Wades is a financial planning company that thinks differently about money. How? Well, we believe the truth about money is that it’s simply a means to an end. So we concentrate on that end: your aspirations, goals and family security. After we’ve established what you want to get out of life, the money part of the equation really takes care of itself. What we do OUR MANTRA It’s about people, not products. It’s about prudence, not performance. It’s about people attaining and then maintaining the life they want. It’s about families being financially secure. OUR METHODOLOGY We believe that until we really know about our clients’ lives and aspirations we have no right to talk to them about their money. That’s why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt. Our approach has 3 key stages 1. LIFE PLANNING 2. FINANCIAL PLANNING 3. INDEPENDENT FINANCIAL ADVICE

Ellowitch 3, LLC, located in the bustling heart of New York, NY, stands as a beacon of expertise in the realm of employer benefits. With a dedicated focus on medical and ancillary benefits, this office is a trusted partner for local and regional employers alike. One remarkable aspect of Ellowitch 3, LLC's portfolio is their strong affiliation with the local business community. They have nurtured invaluable relationships with companies like Rose Brand Wipers, a prominent player in the miscellaneous manufacturing industry based in neighboring New Jersey. Serving over 260 participants from Rose Brand Wipers, Ellowitch 3, LLC has consistently demonstrated their ability to tailor benefits solutions to meet the unique needs of diverse organizations. As a vital component of a local brokerage firm, Ellowitch 3, LLC distinguishes itself through its deep-rooted knowledge of the regional insurance landscape. This local insight allows them to navigate the intricacies of New York and its surrounding areas, ensuring that their clients receive comprehensive and well-informed guidance. With a strong track record of supporting businesses in the region and a commitment to providing top-tier benefits solutions, Ellowitch 3, LLC is the go-to choice for employer benefits buyers seeking a partner with unrivaled local expertise and a proven record of success.

Cummings Insurance Agency is a trusted local insurance broker based in Scranton, Pennsylvania, providing comprehensive insurance solutions to clients of all sizes, including large, midsize, and small employers. While they have received some lower reviews from customers, they are committed to addressing any concerns and continuously improving their services. One notable example of their expertise and client-focused approach is their collaboration with Diaz Stone and Pallet, Inc. As a 220-member employer in the foundation, structure, and building exterior contractors industry, Diaz Stone and Pallet, Inc. sought the assistance of Cummings Insurance Agency to set up a self-funding arrangement that met their unique needs. Cummings Insurance Agency worked closely with the HR and finance team of Diaz Stone and Pallet, Inc. to tailor a self-funding plan specifically designed for their members. With a wide range of experience across different client sizes and industries, Cummings Insurance Agency has accumulated valuable knowledge in various sectors. They possess strong expertise in support activities for water transportation, residential building construction, printing, and related support activities industries. Operating primarily in Pennsylvania, the Scranton office of Cummings Insurance Agency serves clients throughout the state. Their dedication to serving their clients' insurance needs is evident through their diverse portfolio of employer clients, including Mountain Energy Services Inc, Deer Park Lumber Inc, Diaz Stone and Pallet, Inc., and Goodwill Industries of Northeastern PA Administrative Office. Cummings Insurance Agency aims to provide reliable insurance coverage and exceptional service to their clients. They are continually striving to improve and address any concerns raised by customers, ensuring their clients receive the best insurance solutions tailored to their specific needs.

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.

KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and objective advice, unrivaled in our white-glove service, and unlimited in our delivery of complete solutions to unlock possibilities. KORE was established in 2013 with our roots, principles, and service commitment dating back to 1972 via our predecessor companies. We are a story of achievement through continuous adaptation and evolution—relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage.

Equinox Benefits Consulting is a full-service firm providing health insurance and employee benefits solutions for businesses and organizations of all sizes. Our in-house team serves more than 500 clients with a commitment to cost-containment and dedication to member engagement that drives down plan costs without sacrificing quality of care.

