Advisors near Smithtown, New York
Showing 1 - 12 of 228 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.
BSB CONSULTANTS - DALLAS, TX
BSB CONSULTANTS - DALLAS, TX
Uniondale, New York
At BSB Consultants, we specialize in Group Health Benefits along with Property & Casualty Insurance. We deliver innovative employee benefits solutions designed to attract top talent, reduce costs, and enhance your organization's overall performance. With over 15 years of experience in Human Capital Management and Benefits, we provide expertise you can trust to help your business thrive. Our cutting-edge technology consolidates all your benefits into one easy-to-use mobile application, ensuring seamless access for your employees. Fromhealthcare navigation to telehealth and mental health services, BSB provides comprehensive year-round support. We partner with leading technology platforms and have deep relationships with carriers across the U.S., ensuring you always receive the best in class solutions. At BSB, our goal is simple: To provide unparalleled service, and market-leading strategies that drive savings and offer the best employee experience in the market. With a dedicated team of experts, including compliance specialists and benefits strategists, we offer: PEO-to-PEO benchmarking to ensure you're always competitive Comprehensive employee benefits and wellness solutions Cost containment strategies to drive real savings Compliance support with expert legal consulting Personalized year-round support for your employees Let BSB Consultants be your trusted partner in benefits, HR, and payroll strategy. Together, we’ll create a more engaged and productive workforce while ensuring long-term savings and sustainability. Contact us today! (561)717-3221 bhorowitz@bsbconsultants.com
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.
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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.
LHUI - NEW YORK, NY
LHUI - NEW YORK, NY
New York, New York
After quietly taking care of employee benefits for some of the most respected companies in the region for 25 years, Life & Health Underwriters now also offers Property & Casualty Insurance, Surety Bonding, and Private Client Services. To reflect our new expanded role, we've changed our name to LHUI.
ADVANCED CORPORATE SOLUTIONS - NEW YORK, NY
ADVANCED CORPORATE SOLUTIONS - NEW YORK, NY
New York, New York
We are a financial consulting & brokerage firm on a mission to help organizations and individuals. We help grow organizations by attracting and retaining great people with competitive benefits & retirement programs; we help protect against risk with comprehensive insurance programs; and we help ensure its continuity with business contingency & succession plans.
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.
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.
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