Advisors near Brookfield, Wisconsin
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Showing 1 - 12 of 39 results
RISK STRATEGIES - MOUNT PLEASANT, WI
Mount Pleasant, Wisconsin
Discover the difference of our specialist approach. We’re here to help you see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services, and Financial and Wealth Management solutions.
We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so you can face the future with confidence. We love what we do, and it shows. We’ve been recognized as a best place to work for the past five years, and we’re excited about our future.
Risk Strategies family is a diverse organization with multiple solutions and specialties. We use a variety of tools including risk transfer, risk retention, consulting, purchasing programs, and alternative risk products to help clients find the most efficient use of capital to succeed in their mission.
Risk Strategies is the 9th largest privately held insurance broker in the US with over 30 specialty practices providing:
• Property & Casualty
• Employee Benefits
• Private Client Services
• Consulting and Actuarial Services
• Financial and Wealth Services
INNOVATIVE BENEFIT SOLUTIONS - MILWAUKEE, WI
Mequon, Wisconsin
Innovative Benefit Solutions - Milwaukee, WI is an office of Innovative Benefit Solutions, based in Mequon, Wisconsin. Its work centers on construction and manufacturing employers, generally mid-sized and large organizations. The office places fully insured medical coverage, including PPO plans and prescription drug benefits, along with retirement plans, and it works with collectively bargained arrangements. Example carriers include Humana, Independence BCBS and Transamerica.
THE HORTON GROUP - MILWAUKEE, WI
Waukesha, Wisconsin
The Horton Group's Milwaukee, WI office operates from Waukesha, Wisconsin, as part of The Horton Group.
The office works primarily with mid-sized and large employers, with concentrations in healthcare and social services, manufacturing, and professional business services. Its work spans self-funded arrangements alongside medical coverage placed through PPO and HMO structures, prescription drug benefits, ancillary lines, and retirement plans. Employer clients of the office include organizations whose employees rate their benefits highly. Example carriers include UnitedHealthcare, Physicians Plus Insurance Corp and Unity Health Insurance.
MARSH MCLENNAN AGENCY - NEW BERLIN, WI
New Berlin, Wisconsin
Marsh McLennan Agency (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States. MMA has access to broad resources and solutions across all of its sister companies under the Marsh McLennan (MMC) banner. Although we are not integrating the businesses with Marsh, we are able to leverage the value of our respective capabilities and intellectual capital in those instances where there is a compelling case for collaboration between MMA and Marsh.
Mid-size companies need a partner they can trust and that can provide additional tools for opportunity and growth. We strive every day to service those needs. We successfully bridge the gap between what the “big firms” offer and the advice, solutions, and programs that smaller businesses require.
VIZANCE - MILWAUKEE, WI
Hartland, Wisconsin
Vizance - Milwaukee, WI is an employee benefits brokerage office based in Hartland, Wisconsin, operating as part of the parent firm Vizance. The office works with mid-sized and large employers across manufacturing, healthcare and social services, real estate, rentals and leasing, construction, and financial activities.
Its work spans both self-funded and fully insured arrangements, with medical coverage alongside ancillary lines, retirement plans and mega wrap arrangements. Employer clients including Bayland Buildings, Inc. and Ace Ethanol, LLC are well rated by their employees for benefits. Example carriers placed through the office include Elevance, UnitedHealthcare and Dean Health Plan.
HUB INTERNATIONAL - MILWAUKEE, WI
Waukesha, Wisconsin
HUB International - Milwaukee, WI operates from Waukesha, Wisconsin as part of HUB International. The office works with small, mid-sized and large employers, with concentrations in manufacturing, professional business services, healthcare and social services, financial activities and retail services.
Its work spans both self-funded and fully insured arrangements, placing medical coverage through PPO and HMO structures along with prescription drug, ancillary lines and retirement plans. The office also handles mega wrap arrangements, collectively bargained plans and MEWA structures. Clients including Missouri Ozarks Community Action and Kentucky Nonprofit Network are well rated by their employees for benefits. Example carriers include Elevance, UnitedHealthcare and Anthem BCBS.
LOCKTON - MILWAUKEE, WI
Milwaukee, Wisconsin
Lockton's Milwaukee, Wisconsin office is part of the Lockton brokerage, serving employer clients in manufacturing and professional business services. Its work centers on mid-sized and large employers, with expertise in self-funded arrangements, medical and prescription drug coverage, ancillary lines and retirement plans, and its book includes employers whose staff rate their benefits highly. Example carriers include Elevance, Cigna and UnitedHealthcare.
GALLAGHER - MILWAUKEE, WI
Brookfield, Wisconsin
Gallagher - Milwaukee, WI operates from Brookfield, Wisconsin as part of the Gallagher brokerage network. The office works primarily with mid-sized and large employers across manufacturing, professional business services, financial activities, retail services, and healthcare and social services.
Its work spans self-funded arrangements and medical coverage placed through PPO and HMO structures, along with prescription drug, ancillary lines and retirement plans. The office also handles mega wrap arrangements and plans tied to collectively bargained groups. Employer clients including 4imprint, Inc. and Steel King Industries, Inc. are well rated by their employees for benefits.
Example carriers placed by the office include UnitedHealthcare, Elevance and Unity Health Insurance.
ROBERTSON RYAN & ASSOCIATES - MILWAUKEE, WI
Milwaukee, Wisconsin
The Milwaukee, Wisconsin office of Robertson Ryan & Associates operates as part of the broader Robertson Ryan & Associates firm. Its employer clients are concentrated in manufacturing, financial activities, healthcare and social services, and transportation and warehousing, and the office works primarily with mid-sized and large employers.
The office places both self-funded and fully insured arrangements, with medical coverage structured through PPO and HMO plans, along with prescription drug benefits, ancillary lines and retirement plans. It also works with collectively bargained arrangements and MEWA structures.
Clients including the Board of Trustees of the Wisconsin Health Fund and Robertson Ryan & Associates Inc. are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Unity Health Insurance and Aetna.
USI INSURANCE SERVICES - MILWAUKEE, WI
Brookfield, Wisconsin
USI Insurance Services - Milwaukee, WI operates from Brookfield, Wisconsin as part of USI Insurance Services. The office works with mid-sized employers, with expertise concentrated in manufacturing, and places self-funded arrangements alongside medical, prescription drug and ancillary lines coverage, as well as retirement plans.
Among its employer clients, TCI LLC is well rated by its employees for benefits. Example carriers include Elevance, UnitedHealthcare and Anthem BCBS.
R&R - MILWAUKEE, WI
Waukesha, Wisconsin
R&R - MILWAUKEE, WI is an office of R&R located in Waukesha, Wisconsin. Its employer clients span manufacturing, healthcare and social services, construction, professional business services and wholesale trade, and range from small and mid-sized employers through to large ones.
The office places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Its work also includes Mega Wrap and MEWA arrangements. Clients including Didion Milling, Inc and American State Equipment Co., Inc. are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Elevance and BCBS of WI.
BENEFITS SOLUTIONS GROUP - MILWAUKEE, WI
Pewaukee, Wisconsin
Benefits Solutions Group - Milwaukee, WI is an office of Benefits Solutions Group, based in Pewaukee, Wisconsin. Its work centers on manufacturing employers of mid-size, placing both self-funded and fully insured arrangements. The office handles medical coverage along with ancillary lines, retirement plans and Mega Wrap arrangements. Example carriers include UnitedHealthcare, Horizon BCBS of NJ and Fidelity Security Life Insurance Company.
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