Advisors near Phelan, California
Showing 1 - 12 of 230 results
ASSUREDPARTNERS - LOS ANGELES, CA
ASSUREDPARTNERS - LOS ANGELES, CA
Santa Ana, California
Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.
MORGAN & FRANZ - RIVERSIDE, CA
MORGAN & FRANZ - RIVERSIDE, CA
Rancho Cucamonga, California
Morgan & Franz is dedicated to providing quality benefit programs with competitive pricing. We wish to establish a successful partnership with our clients, staff and carriers that respect the goals of each party. We want to be seen as a value to our clients and our community. Morgan & Franz Administration is dedicated to providing quality benefit programs with value pricing. We wish to establish a successful partnership with our clients, staff, and carriers that respect the goals of each party. Morgan & Franz Administrative Services - As many employee benefit plans have highly technical aspects and require a lot of time and difficulty administering. By using Morgan & Franz Administrative Services we take the processing and technical aspects off your hands, providing a more cost effective alternative then managing these administrative responsibilities in house. We want to be seen as a value to our clients and our community by offering customization and flexibility tailored to each customer and client’s needs in the following areas: Third Party Administration Services, Data Processing, Benefits Administration, and more.
DKB FINANCIAL SERVICES - LOS ANGELES, CA
DKB FINANCIAL SERVICES - LOS ANGELES, CA
Whittier, California
DICKERSON EMPLOYEE BENEFITS - LOS ANGELES, CA
DICKERSON EMPLOYEE BENEFITS - LOS ANGELES, CA
Los Angeles, California
Dickerson Insurance Services was founded more than a half century ago by Carl Dickerson. The company began with Dickerson working the multi-cultural neighborhoods of Los Angeles, California. From this one-man-operation, selling insurance door-to-door, the company has grown to include employee benefits, property and casualty and consulting services among its insurance offerings. In May 2018, Dickerson Insurance Services became an Alera Group Company. The company is proud to bring customers a larger, national scope that is paired with its continued focus on local sales and service. Its headquarters remain on a spacious campus near historic Dodger Stadium. Today, the leadership of the company is shared by managing partners Michael Wolff and Tony Lee, Dickerson's sons-in-law. As a result of our senior leaders’ involvement in both political and civic organizations, Dickerson Insurance Services continues to have deep roots in the minority and culturally diverse communities of California. In addition to partnering with major insurance companies to market group insurance and related products, Dickerson goes beyond the traditional in its service offerings to clients. These include, but are not limited to, payroll, electronic enrollment, benefits administration, account management, HR, compliance and risk management. Contact a Dickerson advisor today at (800) 457-6116.
INTELLIBENEFITS INSURANCE SERVICES - LOS ANGELES, CA
INTELLIBENEFITS INSURANCE SERVICES - LOS ANGELES, CA
Tustin, California
Intelligence + Benefits = IntelliBenefits. The Employee Benefits landscape has never been more tumultuous and changes on a near daily basis. We are part Health Care Reform geeks, part Compliance nerds and completely obsessed with Customer Service. In a sea of generalists, we are Employee Benefits Experts. IntelliBenefits provides customized solutions to mid-market and growing companies such as yours. Our work begins during the placement of your insurance, and it is our proactive service between policy renewals that sets us apart. We listen and then consider your unique concerns, challenges and objectives, then advise on cost effective ways to meet your needs and, equally important, the needs of your most valuable asset: your employees. Through our targeted analysis, design and implementation, we identify benefit solutions that employees embrace and value and you will be proud to deploy. Why IntelliBenefits? • We Listen to your concerns and objectives. • We Respond to your changing needs. • We Proactively Navigate you through the abyss of Health Care Reform. • We Embrace technology and efficient processes. • We Partner with Industry experts for:r If you’re ready for big picture thinking, let us map out a clear path to steer your company to greater success.
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ALLIANCE 360 INSURANCE SOLUTIONS - LOS ANGELES, CA
ALLIANCE 360 INSURANCE SOLUTIONS - LOS ANGELES, CA
Cypress, California
Alliance 360° Insurance Solutions, located in the bustling city of Los Angeles, CA, stands out as a prominent player in the insurance brokerage sector, especially recognized for its proficiency in catering to local and regional employers. This larger office is part of a local brokerage firm, which emphasizes its strong community ties and understanding of the local market dynamics. The office showcases a remarkable expertise in managing medical and ancillary benefits, a vital aspect for businesses in today’s evolving healthcare landscape. Their proficiency is particularly evident in their work with midsize and small employers, demonstrating a flexible approach tailored to the specific needs of businesses of varying scales. Their client portfolio is impressive, reflecting their capability in diverse industries. Notably, they have established a strong presence in the air transportation industry, serving notable clients like Fns with over 440 participants. In the personal services sector, they've successfully managed the benefits for Jtb Americas Ltd, which has more than 180 participants. Additionally, their expertise extends to the automobile dealers industry, with significant clients such as Scott Robinson Pontiac Dba Scott Robinson Honda, catering to over 80 participants. This office’s broad expertise across industries like air transportation, audio and video equipment manufacturing, and automobile dealers highlights its ability to understand and address the unique challenges and requirements of various sectors. For an employer benefits buyer, Alliance 360° Insurance Solutions in Los Angeles presents a compelling option, combining local market insight, diverse industry expertise, and a proven track record with both small and midsize employers. This blend of qualities makes them a versatile and reliable choice for managing complex benefit needs.
