Advisors near Terre Hill, Pennsylvania
Showing 1 - 12 of 127 results
WADE FINANCIAL - PHILADELPHIA, PA
WADE FINANCIAL - PHILADELPHIA, PA
Chalfont, Pennsylvania
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
DOYLE ALLIANCE GROUP, INC - PHILADELPHIA, PA
DOYLE ALLIANCE GROUP, INC - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
Doyle Alliance Group is an employee benefits brokerage & consulting firm that impacts the way employers deliver health benefits to their employees. As an Acrisure Agency Partner, we continuously bring a multitude of best-in-class resources to our clients. Services we offer include: Strategic Benefits Planning Financial Analysis Cost Containment Benefits Compliance Alternative Funding Pharmacy Management Group Medical Captives Let's discuss your company's health benefits needs. Bring us your questions. We're ready to talk about our ideas and design a program that works for you.
WEVODAU INSURANCE & BENEFIT STRATEGIES - HARRISBURG, PA
WEVODAU INSURANCE & BENEFIT STRATEGIES - HARRISBURG, PA
Wormleysburg, Pennsylvania
We are a boutique agency offering employee insurance & benefits programs for growing companies in Pennsylvania. Since 2006, we have helped business owners & managers save money, retain employees, and protect their company through insurance products & services. Our products include group insurance coverage (medical, dental, vision), group benefits (life, disability, and worksite coverage), and individual benefits (Medicare, long-term care, and safe retirement investments). We also offer account strategy & maintenance services, including enrollment, training, COBRA administration, and ERISA compliance. As a faith-based, family-operated agency, you won’t see a cookie cutter approach to benefit offerings and services. Our team is passionate about becoming your trusted advisor and guiding you to the best results for you and your team. Visit our website to see how we are different and services we offer. To find out how we can help make your life easier, contact us today.
BIRCH BENEFITS - PHILADELPHIA, PA
BIRCH BENEFITS - PHILADELPHIA, PA
Wayne, Delaware
- Main support for all claims, benefits, and enrollment inquiries for 22 employer groups - Prepared and conducted open enrollment meetings by collaborating with various carriers to collect data for meetings along with communicating to the employer group any changes both on the state and federal level under ERISA, COBRA, HIPAA, and the ACA -Worked directly with carriers to resolve claim disputes and eligibility issues for clients and their participants
VILLANOVA INSURANCE PARTNERS - PHILADELPHIA, PA
VILLANOVA INSURANCE PARTNERS - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
villaNOVA Insurance Partners is a full-service insurance brokerage and consulting firm who truly works for our clients. We bring years of experience, new ideas, service and most importantly we bring the flexibility that the larger firms cannot provide. Insurance is not a “one size fits all” industry and we know that. We consider ourselves an extension of you. Whether you are a business client or individual client, you will hear from us year- round—not just when you have issues.
ONEDIGITAL - ALLENTOWN, PA
ONEDIGITAL - ALLENTOWN, PA
Allentown, Pennsylvania
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.
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PA CHAMBER INSURANCE - HARRISBURG, PA
PA CHAMBER INSURANCE - HARRISBURG, PA
Harrisburg, Pennsylvania
PCI Insurance is a highly experienced insurance broker, serving clients across an extensive geographic footprint that includes Georgia, South Carolina, North Carolina, Tennessee, Virginia, Ohio, Texas, Alabama, Kentucky, Florida, Mississippi, Indiana, Minnesota, Kansas, Vermont, Arkansas, Colorado, Connecticut, District of Columbia, and Pennsylvania. While the company has received some mixed reviews from customers, they remain a reliable partner in the insurance industry. One noteworthy example of their expertise comes from their work with eciConstruction, a 10-member employer in the specialty trade contractors industry. Collaborating closely with eciConstruction's HR and finance team, PCI Insurance developed a customized insurance package to address the unique needs of their members. This solution included a self-funding arrangement, a preferred provider organization (PPO) plan, as well as a pharmacy benefit management (PBM) and drug plan tailored specifically to their requirements. With a local office situated in Harrisburg, Pennsylvania, PCI Insurance is well-positioned to serve clients of various sizes, ranging from large corporations to midsize and small businesses. Their exceptional M Score, reflecting their extensive experience and expertise across different client sizes, industries, and products, solidifies their standing as a trusted insurance consultant. PCI Insurance specializes in serving industries such as specialty trade contractors, offices of physicians, and relief services. Moreover, they possess valuable experience working with self-funded employers and have established partnerships with reputable pharmacy benefit managers (PBMs) and other specialized pharmacy providers. While it's important to consider some lower customer reviews, PCI Insurance's wide range of experience, expertise, and strong client base, including companies like APR Supply Co, Carlisle Carrier Corp, H. H. Knoebel Sons Inc, Keystone Holdings, Pc, make them a valuable choice when evaluating insurance partners.
