Advisors near Virginia
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MYLO
Kansas City, Missouri
Digital agency Mylo is an industry leader in providing benefits to businesses
with 50 or fewer employees. With both national and regional carrier markets,
Mylo connects companies across the country with plans that fit budgets,
safeguard employees and offer easy online enrollment. Compare and adjust
plans online in minutes.
Whether you’re setting up benefits for the first time or need a partner to
advise you on the right package for your growing workforce, Mylo’s
dedicated advisors and benefits technology can find the best solution in your
state. Mylo offers options from leading A rated carriers that include major
medical, dental and vision, life, disability, accident and more.
Building on 50+ years of expertise, Mylo also offers a full range of insurance
products and can help business owners find customized business insurance
too.
BBG BUSINESS BENEFITS GROUP
Fairfax, Virginia
BBG is a full-service benefits agency that has been advising employers for over 25+ years. Our decades of experience have provided us with a competitive advantage of a tried and true process for advising organizations on employee benefits, HR/technology, and business insurance. We are here to help you grow while ensuring stability and longevity.
MARSH MCLENNAN AGENCY - VIRGINIA BEACH, VA
Virginia Beach, Virginia
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.
CHOICE FINANCIAL GROUP - VIRGINIA BEACH, VA
Virginia Beach, Virginia
Our vision is to set the standard of excellence among insurance providers by being cutting-edge, financially resilient, and exceeding customer expectations. We will attract and retain the very best employees and agents to help us achieve this goal. We have over 100 accomplished team members providing personal, business, life, title, and health insurance and an array of additional employee benefits.
SUMMIT GROUP OF VIRGINIA (ALERA GROUP) - VIRGINIA BEACH, VA
Virginia Beach, Virginia
Summit Group of Virginia, an Alera Group Company, is not your typical “one size, fits all” financial advisory firm. We’ve built our business on the idea of thinking differently... on breaking the status-quo and believing there is always room for innovation and improvement. Through independent advice, diverse expertise, and our drive to help create better outcomes for our clients, we deliver modern solutions to help simplify some of life’s complex challenges.
Our multifaceted backgrounds and experiences provide our clients with access to a unique team of professionals able to deliver a wide-array of financial services and products such as individual financial consulting, wealth management, corporate 401(k) consulting, group insurance benefits, and executive benefit design, all under one roof.
Our firm’s style and structure allow us to maintain close, trusting relationships with our clients while providing services and expertise on a national scale. Our clients span from coast-to-coast and our partners are frequently asked to speak and advise on industry panels across the country. All this with one goal in mind – helping create better outcomes for our clients.
Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and Summit Group of Virginia, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.
TPA BENEFITS - VIRGINIA BEACH, VA
Virginia Beach, Virginia
TPA Benefits, based in the vibrant Virginia Beach, VA, operates as a substantial and experienced insurance broker with a larger office, specializing in delivering comprehensive benefits solutions. This office location showcases a dedicated focus on working with self-funded clients, making them a valuable resource for employers seeking tailored insights into benefits planning and management for both local and regional needs.
The broker's diverse portfolio includes successful collaborations with top clients such as Charles Barker Luxury Imports in the automobile dealers industry, a participant count exceeding 40, and other businesses in the motor vehicle and motor vehicle parts and supplies merchant wholesalers, as well as Hope House Foundation in the vocational rehabilitation services industry, each with participant numbers ranging from 50 to 60+. These partnerships underscore TPA Benefits' versatility and ability to navigate the intricacies of various industries, including offices of physicians, vocational rehabilitation services, and activities related to real estate.
As a crucial component of a local brokerage firm, TPA Benefits in Virginia Beach is deeply committed to providing localized support and insights. Their demonstrated experience with midsize and small employers positions them as a reliable and knowledgeable partner, capable of providing effective benefits packages tailored to the unique needs of businesses in the Virginia Beach business landscape.
THE HILB GROUP - WASHINGTON, DC
Leesburg, Virginia
Partners Together - Endless Possibilities
Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client.
Managing Risk
Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs.
About Hilb Group
Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.
MARSH MCLENNAN AGENCY - RICHMOND, VA
Richmond, Virginia
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.
GROUP BENEFIT SERVICES, INC. - WASHINGTON, DC
Manassas, Virginia
Alera Group, Inc., based in Washington, D.C., stands out as a prominent player in the field of insurance brokerage, especially adept at serving local and regional employers with a focus on medical and ancillary benefits. This office is notable for its expertise in the retail trade industry, exemplified by its successful relationship with top customers like Bray and Scarff in Maryland, catering to over 200 participants. As part of a large national insurance brokerage firm, Alera Group in D.C. benefits from a unique collaborative model that combines local knowledge with national resources. This synergy enables them to offer optimized, tailored solutions that address complex challenges and contribute to business growth and protection.