INTEGRATED SOLUTIONS FOR BENEFITS & INS SVCS - RIVERSIDE, CA
INTEGRATED SOLUTIONS FOR BENEFITS & INS SVCS - RIVERSIDE, CA
Corona, California
Integrated Solutions for Benefits & Ins Svcs is a leading insurance broker based in Corona, California, dedicated to providing integrated solutions for clients in the insurance and employee benefit funds industries. With a prime location in Corona, their office has successfully partnered with esteemed organizations like United Agribusiness League, an influential employer with 22,590 members. United Agribusiness League sought the expertise of Integrated Solutions for Benefits & Ins Svcs to streamline their HR and finance operations. The broker's knowledgeable team collaborated closely with the client, delivering tailored solutions that met their unique requirements. This successful partnership serves as a testament to the capabilities of Integrated Solutions for Benefits & Ins Svcs in effectively catering to the needs of large employers. Beyond their notable collaboration with United Agribusiness League, Integrated Solutions for Benefits & Ins Svcs has developed a strong reputation for their comprehensive services across the insurance and employee benefit funds industries. Their expertise spans a wide range of areas, ensuring that their clients receive the utmost support and guidance in navigating the complex landscape of insurance and benefits. Operating across California and Texas, this particular office of Integrated Solutions for Benefits & Ins Svcs extends its exceptional services to clients in both states. With a commitment to delivering integrated solutions and a deep understanding of the industry, this local insurance broker is a trusted partner for businesses seeking expert guidance in managing their insurance and employee benefit needs.
STONE TAPERT - LOS ANGELES, CA
STONE TAPERT - LOS ANGELES, CA
Sierra Madre, California
Stone Tapert's Los Angeles, CA office emerges as a formidable presence in the insurance brokerage arena, boasting a larger office setting that signifies a robust commitment to delivering comprehensive solutions. With a wealth of experience in catering to self-funded clients, this office stands as a reliable partner for local and regional employers seeking tailored benefits packages. The depth of their expertise is evident in their diverse client portfolio, with notable names such as A&A Global Imports in plastics product manufacturing, Anita's Mexican Foods Corp in food manufacturing, and Foothill Family Service in the offices of health practitioners industry. These clients, with participant numbers ranging from 60 to 190+, underscore Stone Tapert's ability to navigate and address the distinctive needs of various industries. Stone Tapert's proficiency extends across individual and family services, nursing and residential care facilities, as well as grocery and related product merchant wholesalers. As part of a local brokerage firm, their commitment to the community is evident, aligning with their focus on understanding and meeting the unique challenges faced by businesses in Los Angeles. Noteworthy is Stone Tapert's demonstrated experience with midsize employers, showcasing their ability to scale solutions effectively. Simultaneously, their significant experience with small employers further reinforces their adaptability and personalized approach to crafting insurance solutions for businesses of varying sizes.
WTW - LOS ANGELES, CA
WTW - LOS ANGELES, CA
Pasadena, California
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
CONNEXION INSURANCE SOLUTIONS - LOS ANGELES, CA
Los Angeles, California
Connexion Insurance Solutions is a general agency, headquartered near Seattle, Washington, supporting the needs of insurance producers and agencies focused on the small group and individual market. We are appointed by many quality insurance carriers to give our affiliated producers a wide variety of product lines to offer their clients. We connect our over 1500 affiliated insurance producers with carriers, products, training, quotes and administrative support so they can focus on their clients. If you are an insurance producer–whether it is diversifying your revenue stream, considering another specialty like Medicare or needing administrative support–we are ready, willing and able to support your strategy. Contact us today.
REID, SIMA B - LOS ANGELES, CA
REID, SIMA B - LOS ANGELES, CA
Cyress, California
Reid, Sima B, based in Los Angeles, CA, offers tailored employee benefits solutions with a personal touch. With a deep understanding of the unique challenges local businesses face, Sima has become a trusted advisor to diverse clients, including notable names such as Providence Medical Associates, Inc., and Polly's Inc. Her approach combines industry expertise with a keen awareness of each client's specific needs, ensuring they receive the best possible advice and service. Sima's commitment to excellence and her ability to deliver innovative benefits solutions have made her a respected figure in the Los Angeles business community. Her dedication to client satisfaction and her hands-on approach make her an ideal partner for any organization looking to enhance its employee benefits offerings.
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