Advisors near New York
Showing 1 - 12 of 224 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.
ONEDIGITAL - SYRACUSE, NY
ONEDIGITAL - SYRACUSE, NY
Syracuse, New York
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
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
VALICENTI ADVISORY SERVICES, INC TAX AND BUSINESS SERVICES - ELMIRA, NY
VALICENTI ADVISORY SERVICES, INC TAX AND BUSINESS SERVICES - ELMIRA, NY
Elmira, New York
valicenti advisory services inc. is a financial services company based out of United States.
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.
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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.
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.
GOETZMANN & ASSOCIATES - SYRACUSE, NY
GOETZMANN & ASSOCIATES - SYRACUSE, NY
Syracuse, New York
Goetzmann & Associates, located in Syracuse, NY, stands out as a premier insurance broker, specializing in tailoring comprehensive employee benefits solutions for local and regional employers. With a strong emphasis on medical and ancillary benefits, this office boasts a deep understanding of the unique needs of businesses in Syracuse and its surrounding areas. One of their notable achievements is their successful partnership with Weitsman Recycling, a prominent player in the waste management and remediation services industry. This collaboration has resulted in tailored benefit plans that cater to the well-being of over 260 participants within the organization. Goetzmann & Associates' proficiency extends beyond their collaboration with Weitsman Recycling, showcasing a broad spectrum of expertise across the waste management and remediation services sectors. What sets this office apart is its affiliation with a local brokerage firm, emphasizing a commitment to the community and a nuanced understanding of the local business landscape. The team at Goetzmann & Associates demonstrates a proactive approach, staying abreast of industry trends to provide innovative and effective benefit solutions. For employers seeking a reliable partner in navigating the intricacies of employee benefits, this Syracuse-based office is a trusted ally with a proven track record of delivering tailored and effective solutions for businesses of all sizes.
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.
CIVELLO INSURANCE CONSULTING GROUP - SYRACUSE, NY
CIVELLO INSURANCE CONSULTING GROUP - SYRACUSE, NY
East Syracuse, New York
The Civello Insurance Consulting Group, based in Syracuse, NY, stands out in the insurance brokerage industry for its substantial experience and specialized expertise. As a prominent local brokerage firm, they have a notable presence in the region, operating from a larger office that reflects their capacity to handle significant clientele. This firm has a strong track record of working with both midsize and large employers, showcasing their versatility and ability to tailor services to diverse business needs. Their expertise particularly shines in the employment services industry, where they have demonstrated significant proficiency. A testament to their success in this sector is their work with top customers like Onondaga Employee Leasing Services, a prominent company in New York with over 1540 participants. This collaboration highlights Civello's capacity to manage complex insurance needs for sizable employee groups. Civello Insurance Consulting Group's skills are not limited to traditional insurance offerings. They are particularly adept at handling self-funded clients, providing them with customized solutions that align with their specific financial and operational objectives. This ability to offer tailored services is a significant asset for local and regional employers seeking a partner who understands the nuances of self-funded insurance plans. In summary, Civello Insurance Consulting Group's blend of local market knowledge, broad experience with various employer sizes, and specialized skills in self-funded client management and the employment services industry make them a strong candidate for any employer seeking comprehensive and customized insurance consulting services.
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