benefit Services is licensed as a Life and Disability Insurance Agent and is licensed as a Life & Disability Insurance Analyst under the California Department of Insurance, Code Sections 1626, 1627, and 1836; California License Number 0624372.
CUI BENEFITS - SALT LAKE CITY, UT
Midvale, Utah
Employee Benefits - Simplified.
At CUI Benefits, we are committed to providing quality insurance services to help your business compete. Work with us to build a customized strategy to help your employees without breaking the bank. Your business is unique, let us treat you that way!
CUI Benefits (formerly The Insurance Shop) was founded with the consumer in mind. We simply don’t believe in the “one-size-fits-all” approach that many brokers and agents use. For this reason, we strive to create a unique experience for each of our clients.
Our team is here to help our clients ask the right questions, identify their specific needs and concerns, and build a client-specific solution.
Contact us to arrange a complimentary analysis of your current situation. You’ll be surprised by what we can do for you, your business, and your family.
CUI Benefits operates as an affiliate of CUI Agency. CUI Agency was founded in 1969 and operates as a commercial insurance (P&C) agency.
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CUI BENEFITS - SALT LAKE CITY, UT
Midvale, Utah
Employee Benefits - Simplified.
At CUI Benefits, we are committed to providing quality insurance services to help your business compete. Work with us to build a customized strategy to help your employees without breaking the bank. Your business is unique, let us treat you that way!
CUI Benefits (formerly The Insurance Shop) was founded with the consumer in mind. We simply don’t believe in the “one-size-fits-all” approach that many brokers and agents use. For this reason, we strive to create a unique experience for each of our clients.
Our team is here to help our clients ask the right questions, identify their specific needs and concerns, and build a client-specific solution.
Contact us to arrange a complimentary analysis of your current situation. You’ll be surprised by what we can do for you, your business, and your family.
CUI Benefits operates as an affiliate of CUI Agency. CUI Agency was founded in 1969 and operates as a commercial insurance (P&C) agency.
BEEHIVE INSURANCE - SALT LAKE CITY, UT
Salt Lake City, Utah
We support your evolving business needs. From small businesses starting out to organizations with an established legacy, our agency can contribute to and help protect your success. Providing exceptional insurance products is just the start. We provide value-added services and have decades of experience helping companies just like yours make smart business decisions.
IMA - SALT LAKE CITY, UT
Salt Lake City, Utah
IMA Financial Group, Inc. (IMA) is an integrated financial services company dedicated to protecting assets and making a difference. It is comprised of:
IMA, Inc. - a retail insurance broker ranked amongst the top 20 brokers in the United States. IMA offers a full range of risk management-related products with offices in California, Colorado, Hawaii, Kansas, Oregon, Pennsylvania. Texas, Utah and Washington. An Assurex Global and Worldwide Broker Network partner, IMA is part of a network of insurance professionals reaching over 80 countries.
IMA Select – a brokerage providing personal insurance services and business insurance solutions for small- to mid-sized organizations.
Towerstone, Inc. - a wholesale insurance broker and managing general agency with expertise in a broad spectrum of industries, specializing in energy and construction.
IMA Wealth - a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”), Member FINRA, and an insurance agency.
Eydent - a managing general agency & managing general underwriter providing commercial property and casualty alternative risk solutions for specialty niche programs.
Cornerstone - consultative services firm that designs and manages specialty insurance programs for groups.
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