Nestled in the bustling landscape of New York, NY, Stratford Financial Group is a distinguished insurance broker specializing in comprehensive solutions for employer benefits. With a sharp focus on medical and ancillary benefits, this office brings robust expertise to meet the diverse needs of both local and regional employers. A testament to their proficiency is the successful collaboration with Gourmet Kitchen, a key player in the building finishing contractors industry based in NJ. With over 100 participants, this partnership exemplifies Stratford Financial Group's ability to navigate the intricacies of the construction sector, providing tailored benefits packages aligned with the industry's specific demands. Another noteworthy association is with Quasar Corporation in the miscellaneous nondurable goods merchant wholesalers industry based in NJ, boasting 80+ participants. This further underscores the broker's versatility and capability to craft specialized benefits solutions for businesses in diverse sectors. As an integral part of a local brokerage firm, Stratford Financial Group possesses a nuanced understanding of the regional business landscape. Their expertise spans building finishing contractors and miscellaneous nondurable goods merchant wholesalers industries, reflecting a commitment to tailored solutions for a variety of business needs. In the vibrant heart of New York City, Stratford Financial Group stands as a trusted partner, offering not just insurance coverage but strategic and personalized partnerships dedicated to enhancing employee well-being and ensuring the sustained success of businesses in the local community.

We are dedicated to you and all your insurance needs. Our mission is simple: To provide innovative solutions for both individuals and commercial organizations. Simply put, we are Health Insurance brokers in Montgomery County PA servicing thousands around Northeast Philadelphia and Florida. As Independent insurance brokers, we will provide you with the best-priced product which meets all of your needs. With over 25 years of insurance and financial experience, let us help you! Insurance Shops Inc. www.insshops.com 246 Bustleton Pike Feasterville, PA 19053 215-613-4999 Health Insurance – Short Term Health Plans – Travel Insurance – Personal Health Insurance “ACA Marketplace Expert” – “Obamacare,”. Subsidy expert. 5 minute applications! We have enrolled thousands successfully. . Dental/Vision Plans– . Group Health Insurance Plans – Self – Funding Employer Plans – Medicare Supplements/Advantage – We’ve helped thousands of clients successfully navigate Medicare towards efficient and carefree decisions! We offer all the options and WE MAKE MEDICARE EASY! Accident/Critical Illness Plans – Auto Insurance – Home Insurance – Business & Commercial Insurance – Annuities – Life Insurance – One of the easiest ways to help protect the ones you love is to have adequate Life Insurance. It is the foundation of a strong financial plan. Some people say they can’t afford it before they even look. In reality they can’t afford to be without it. . Our experts will help get your family and business protected. New options include Long Term Care, Living Benefits, and tax free growth that makes this one of the best retirement investments you can ever make. Hundreds of options. Final Expense– Disability Insurance – Long Term Care Insurance – Home Care and Nursing Home Care Insurance– Pet Insurance – Surety Bonds– Experts in issuing Bonds of all types at competitive pricing

We are a general agency comprised of a team of innovators dedicated to the success of our benefits broker partners. We bring the power of technology, empowering our brokers to offer solutions that others simply cannot. Through our extensive partner network, we have forged selective alliances with the best players in the insurance and technology marketplaces. The end result is a varied and deep portfolio of services and solutions that give brokers an edge.

Pinnacle Ins Solutions LLC, located in the heart of New York, NY, is a dedicated employee benefits broker that prides itself on crafting comprehensive and tailored benefit solutions for a diverse clientele. With a notable client like RBC Capital Markets LLC, Pinnacle Ins Solutions has demonstrated its capability to serve high-caliber businesses with precision and professionalism. Their approach combines deep industry knowledge with a keen understanding of client needs, ensuring that every benefits package is not only competitive but also aligned with the company's goals and employee wellness. Their team of experts is committed to providing exceptional service, leveraging their expertise to navigate the complexities of employee benefits, and delivering strategies that optimize health outcomes and financial efficiency. Pinnacle Ins Solutions stands out for its personalized attention, making them a trusted partner in fostering a healthier, more satisfied workforce.