Advisors near New Haven, Connecticut
Showing 1 - 12 of 355 results
OPEN ACQ - NEW YORK, NY
OPEN ACQ - NEW YORK, NY
Jericho, New York
Oppenheimer is a 129-year old, Minneapolis-based law firm. It’s a recognized leader in providing practical legal counsel to businesses of all sizes—from start-ups to Fortune 500 corporations. The firm’s core practices include corporate finance, mergers and acquisitions, securities, real estate finance, lending and business litigation, with specialty practices in complex healthcare litigation, employee benefits, intellectual property and labor and employment.
RISK STRATEGIES - BRIDGEPORT, CT
RISK STRATEGIES - BRIDGEPORT, CT
Fairfield, Connecticut
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.
GBAC, INC - NEW HAVEN, CT
GBAC, INC - NEW HAVEN, CT
Hamden, Connecticut
Welcome to the bustling office of gbac, Inc in New Haven, CT – a prominent insurance broker catering to the diverse needs of local and regional employers. As a larger office, we take pride in our extensive expertise, specializing in medical and ancillary benefits. Our dedicated team excels in serving various industries, particularly local messengers and local delivery, as exemplified by our valued clients like Board of Trustees Local 1035 Health Service & Insurance Plan with 440+ participants and Teamsters Local 493 Health Services & Ins Plan with 570+ participants. With a robust portfolio, we've also made significant contributions to the general freight trucking industry, evident in partnerships such as the Board of Trustees Local 443 Health Service & Insurance Plan boasting 970+ participants. As an integral part of a local brokerage firm, our connections run deep within the community. Our demonstrated experience with large employers underscores our commitment to delivering tailored solutions. At gbac, Inc in New Haven, CT, our team's prowess extends beyond conventional boundaries, ensuring that businesses receive comprehensive insurance solutions tailored to their unique requirements. Trust us to navigate the intricate landscape of employer benefits with finesse and reliability.
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STERLING BENEFITS - NEW HAVEN, CT
STERLING BENEFITS - NEW HAVEN, CT
Orange, Connecticut
Sterling Benefits is a premier employee benefits firm dedicated to providing tailored solutions for businesses of all sizes. With over 30 years of experience, we specialize in delivering innovative strategies, exceptional service, and comprehensive support to help our clients navigate the complexities of the benefits landscape. Our team of experts is committed to maintaining competitive pricing, ensuring regulatory compliance, and fostering long-term relationships built on trust and transparency.
RISK STRATEGIES - NEW HAVEN, CT
RISK STRATEGIES - NEW HAVEN, CT
Branford, Connecticut
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.
EP6IX - NEW HAVEN, CT
EP6IX - NEW HAVEN, CT
Milford, Connecticut
Agnostic to both carriers and enrollment platforms, Ep6ix brings a unique set of processes and partnerships to execute virtual core enrollments in a way that provides full transparency, consistency, and accountability to all stakeholders. We bring: - A virtual enrollment application for communication, scheduling, screen share meetings to maximize employee engagement. - The best Benefit Counselors in the industry - all Ep6ix counselors go through an intensive 4 week 8 module training on core benefits with an average tenure of 8 years in worksite benefits - Development of a custom communication plan using mobile-enabled tools and any combination of call center and virtual screen share meeting/consult options - Execution and Experience – 15 years of executing core enrollments Key partnerships including TPAs, Technology, Compliance, Billing Solutions, and many others
STRATEGIC GROUP BENEFITS - BRIDGEPORT, CT
STRATEGIC GROUP BENEFITS - BRIDGEPORT, CT
Fairfield, Connecticut
We're more than just Strategic! We're here to help you make the right business decisions about your employee benefit plans. Our extensive experience in the marketplace enables us to offer plans which combine the best products for your specific needs, followed up with service and support you can count on. We believe in the power of teamwork. It's our hope that the success of your employee benefit program can be attributed, in part, to the key elements of the personal attention we offer. Fostering enduring relationships based on your benefit needs and circumstances is our business.
AMALGAMATED FAMILY OF COMPANIES - NEW YORK, NY
AMALGAMATED FAMILY OF COMPANIES - NEW YORK, NY
White Plains, New York
Amalgamated Family of Companies is a reputable local insurance broker headquartered in White Plains, New York. Known for their expertise in serving large employers, they specialize in offering comprehensive insurance solutions that cater to the unique needs of their clients. One notable example of their work in White Plains is their collaboration with BD of Trustee-Amalgamated National Health Fund, an employer with an impressive member count of 16,000 in the insurance-related activities industry. Amalgamated Family of Companies worked closely with the HR and finance team of BD of Trustee-Amalgamated National Health Fund to design and implement a range of plans, including HMO, PPO, PBM, and drug plans. These tailored solutions ensure that the members receive optimal coverage that meets their specific requirements. Amalgamated Family of Companies operates across multiple states, including Illinois, Ohio, Michigan, Missouri, Texas, California, Wisconsin, Virginia, Minnesota, New York, Indiana, Pennsylvania, New Jersey, South Dakota, Georgia, Tennessee, Maryland, Washington, Iowa, North Carolina, Mississippi, Colorado, Arizona, Nevada, Florida, Oregon, West Virginia, Alabama, Utah, South Carolina, Kentucky, Montana, Idaho, District of Columbia, Massachusetts. This broad geographic coverage allows them to extend their services to a diverse range of clients nationwide. With a strong focus on the insurance-related activities and activities related to real estate industries, Amalgamated Family of Companies has developed extensive expertise in these sectors. This knowledge enables them to provide specialized and effective insurance solutions to businesses operating within these fields. In summary, Amalgamated Family of Companies is a trusted local insurance broker based in White Plains, New York, specializing in serving large employers. Their successful partnership with BD of Trustee-Amalgamated National Health Fund exemplifies their ability to create tailored plans to meet the unique needs of their clients. With a broad geographic reach and expertise in insurance-related activities and activities related to real estate, Amalgamated Family of Companies is well-equipped to provide comprehensive insurance solutions across a wide range of industries and locations.
THE BALDWIN GROUP - HARTFORD, CT
THE BALDWIN GROUP - HARTFORD, CT
Farmington, Connecticut
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.