Advisors near Unionville, Pennsylvania
Showing 1 - 12 of 120 results
PROGRESSIVE BENEFIT GROUP - PHILADELPHIA, PA
PROGRESSIVE BENEFIT GROUP - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
Mission: First and foremost, we at PBG are advocates for our clients, strategic partners with our carriers, and “idea leaders” for the industry. Drive: At PBG, our staff and their passion for excellence is what really set us apart. We are a dynamic group of talented and highly skilled professionals that are considered experts in their respective fields. Be it negotiation, compliance, account management, communication, employee advocacy or training programs, the energy and dedication that we bring to the table not only helps our clients satisfy the needs of their employees but also protects and improves their bottom-line. Our team leaders are an incredibly dynamic and innovative group that infuse the company with their drive, enthusiasm and energy. Value: PBG is committed to helping our clients make key healthcare benefit choices that deliver real value to their employees while at the same time controlling costs. Our expertise and abilities allow us to leverage our carrier relationships, and expand the value delivered to our clients, and their employees.
WORLD INSURANCE ASSOCIATES - PHILADELPHIA, PA
WORLD INSURANCE ASSOCIATES - PHILADELPHIA, PA
Philadelphia, Pennsylvania
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation. With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.
THE BEACON GROUP OF COMPANIES - PHILADELPHIA, PA
THE BEACON GROUP OF COMPANIES - PHILADELPHIA, PA
King Of Prussia, Pennsylvania
The Beacon Group of Companies, based in Philadelphia, PA, commands a significant presence as a larger office, distinguished by its expertise in providing comprehensive benefit solutions. With a proven track record of working with self-funded clients, this office is adept at supporting the unique needs of local and regional employers across various industries. Notable among their top customers are Pei-Genesis in the semiconductor and electronic component manufacturing industry and Sage Senior Living in residential building construction. These collaborations underscore The Beacon Group's commitment to tailoring benefit packages to the specific demands of diverse sectors, managing benefits for 310+ and 340+ participants, respectively. With a keen focus on the residential building construction industry, The Beacon Group exhibits great expertise in understanding and addressing the challenges faced by businesses in this sector. As part of a local brokerage firm, this office in Philadelphia is deeply integrated into the community, offering a personalized approach to client service. Demonstrating versatility, The Beacon Group has showcased its experience with midsize employers, further reinforcing its ability to navigate the nuances of businesses of varying scales. As a reliable partner for employers seeking tailored and effective benefit solutions, The Beacon Group of Companies stands out in the dynamic landscape of insurance brokerage.
ASSUREDPARTNERS - PHILADELPHIA, PA
ASSUREDPARTNERS - PHILADELPHIA, PA
Wayne, Pennsylvania
Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.
EXUDE BENEFITS, INC. - PHILADELPHIA, PA
EXUDE BENEFITS, INC. - PHILADELPHIA, PA
Philadelphia, Pennsylvania
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.
GRAHAM COMPANY - LANCASTER, PA
GRAHAM COMPANY - LANCASTER, PA
Lancaster, Pennsylvania
Graham Company is an insurance brokerage and consulting firm committed to enhancing employee safety and business viability through an action oriented approach to risk management. In business for nearly 60 years, Graham Company focuses on customizing property and casualty, surety, and employee benefits programs for its clients. With its uniquely proactive approach to managing risk, Graham Company is redefining what it means to be a broker because it believes Actions Matter. To learn more about Graham Company, visit grahamco.com
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PIE - BALTIMORE, MD
PIE - BALTIMORE, MD
Bel Air, Maryland
Welcome to the thriving business hub of Pie in Baltimore, MD – a bustling and expansive office committed to providing top-tier insurance brokerage services. Boasting a sizable team, this office stands out for its extensive experience in catering to the needs of self-funded clients, showcasing a deep understanding of the intricacies involved. Local and regional employers find valuable support here, with a demonstrated track record of excellence. Distinguished by a diverse clientele, this office proudly serves notable companies such as Bsc America, a nondepository credit intermediation giant with over 90 participants, Educational Systems Federal Credit Union in depository credit intermediation with 130+ participants, and Home Paramount Pest Control Company, a leader in services to buildings and dwellings, boasting 250+ participants. Industry expertise is a hallmark of this Pie location, with a focus on nondepository credit intermediation, services to buildings and dwellings, and architectural, engineering, and related services. As an integral part of a local brokerage firm, this office brings a personalized touch to insurance solutions. Impressively, they have a wealth of experience working with midsize and small employers, demonstrating a versatile approach tailored to businesses of various scales. With a commitment to excellence and a robust portfolio of satisfied clients, this Pie location in Baltimore, MD, emerges as a trusted partner in navigating the complex landscape of employer benefits.
