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.
WANSUTTER INSURANCE & RISK MANAGEMENT - SALT LAKE CITY, UT
WANSUTTER INSURANCE & RISK MANAGEMENT - SALT LAKE CITY, UT
Salt Lake City, Utah
WanSutter Insurance & Risk Management operates as a standalone office in Salt Lake City, Utah. Its work centers on manufacturing and wholesale trade employers, with a book made up of small and mid-sized organizations. The office places medical coverage, including HMO plans, along with ancillary lines and retirement plans. Employer clients including Midwest Floor Coverings, Inc are well rated by their employees for benefits. Example carriers include SelectHealth, UnitedHealthcare and Gerber Life.
ZAMP HR - PROVO, UT
ZAMP HR - PROVO, UT
Orem, Utah
ZAMP HR - PROVO, UT is an office of ZAMP HR located in Orem, Utah. Its work centers on professional business services employers, ranging from small to large organizations, where it places self-funded arrangements alongside medical coverage through PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. The office's experience also extends to mega wrap and MEWA structures. Employer clients including S2 HR Solutions Group 1, LLC are well rated by their employees for benefits. Example carriers include Aetna, SelectHealth and MetLife.
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.
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NFP - PROVO, UT
NFP - PROVO, UT
Lehi, Utah
NFP - PROVO, UT is an office of NFP based in Lehi, Utah. It works primarily with mid-sized employers across healthcare and social services, professional business services, construction and manufacturing. The office's work centers on medical coverage, including self-funded arrangements as well as PPO and HMO plans, along with prescription drug benefits, ancillary lines and retirement plans. Employer clients including Okland Management Corporation and Stein Eriksen Lodge are well rated by their employees for benefits. Example carriers placed by the office include CIGNA, MetLife and UnitedHealthcare.
KEYES TOYOTA - OGDEN, UT
KEYES TOYOTA - OGDEN, UT
Riverdale, Utah
Keyes Toyota - Ogden, UT operates in Riverdale, Utah, as part of Keyes Toyota. The office works with mid-sized employers in manufacturing and retail services. Its placements span self-funded arrangements, medical and HMO coverage, ancillary lines, retirement plans and Mega Wrap programs. Example carriers include SelectHealth, Aetna and UnitedHealthcare.
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.
GBS BENEFITS - SALT LAKE CITY, UT
GBS BENEFITS - SALT LAKE CITY, UT
South Salt Lake, Utah
Gallagher's Salt Lake City office, located in South Salt Lake, Utah, is part of the Gallagher brokerage network. The office works with small, mid-sized and large employers across professional business services, healthcare and social services, manufacturing, construction and retail services. Its placement work spans self-funded arrangements and medical coverage including PPO, HMO and prescription drug plans, along with ancillary lines and retirement plans. The office also handles mega wrap and MEWA structures as well as collectively bargained arrangements. Employer clients including MHTN Architects, Inc. and Central Salt Lake Valley GMC Enterprises LLC are well rated by their employees for benefits. Example carriers placed by the office include UnitedHealthcare, MetLife and SelectHealth, among others.
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.
USI INSURANCE SERVICES - SALT LAKE CITY, UT
USI INSURANCE SERVICES - SALT LAKE CITY, UT
Murray, Utah
USI Insurance Services - Salt Lake City, UT operates from Murray, Utah, as part of the broader USI Insurance Services organization. The office works primarily with mid-sized employers across administrative and support services, construction, professional business services, real estate, rentals and leasing, and retail services. Its placement work spans self-funded arrangements alongside medical coverage delivered through PPO and HMO structures, prescription drug benefits, ancillary lines and retirement plans. Employer clients including Denver Commercial Property Services and Stein Eriksen Lodge are well rated by their employees for benefits. Example carriers include Regence BCBS, Cigna and UnitedHealthcare.