Advisors near Kent Lakes, New York
Showing 1 - 12 of 117 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.
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.
EKA PLANNING SERVICES - NEW YORK, NY
EKA PLANNING SERVICES - NEW YORK, NY
Huntington, New York
As demographic, economic, and political landscapes shift, it has become increasingly important to prepare for the unexpected. Our mission is to provide our clients with a personalized evaluation of their current insurance needs.
CROSS INSURANCE - BRIDGEPORT, CT
CROSS INSURANCE - BRIDGEPORT, CT
Shelton, Connecticut
Cross Insurance is a family owned insurance agency with over 40 branches throughout the Northeast. Established at the kitchen table of Woodrow Cross in 1954, today we have become one of New England’s largest independent insurance intermediaries. In 2023 and 2024 we were named the 2nd Largest Insurance Broker in Massachusetts. Since our founding, we have successfully acquired over 150 operations, increasing our footprint on the Northeast. With over 1,100 employees and counting, our experienced team is ready to provide insurance options for you. - 27th Largest Broker of U. S. Business, Per Business Insurance report ’20 - 2nd Largest Insurance Broker in Massachusetts, per Boston Business Journal ’22, '23, and '24 - Official Insurance Broker of the New England Patriots, Gillette Stadium, the Boston Bruins, the Boston Red Sox, and New England Revolution Four generations later, Cross Insurance is still family owned and operated. Cross Insurance is headquartered in Bangor, Maine.
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METRODI - NEW YORK, NY
METRODI - NEW YORK, NY
Jericho, New York
MetroDI is a true 'One Stop DI Shop'​ for insurance producers. We offer a variety of disability income & business protection solutions in order to meet the needs of today's marketplace, giving our producers the confidence in knowing they are always selling the most competitive product. Our team of brokerage & underwriting specialists provide unbiased opinions and ideas tailored to your clients needs. Our services include Contracting & Licensing Assistance, On-Staff Underwriting, Sales Support & Product training. We are affiliated with all Disability carriers. By offering a selection of carriers, we can provide you with the contract that best suits each individual clients needs. We offer continuous producer support. Our team of experienced brokerage and underwriting specialists guide insurance professionals from product design through underwriting and policy placement. We offer the support you need so you can do what you do best - sell more DI! We monitor the market for the latest trends in order to give our producers an edge in competitive sales situations. MetroDI is the premier brokerage agency for Disability Income and Business Protection products. We strive to ensure that every policy is delivered with the best rating based on clients medical, financial and occupational history. We aim to be an invaluable resource in order for our producers to experience the satisfaction of delivering excellence, exceeding expectations, and outperforming their competitors. Specialties: Individual Disability Income, Business Overhead Expense, Key Person Disability Insurance, Retirement Income Replacement, Business Loan Protection, Disability Buyout, Impaired Risk, Guaranteed and Simplified Issue Plans, Specialty Coverage for Athletes, Entertainers and High Profile People.
AMERICAN CORPORATE BENEFITS - NEW YORK, NY
AMERICAN CORPORATE BENEFITS - NEW YORK, NY
Kent Lakes, New York
Insurance Brokerage, Founded in 1986. ACBI is a consultant to many of New York's leading corporations and institutions, providing experienced advice for the design and implementation of cost-effective employee benefits programs.
FOA & SON CORPORATION - NEW YORK, NY
FOA & SON CORPORATION - NEW YORK, NY
Melville, New York
Founded in 1861, Foa & Son are international insurance brokers based in New York City. Foa & Son's Commercial Insurance Division, Private Insurance Advisory Service, Corporate Benefits Practice, Multinational Services Division, and Blue Water Hull Division, provide insurance solutions to some of the USA's, and the world's, most prestigious firms. Since 1861, five generations of Foas have led the firm to be responsive to the changing needs of our clients to assess exposures and manage risks. Every Practice at Foa & Son is headed by a Senior Account Executive with at least 25 years of insurance experience. Our local knowledge, national experience, and international capability continue the legacy of our founder, Fortunato Foa. Our expertise as an international broker began when Mario Foa moved the firm's insurance business from Genoa, Italy, via Switzerland, to New York in 1935. To this day, all of our US offices continue to work with insurance companies and intermediaries all over the world. Our in-depth knowledge and experience extends to all principal sectors including: luxury brands, real estate, hospitality, manufacturers, distributors, financial and professional service firms, not-for-profits, municipalities, educational institutions, and shipowners.
