Advisors near California
Showing 1 - 12 of 189 results
UNI & GOOD FRIEND INSURANCE - LOS ANGELES, CA
UNI & GOOD FRIEND INSURANCE - LOS ANGELES, CA
Los Angeeles, California
UNI & Good Friend Insurance was established in 2010 and expanded its business rapidly through merger & acquisitions of 4 other insurance agencies. Our success has come from understanding what clients truly need in their personal and business values and we are committed to delivering a comprehensive array of insurance products with thoughtful strategic planning, valuable professional services and technology- based solutions that result in clients’ satisfaction.
HILLCREST - LOS ANGELES, CA
HILLCREST - LOS ANGELES, CA
Los Angeles, California
Hillcrest's Los Angeles, CA office is a prominent player in the insurance brokerage landscape, boasting a substantial presence as a larger office within the region. With a rich history of catering to the needs of diverse clientele, they showcase notable proficiency in collaborating with self-funded clients. Their expertise extends to supporting local and regional employers, making them a reliable partner for businesses of varying scales. This branch of Hillcrest has earned its stripes through demonstrated experience with midsize employers, affirming their ability to navigate the nuanced challenges faced by companies of this size. As part of a local brokerage firm, they bring a personalized touch to their services, understanding the unique dynamics of the Los Angeles business landscape. What sets Hillcrest apart is their deep understanding of the offices of dentists industry. Noteworthy clients like Fariborz Rodef Dds with over 140 participants underline their success in this niche. Additionally, they've made significant strides in the community food and housing, emergency, and relief services industry, exemplified by their collaboration with Step Up On Second Street, boasting 230+ participants. This diverse portfolio showcases Hillcrest's adaptability and commitment to excellence across various sectors, making them a valuable choice for employers seeking comprehensive insurance solutions.
PENNBROOK INSURANCE SERVICES INC - SAN FRANCISCO, CA
PENNBROOK INSURANCE SERVICES INC - SAN FRANCISCO, CA
San Francisco, California
Located in the vibrant business hub of San Francisco, the Pennbrook Insurance Services Inc office is a trusted local brokerage firm specializing in comprehensive insurance solutions for employers. With a strong focus on medical and ancillary benefits, this office brings valuable expertise to the table for both local and regional businesses. Pennbrook's seasoned team has proven success in servicing a diverse range of industries, showcasing particular prowess in the computer systems design and related services sector. Notable clients, such as B-Stock Solutions, a prominent player with 150+ participants, attest to the office's efficacy in tailoring insurance plans to meet the unique needs of businesses in this industry. In the printing and related support activities realm, Pennbrook Insurance Services Inc has demonstrated its capabilities through clients like Fong Brothers Printing, boasting 40+ participants. The office's adept understanding of the nuances within these industries underscores its commitment to providing targeted and effective coverage. What sets Pennbrook apart is not just its expertise but its local roots, making it an ideal partner for businesses seeking personalized insurance solutions in the San Francisco area. For employers navigating the complex landscape of benefits, Pennbrook Insurance Services Inc stands out as a reliable and knowledgeable ally.
BROKERS AND CONSULTANTS - SAN FRANCISCO, CA
BROKERS AND CONSULTANTS - SAN FRANCISCO, CA
San Francisco, California
When you work with us, you NEVER pay us a fee and you CAN’T get the insurance for one penny less elsewhere. Specializing in Long Term Care Insurance, Hybrid Life Insurance, Executive Bonus Plans, Buy/Sell Agreements, Medicare Supplements, Medicaid Annuities, Life Insurance, Financial Planning, Disability Insurance, Short Term Medical. We specialize in understanding and evaluating insurance contracts. Knowing which contracts offer greater flexibility will work to your advantage, and most often don’t cost you anything extra. Just minor words like “calendar days” vs “service days” could cost you tens of thousands of dollars at claim time. Our objective is to make sure you get the best policies with the broadest coverage and at the very best price. Plus we provide you with free unrivaled support for life.
RISK STRATEGIES - SAN FRANCISCO, CA
RISK STRATEGIES - SAN FRANCISCO, CA
Burlingame, California
At Risk Strategies, we help our clients protect those things that matter most to them. We help them 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 they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 200+ locations, and 5,000 team members (and counting!). We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2024, we earned certification as a Great Place to Work. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.
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Q&A INSURANCE MARKETING, LLC. - SAN FRANCISCO, CA
Q&A INSURANCE MARKETING, LLC. - SAN FRANCISCO, CA
Danville, California
Q&A Insurance Marketing, LLC., situated in the vibrant city of San Francisco, CA, distinguishes itself as a reliable partner for employer benefits solutions. With a strong emphasis on local and regional expertise, this office is adept at navigating the intricacies of medical and ancillary benefits, providing tailored solutions for businesses in various sectors. Known for their specialized knowledge, the team at Q&A Insurance Marketing, LLC. caters particularly well to the unique needs of religious, grantmaking, civic, professional, and similar organizations. Among their notable clients is Michael Miller Ttee, a prominent entity in the industry, benefitting from Q&A's services tailored to organizations with 200+ participants. Operating within a local brokerage firm, this location boasts a deep understanding of the intricacies of the San Francisco business landscape. Their expertise extends beyond large enterprises, as evidenced by their demonstrated experience with small employers, showcasing a commitment to serving businesses of all sizes. Q&A Insurance Marketing, LLC. has established itself as a go-to resource for employer benefits, offering a blend of local insight, industry proficiency, and personalized service that sets them apart in the competitive insurance brokerage landscape.