Their approach is distinguished by its adaptability to various business stages, ensuring that the right benefits are identified and secured at optimal costs. Additionally, they aid in streamlining benefits administration and managing complex benefits challenges, offering consistent support throughout the process. The local Alera Group team is deeply acquainted with business needs and provides a comprehensive range of solutions to foster growth and competitive positioning in the market. This blend of local insight and national expertise makes Alera Group's Washington, D.C. location a reliable choice for employers seeking robust and tailored insurance solutions.
USI INSURANCE SERVICES - RICHMOND, VA
Glen Allen, Virginia
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,000 industry-leading professionals across more than 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.
BUSINESS SOLUTIONS, INC - ROANOKE, VA
Salem, Virginia
Business Solutions, Inc, a local insurance broker headquartered in Salem, Virginia, is committed to delivering exceptional insurance solutions to clients across the state. With their expertise and dedication to customer service, they have earned high praise and ratings from satisfied clients.
One notable example of their work in the Salem office is their collaboration with Turman & Assoc./Turman Hardwood, a prominent employer in the logging industry with 280 members. Business Solutions, Inc closely partnered with Turman & Assoc./Turman Hardwood's HR and finance team to design a comprehensive benefit package, including a self-funding arrangement, a customized PPO plan, and a pharmacy benefit management (PBM) and drug plan. These tailored solutions effectively meet the unique needs of the employer's members.
Business Solutions, Inc brings extensive experience in working with self-funded employers and collaborating with clients and PPOs to meet member needs. Their expertise extends to serving large and midsize employers across various industries.
Their client base in the Salem office includes notable organizations such as Coordinated Services Management Inc, Goodwill Industries of the Valleys Roanoke Office, National University Services Inc, and Roanoke College. This diverse portfolio showcases Business Solutions, Inc's ability to cater to the insurance needs of different sectors, including educational services, logging, and computer systems design, among others.
As one of the top brokerages in the Roanoke, VA market, Business Solutions, Inc has earned a solid reputation for their extensive experience, wide-ranging expertise, and commitment to client satisfaction. Their good M Score reflects their proficiency in serving clients of varying sizes and industries.
Clients consistently laud Business Solutions, Inc for their excellent customer service and insurance expertise. With a focus on delivering tailored solutions and a deep understanding of the insurance landscape, they continue to be a trusted partner for businesses in Virginia seeking reliable insurance coverage.
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BUSINESS SOLUTIONS, INC - ROANOKE, VA
Salem, Virginia
Business Solutions, Inc, a local insurance broker headquartered in Salem, Virginia, is committed to delivering exceptional insurance solutions to clients across the state. With their expertise and dedication to customer service, they have earned high praise and ratings from satisfied clients.
One notable example of their work in the Salem office is their collaboration with Turman & Assoc./Turman Hardwood, a prominent employer in the logging industry with 280 members. Business Solutions, Inc closely partnered with Turman & Assoc./Turman Hardwood's HR and finance team to design a comprehensive benefit package, including a self-funding arrangement, a customized PPO plan, and a pharmacy benefit management (PBM) and drug plan. These tailored solutions effectively meet the unique needs of the employer's members.
Business Solutions, Inc brings extensive experience in working with self-funded employers and collaborating with clients and PPOs to meet member needs. Their expertise extends to serving large and midsize employers across various industries.
Their client base in the Salem office includes notable organizations such as Coordinated Services Management Inc, Goodwill Industries of the Valleys Roanoke Office, National University Services Inc, and Roanoke College. This diverse portfolio showcases Business Solutions, Inc's ability to cater to the insurance needs of different sectors, including educational services, logging, and computer systems design, among others.
As one of the top brokerages in the Roanoke, VA market, Business Solutions, Inc has earned a solid reputation for their extensive experience, wide-ranging expertise, and commitment to client satisfaction. Their good M Score reflects their proficiency in serving clients of varying sizes and industries.
Clients consistently laud Business Solutions, Inc for their excellent customer service and insurance expertise. With a focus on delivering tailored solutions and a deep understanding of the insurance landscape, they continue to be a trusted partner for businesses in Virginia seeking reliable insurance coverage.
MCGRIFF (MARSH MCLENNAN AGENCY) - CHARLOTTESVILLE, VA
Charlottesville, Virginia
BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more.
With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC.
Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
MARSH MCLENNAN AGENCY - ROANOKE, VA
Roanoke, Virginia
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.
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