PRO INSURANCE AGENCY, INC - NEW YORK, NY
PRO INSURANCE AGENCY, INC - NEW YORK, NY
Setauket- East Setauket, New York
Pro Insurance Agency, Inc's New York, NY location stands out as a robust hub within their network, showcasing a considerable footprint in the insurance brokerage landscape. Operating from a larger office, the team possesses extensive knowledge of the local and regional employer landscape, specializing in tailoring comprehensive medical and ancillary benefits packages. One of their notable strengths lies in their expertise across diverse industries, with a focus on pharmaceutical and medicine manufacturing, as evidenced by their successful partnerships with key players like Bli International. Furthermore, their proficiency extends to the architectural, engineering, and related services sector, exemplified by their collaboration with Premier Infrastructure & Energy, a company boasting 180+ participants. Noteworthy is Pro Insurance Agency, Inc's dedication to catering to businesses of varying sizes, showcasing adeptness in serving midsize and small employers alike. Their demonstrated track record with entities such as Friendly's Restaurants Co in Texas, with a substantial workforce of 680+, attests to their ability to navigate the unique challenges of the restaurants and eating places industry. As a crucial component of a local brokerage firm, this office leverages collective expertise and resources to provide tailored solutions. Their commitment to understanding the intricacies of different industries positions them as a valuable partner for employers seeking comprehensive and customized insurance solutions in the competitive landscape of New York, NY.
MERIDIAN BENEFITS CONSULTING GROUP - NEW YORK, NY
MERIDIAN BENEFITS CONSULTING GROUP - NEW YORK, NY
Croton Falls, New York
Meridian Benefits Consulting Employee Benefits team relies on the technology tools, detailed plan design analysis, up to the minute market knowledge and practical experience to provide our clients with cost effective benefits management. You can be confident of our expertise in all aspects of fully insured and self-funded plans. Our clients range from entrepreneurial growth start-ups, manufacturing firms, software consultants to multi-location publicly held corporations and prominent cultural and educational institutions, both for profit and not for profit. Meridian Benefits Consulting combines market savvy, long term relationships and a technically superior staff of experienced benefits professionals to provide our clients with a broad range of resources.
CHITTENDEN INSURANCE - NEW HAVEN, CT
CHITTENDEN INSURANCE - NEW HAVEN, CT
Naugatuck, Connecticut
Chittenden Group Insurance, located in New Haven, CT, is a distinguished provider of insurance and financial solutions with a rich history dating back to 1928. Their extensive experience and established presence in CT, along with additional offices in AZ and FL, enable them to offer a wide array of products and services tailored to meet diverse needs and budgets. Recognized for their expertise in serving local and regional employers, particularly in the building equipment contractors industry, they have a notable clientele including Sarracco Mechanical Services. They excel in delivering medical and ancillary benefits, underlining their ability to cater to specific industry needs. This local brokerage firm stands out for its focus on building long-lasting relationships, emphasizing a familial approach to client service. Their employee benefits program is comprehensive, extending beyond standard health and dental options to create bespoke solutions that adapt to the evolving requirements of companies and their workforce. Additionally, Chittenden Group offers special programs for business owners, such as the Access Choice program for employee home and auto discounts, a Captive Approach for budget-friendly cost lock-in, and an expert-driven HR Compliance program. This suite of services demonstrates their commitment to providing holistic, client-centric solutions.
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