EHD - LANCASTER, PA
EHD - LANCASTER, PA
Lancaster, Pennsylvania
EHD Insurance is a highly reputable regional insurance consultant, headquartered in Lancaster, Pennsylvania. With an impressive presence across multiple states including Kentucky, South Dakota, Florida, Texas, Kansas, Nevada, Mississippi, Indiana, Pennsylvania, Iowa, Minnesota, Wisconsin, California, and Louisiana, they serve a diverse client base. EHD Insurance's commitment to excellence is exemplified through their work with York Graphic Services Co., a prominent employer in the printing and related support activities industry. Collaborating closely with the HR and finance team at York Graphic Services Co., EHD Insurance successfully implemented a comprehensive insurance program that included a self-funding arrangement, a PPO plan, PBM, and drug plan. These solutions were meticulously designed to cater to the unique needs of the company's 160-member workforce. With extensive experience in the Lancaster, PA market, EHD Insurance is one of the top brokerages in the region. Their remarkable track record and expertise across client sizes, industries, and products have earned them one of the highest M Scores possible. EHD Insurance boasts strong expertise in various industries, including 0, miscellaneous manufacturing, and professional and commercial equipment and supplies merchant wholesalers. Their profound understanding of these sectors allows them to develop tailored insurance solutions that effectively address the specific risks and challenges faced by their clients. Notable employer clients of this location include Allen Distribution Corporate Office, Amicus Therapeutics Inc., Community Action Partnership of Lancaster County, and D. F. Stauffer Biscuit Company Inc. Through their exceptional experience, extensive product knowledge, and commitment to meeting client needs, EHD Insurance has become a trusted partner for large, midsize, and small employers alike.
ONEDIGITAL - PHILADELPHIA, PA
ONEDIGITAL - PHILADELPHIA, PA
Berwyn, Pennsylvania
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.
TGA - YORK, PA
TGA - YORK, PA
York, Pennsylvania
As a proud neighborhood agency, our goal is to bring superior protection and peace-of-mind to the businesses, nonprofits and people in our community by providing meaningful commercial and personal insurance products, benefits packages and risk management guidance. Simply put, the TGA team is here to help you protect what’s most important—both in life and business. Visit our website to learn more about how we can help support you in critical moments, protect you while you do what you love and be a true partner to your family or organization.
ELITE GROUP - PHILADELPHIA, PA
ELITE GROUP - PHILADELPHIA, PA
Newtown Square, Pennsylvania
The Elite Group is a single source solution, partnering with companies to provide Employee Benefits Consulting, Benefits Administration, Payroll, Property & Casualty and Worksite Benefits.
PRECISION BENEFITS GROUP - PHILADELPHIA, PA
PRECISION BENEFITS GROUP - PHILADELPHIA, PA
Philadelphia, Pennsylvania
Precision Benefits Group's Philadelphia office stands as a prominent hub within the larger organization, leveraging its extensive experience to cater to a diverse array of clients. Specializing in serving self-funded clients, the team excels in providing support to local and regional employers. This dynamic office is an integral part of a respected local brokerage firm, symbolizing its commitment to the community. With a demonstrated track record in the midsize employer segment, Precision Benefits Group in Philadelphia showcases its prowess in tailoring insurance solutions to meet the unique needs of businesses within the region. The team's expertise extends across various industries, notably in architectural, engineering, and related services, wholesale trade agents and brokers, and freight transportation arrangement. Noteworthy is their collaboration with industry leaders such as Jillamy, a key player in the freight transportation arrangement sector, boasting over 430 participants. Additionally, R & P Technologies, an influential entity in architectural and engineering services, relies on Precision Benefits Group for its insurance needs with 170+ participants. The office has also demonstrated its capabilities with Cdm Electronics, a significant player in wholesale trade agents and brokers based in NJ, serving 160+ participants. This diverse portfolio underscores Precision Benefits Group's ability to navigate and excel within different industry landscapes.
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