K-KICS - LOS ANGELES, CA
K-KICS - LOS ANGELES, CA
Burbank, California
K-Kics, based in Los Angeles, CA, stands as a trusted insurance broker specializing in comprehensive employee benefits solutions for local and regional employers. With a strong focus on medical and ancillary benefits, this office excels in catering to the unique needs of businesses in diverse industries. Boasting extensive expertise, K-Kics serves prominent clients such as Concorde Battery Corporation, a key player in the aerospace product and parts manufacturing sector, with over 260 participants. Additionally, they provide tailored solutions to Mieco, a notable entity in the petroleum and petroleum products merchant wholesalers industry, encompassing 70+ participants. Notably, K-Kics distinguishes itself through a profound understanding of the aerospace product and parts manufacturing and petroleum industries. Their proficiency extends across these sectors, ensuring that clients receive specialized and effective benefit packages. As a part of a local brokerage firm, K-Kics combines the personalized touch of a community-based service with the resources of a larger entity. This unique blend positions them as a go-to choice for employers seeking tailored and comprehensive benefits solutions in the vibrant business landscape of Los Angeles. With a commitment to excellence and a track record of successfully meeting the needs of diverse clients, K-Kics emerges as a valuable partner in navigating the complex landscape of employee benefits.
ALLPOINTE INSURANCE SERVICES - SAN FRANCISCO, CA
ALLPOINTE INSURANCE SERVICES - SAN FRANCISCO, CA
San Francisco, California
Allpointe Insurance Services, located in San Francisco, California, is a prominent player in the insurance brokerage industry. With its expansive office, it stands out as a major local brokerage firm that caters adeptly to the diverse needs of both small and midsize employers. The team at Allpointe is renowned for their deep expertise in computer systems design and related services industries, showcasing a keen understanding of the unique challenges and opportunities within these sectors. Their client portfolio is impressive, featuring top names like Feedzai in the computer systems design and related services industry, Pax Labs in miscellaneous manufacturing, and Trove Recommerce in professional, scientific, and technical services. Each of these clients, based in California, boasts over 100 participants, with Trove Recommerce exceeding 310. This demonstrates Allpointe's capacity to handle substantial client groups efficiently and effectively. A key strength of Allpointe Insurance Services is their proficiency in working with self-funded clients. This expertise is particularly valuable for regional employers who seek tailored solutions that align with their specific financial and organizational goals. The firm's ability to support local and regional employers, coupled with their extensive experience, positions them as a reliable partner for businesses navigating the complexities of employee benefits and insurance. In summary, Allpointe Insurance Services in San Francisco is a robust, experienced brokerage firm with a proven track record in serving a range of industries and employer sizes, especially skilled in managing large participant groups and offering specialized solutions for self-funded clients.
ADVANCED ESTATE & INS. SERVICES INC - SAN FRANCISCO, CA
ADVANCED ESTATE & INS. SERVICES INC - SAN FRANCISCO, CA
San Mateo, California
Advanced Estate & Insurance Services Inc. (AEIS) is an employee benefits brokerage firm. We are located in the San Francisco Bay Area and partner with employers throughout California. We advise businesses with 2 to 500 employees on various types of insurance, which includes Medical, Vision, Dental, Disability, Life / AD&D, and Key Person and Buy-Sell Life Insurance. Being based in Silicon Valley, we are experienced with ensuring our clients’ out-of-state employees are properly covered and that their company complies with the employment and benefits laws of all necessary states. With over 30 years of expertise, we are prepared for the needs of every industry and ready to support your growth at any stage. Our holistic process is aimed to help your company navigate change. AEIS is more than simply an insurance brokerage - it is having an insurance strategist, advocate, and advisor set on helping you and your company thrive. Our purpose is to help our clients create better financial outcomes. This is not only what we do, but this is what our clients expect from us. We know that better outcomes mean something different to every organization. We’ve learned that most clients come to us to help them overcome three main challenges that are getting in the way of them achieving better financial outcomes: Time, Talent, and Clarity. Businesses these days start the morning with 10 things to do and only the bandwidth to do 8. Our clients believe if they can free up their team’s time they can achieve their goals faster without using more resources.
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA
Valencia, California
LBW Insurance and Financial Services, situated in Los Angeles, CA, boasts a robust presence as a larger office, distinguished by its extensive experience in catering to the unique needs of diverse clients. With a focus on employer benefits, this location excels in servicing both self-funded and traditional plans, showcasing particular prowess in supporting local and regional employers. This insurance broker has established itself as a key player within the California market, affiliating with a local brokerage firm. The office has carved a niche in working with midsize employers, leveraging substantial expertise to navigate the intricacies of employee benefits in this segment. Equally noteworthy is their demonstrated proficiency in addressing the needs of small employers, reflecting a commitment to comprehensive coverage across the business spectrum. LBW Insurance and Financial Services stands out for its impressive client portfolio, including notable names like Contemporary Services Corporation, Gahh, and Property Management Professionals. These partnerships underscore the broker's versatility, spanning industries such as investigation and security services, automotive parts, accessories, and tire retailers, as well as activities related to real estate. In essence, this office location of LBW Insurance and Financial Services represents a dynamic and adept partner for employers seeking tailored and effective insurance solutions in the vibrant landscape of Los Angeles, CA.
HUB INTERNATIONAL - FRESNO, CA
HUB INTERNATIONAL - FRESNO, CA
Fresno, California
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
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