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.

ClearBridge Compensation Group is an independent consulting firm providing advice to boards and senior management on executive compensation and incentive plan design with a focus on alignment with shareholders, linkage with business strategy, and adherence to strong governance standards. Our partners and team of consultants work together to provide sound advice based on each company’s unique situation. Our work spans across industries for both publicly-traded and privately-held companies.

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.

Basketball’s point guard is one of the most recognizable positions in all of sports. The point guard leads the team on the court, recognizing when a play is not working and guides the team in running a new play to adjust to changing conditions. Point Guard was founded to bring together many companies and professionals servicing all aspects of personal and business financial services and to guide our clients to success. We offer our clients access to elite advisors through our nationwide network. The founding members of Point Guard are experienced in helping individuals and businesses to achieve their financial goals. Wealth-Rx is a diversified insurance and investment firm specializing in serving high net worth individuals and businesses. Ashe & Klinetop CPAs are experts in business valuations and complex tax strategies for businesses and individuals. Point Guard was founded to unite these and other professional firms to provide you elite personal and corporate insurance and financial services.

valicenti advisory services inc. is a financial services company based out of United States.

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.

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.

Empire Benefits Solutions provides the ultimate employee benefits consulting services for mid to large sized companies, serving as an essential partner in your success. Our in-depth analysis of your organization and its requirements enables us to custom design the perfect solution, taking particular care to carve out the exact pieces of the benefit plan that perfectly matches your employees’ needs. From managing employees and attracting and retaining talent to communicating with employees on benefits in a manner that maintains morale and displays appreciation, Empire Benefits Solutions’ comprehensive and extensive knowledge of benefits, HR and processing ensures employee satisfaction, establishes an allied environment, and builds a streamlined foundation of support for your success.

Mondschein Associates, located in the bustling business hub of New York, NY, operates from a larger office, strategically positioning themselves as a prominent player in the insurance brokerage landscape. With a rich history of catering to a diverse clientele, they bring a wealth of experience to the table, particularly excelling in serving self-funded clients. Their expertise extends to supporting local and regional employers, making them a valuable asset for businesses of varying scales. This New York-based office of Mondschein Associates boasts an impressive portfolio of clients, including renowned names such as Gagosian Gallery in the retail trade industry, Krish Actuarial in professional, scientific, and technical services, and Red Arrow Studios International in the motion picture and video industries. These collaborations underscore their versatility across sectors, with a demonstrated track record in retail trade, business support services, and motion picture and video industries. As a key player in the local brokerage scene, Mondschein Associates has established itself as a go-to partner for midsize employers, showcasing a keen understanding of their unique needs. Their commitment to delivering tailored solutions and their expansive industry knowledge positions them as a reliable choice for employers seeking comprehensive and customized insurance brokerage services in the dynamic New York market.

Founded in 1989, The Whitmore Group, Ltd. has steadily built our business beyond insurance brokering. Each of our managers is vital to the operation and structure of The Whitmore Group. I invite you to review our website for information about the divisions of The Whitmore Group and our management team. Working together is something The Whitmore Group does exceptionally well. At The Whitmore Group, we understand the importance of providing insurance products that meet the needs and concerns of our clients as well as building relationships that stand the test of time. That is why, at The Whitmore Group, A Relationship Is A Partnership. The Whitmore Group, Ltd. provides the gamut of insurance products and services such as Commercial Property and Casualty, our specialized Funeral Services Program, Personal Insurance, Health Benefits, Life Insurance and Estate Planning, Financial Services, Real Estate Insurance Programs, and Claim Services. The Whitmore Group is committed to simplifying the insurance purchasing process for our clients while securing their coverage with only the finest insurance providers available. For these reasons, we encourage you to communicate your reaction. Your comments and thoughts are most welcome as we continue to serve you better.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.

Acumen Solutions Group LLC, situated in the bustling heart of New York, NY, stands out as a local brokerage firm with a distinct knack for serving midsize employers, especially in the realm of medical and ancillary benefits. Their prowess is not just confined to a single industry; they exhibit significant expertise across various sectors, with a special emphasis on activities related to credit intermediation. One of their top clients, Data Search Ny Dba Trakamerica, exemplifies Acumen Solutions Group's capacity to handle complex benefit needs. This Florida-based company, operating in the credit intermediation industry with over 150 participants, is a testament to Acumen's ability to cater to a diverse range of businesses and their unique requirements. What sets Acumen Solutions Group apart is their deep understanding of both local and regional employer needs. This understanding is not just theoretical; it's rooted in practical experience and a proven track record. Their approach is tailored, ensuring that each client receives the attention and expertise required to navigate the intricate landscape of employee benefits. Their focus on midsize employers means that Acumen Solutions Group is adept at scaling their services to meet the specific needs of each client, combining the personal touch of a local firm with the professionalism and resources typically associated with larger entities. In conclusion, Acumen Solutions Group LLC in New York is a versatile, experienced, and client-centric broker, ideally positioned to meet the evolving demands of midsize employers in various industries, particularly those involved in credit intermediation activities.