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.
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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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.
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.
AON RISK SERVICES - SALT LAKE CITY, UT
Salt Lake City, Utah
Aon provides health insurance, voluntary benefits and other services for all sizes of employers . A comprehensive employee benefits plan is a important part of a payment package for employers. Aon has an M Score of 5, which is the highest M Score possible based on wide experience with business clients and positive customer feedback. Aon has been providing risk management, insurance and reinsurance brokerage, human resources solutions, retirement services, investment products, and wealth management advice for more than 50 years.
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.
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.
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).
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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).
SUMMIT FINANCIAL - SALT LAKE CITY, UT
Sandy, Utah
Nestled in the heart of Salt Lake City, UT, Summit Financial Group's office is a distinguished player in the realm of employer benefits, showcasing a wealth of expertise tailored for both local and regional employers. Specializing in crafting comprehensive medical and ancillary benefit solutions, this office stands out for its commitment to delivering tailored packages that meet the unique needs of businesses in the area.
An exemplar of Summit Financial Group's success lies in its partnership with Daher Aircraft, a prominent entity in the professional and commercial equipment and supplies merchant wholesalers industry. With 260+ participants, Daher Aircraft relies on Summit Financial Group to provide robust benefit solutions. This collaboration underscores Summit Financial Group's prowess in navigating the intricate landscape of professional and commercial equipment and supplies merchant wholesalers industries.
As a key player within a regional insurance broker firm, Summit Financial Group in Salt Lake City seamlessly combines local insight with the backing of a broader regional network. This synergy empowers them to offer nuanced solutions, particularly tailored to the unique dynamics of the Salt Lake City business community. Summit Financial Group emerges as a reliable ally for employers seeking expertly crafted benefit solutions, supported by a proven track record and a focus on the specific needs of the professional and commercial equipment and supplies merchant wholesalers sector.
VENTRIS - SALT LAKE CITY, UT
South Jordan, Utah
Ventris is a full service insurance agency and consulting group. Our core services include solutions for business and individuals, employee benefits, and human resource and payroll assistance.
We have been in business since 1986, serving clients across the Wasatch Front, as well as nationally. "A new look at insurance" describes our business philosophy in that we are passionate about providing better results for our clients. With our team of expert consultants, along with a highly-skilled support staff, you can be assured that we can provide you with the best possible solutions for your unique needs.
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