LINCOLN INVESTMENT PLANNING - PHILADELPHIA, PA
LINCOLN INVESTMENT PLANNING - PHILADELPHIA, PA
Ft. Washington, Pennsylvania
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of independent financial professionals and an extensive array of carefully selected investment choices. With 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 billion in assets. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies. http://www.facebook.com/LincolnInvestment https://twitter.com/LincolnInvest www.lincolninvestment.com http://www.jobs.net/jobs/lincolninvestment
CREATIVE BENEFITS, INC. - PHILADELPHIA, PA
CREATIVE BENEFITS, INC. - PHILADELPHIA, PA
Newtown Square, Pennsylvania
Creative Benefits, Inc. is a trusted employee benefits consulting and brokerage firm with offices in Newtown Square and Kingston, Pennsylvania. We support small, mid-sized, and large employers in the tri-state area and nationwide to deliver customized, strategic employee benefits solutions. Our core values—commitment, collaboration, client-focused, and compassion—guide every client relationship and drive our approach to meaningful, long-term partnerships. Our Mission It is our mission to establish enduring partnerships with our clients and their employees by building strategic, innovative, and optimal employee benefit programs that meet the needs of each organization. What We Do We design and tailor employee benefits programs to meet and support your organization’s unique needs. Our expertise covers medical, prescription, dental, vision, life insurance, short- and long-term disability, accidental death & dismemberment, supplemental life, voluntary benefits, as well as health savings accounts (HSA), flexible spending accounts (FSA), health reimbursement accounts (HRA), Section 125 plans and long-term care. What Makes Us Different We know that benefits can be confusing—we act as an extension of our client’s HR to assist with the intricacies of employee benefits strategies, benefits administration, and employee inquiries. What To Do Next Put our experience and strategic vision to work for your company. We’ll help you navigate the often-confusing, ever-changing healthcare industry and cultivate a program that best fits your company’s needs. Contact us today at solutions@creativebenefitsinc.com or 866.306.0200.
BENERATION - PHILADELPHIA, PA
BENERATION - PHILADELPHIA, PA
Philadelphia, Pennsylvania
Beneration helps companies of all sizes manage their employee and benefit data – with the ultimate goal of making the HR and benefits experience flawless. Our proprietary VerifiaBill system helps ensure that companies will never pay an incorrect invoice again. VerifiaBill accurately identifies every billing error on every invoice – whether you have 5 employees or 5,000. Beneration allows HR departments to spend more time focusing on their people and less time on tedious and repetitive processes. Learn more about our invoice consolidation and auditing solutions at beneration.com.
LACHER - PHILADELPHIA, PA
LACHER - PHILADELPHIA, PA
Souderton, Pennsylvania
At Lacher, we help you clarify the blur of modern business, empowering your company, and its people, to be their best and accomplish more every day.
FAIRMOUNT BENEFITS - PHILADELPHIA, PA
FAIRMOUNT BENEFITS - PHILADELPHIA, PA
Wayne, Pennsylvania
Fairmount Benefits is a new breed of benefits consulting partner that is helping leading companies find new ways to win. To secure the best coverage, at the best possible price, you need someone firmly in your corner -- someone that understands your company and culture. Our entire service model is built on pulling for you -- being your true champion, an advocate, not a transactional broker.
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