# Top Insurance Brokers Recommended Insurance Services & Brokers companies include hello.de AG, Office Beacon LLC, VantagePoint Benefit Administrators, New City Insurance, Sertexity, Insurance Support World, Capital Recovery Corporation, Rahat Aggarwal & Company, Fxtriangle, Financial Advisor - Marcel Wasserman. We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. [Learn how Clutch ensures trust](#why-trust-clutch) ## List of the Best Top Insurance Brokers Ratings Updated: Aug 1, 2026 ### [hello.de AG](https://clutch.co/profile/hellode-ag) - $100,000+ minimum project size - $25 - $49 average hourly rate - 250 - 999 employees - Berlin, Germany #### Services Provided - Allocation of Expertise by Percentage - 10% Back Office Outsourcing - 70% Call Center Services - 10% Customer Service Outsourcing - 10% Insurance Services & Brokers #### Company description Call center service hello.de AG specializes in Call Center Services and Back Office Outsourcing. They were launched in 2013. [Visit Website](http://www.hello.de/) --- ### [Office Beacon LLC](https://clutch.co/profile/office-beacon) #### 5 out of 5 star rating (1 reviews) - 1,000 - 9,999 employees #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 5% UX/UI Design - 5% Broadcast Video - 25% Graphic Design - 30% Insurance Services & Brokers - 5% Logo - 15% IT Staff Augmentation - 5% Web Design #### Company description Office Beacon LLC is a digital marketing and web support company that provides services such as search engine optimization, website development, and email marketing. According to client feedback, 100% of the reviews praise their exceptional project management, cost-effectiveness, and ability to deliver impactful results, such as scaling email outreach and optimizing websites for performance growth. [Visit Website](https://officebeacon.com) #### Well-organized projects Clients have consistently praised Office Beacon LLC for their exceptional project management and organizational skills. One CEO highlighted their ability to deliver all work seamlessly with clear timelines and continuous communication, which made execution efficient and stress-free. Additionally, the proactive and organized approach of the team was noted as a key factor in successfully scaling outreach efforts and optimizing website performance, demonstrating a high level of responsiveness to client needs. #### Reviewed 1 time in the past 6 months Recent reviews for Office Beacon LLC highlight exceptional project management and effective digital marketing support. Clients commend their ability to scale outreach efforts significantly, exemplified by one client generating over $1 million in pipeline revenue through optimized email marketing and SEO services. The team's responsiveness and proactive communication were also frequently praised, contributing to a smooth and efficient execution. Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction and noting no areas for improvement. - 1 of 1 reviews is 5 stars - Unknown avg. project cost [Read 1 Recent Review](https://clutch.co/profile/office-beacon?sort_by=date_desc&verified=true#reviews) #### Experience in 1 industry Office Beacon LLC has demonstrated expertise primarily in the Advertising & Marketing sector, providing robust digital marketing and web support services. Clients have praised their exceptional project management and ability to generate significant pipeline revenue through effective SEO and email marketing strategies. The company's strengths include a data-informed approach, seamless execution, and responsiveness to client needs. Overall, clients express a positive sentiment, indicating strong alignment with high-growth technology, healthcare, and enterprise brands. [Read All Reviews](https://clutch.co/profile/office-beacon?verified=true#reviews) ##### Advertising & marketing Experience Office Beacon LLC has demonstrated strong expertise in digital marketing within the Advertising & Marketing industry. Clients commend their exceptional project management, delivering results such as over $1 million in pipeline revenue and significant improvements in SEO and website performance. Their proactive approach and seamless communication enhance client satisfaction and align marketing initiatives with business objectives. Overall, their capability to generate measurable impact positions them as a valuable partner for businesses seeking growth through effective marketing strategies. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Digital Marketing for PR Agency (5.0/5, Feb 11, 2026): Office Beacon LLC provides digital marketing and web support services for a PR agency. Their team manages SEO efforts, offers website development and optimization support, and handles email marketing campaigns. [Read Full Review](https://clutch.co/go-to-review/office-beacon/435667) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have reported that Office Beacon LLC offers great value for money, particularly highlighting their competitive pricing and effective services. One CEO noted that the company's pricing fit their budget while delivering exceptional results, such as generating over $1 million in pipeline revenue and scaling outreach to more than 100,000 emails per month. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided. [Read All Reviews](https://clutch.co/profile/office-beacon?verified=true#reviews) --- ### [VantagePoint Benefit Administrators](https://clutch.co/profile/vantagepoint-benefit-administrators) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - $200 - $300 average hourly rate - 10 - 49 employees - Lynbrook, NY #### Services Provided - Allocation of Expertise by Percentage - 10% Financial Advising & Planning - 13% HR Consulting - 14% HR Outsourcing - 50% Insurance Services & Brokers - 13% PEO/Employee Leasing #### Company description VantagePoint Benefit Administrators is an HR and benefits management company, providing comprehensive services such as compliance management, payroll, and employee training. Feedback indicates exceptional expertise and leadership, with all reviews highlighting their seamless process management and valuable HR insights. 100% of reviewers praise their holistic knowledge and organization, though a suggestion was made for improved communication methods. [Visit Website](https://vantagepointbenefit.com/) #### Knowledgeable Clients consistently commend VantagePoint Benefit Administrators for their extensive knowledge in HR and benefits management. One CEO highlighted their 'holistic knowledge' and ability to provide valuable advice on employer-employee relationships. Additionally, their leadership is praised as 'top-notch,' with the owner recognized as a thought leader in the field. Overall, the sentiment reflects strong confidence in VantagePoint's expertise and the quality of their training and resources. #### Experience in 1 industry VantagePoint Benefit Administrators has received positive feedback primarily from the software industry, where they excel in HR and benefits management, compliance, and employee training. Clients commend their holistic understanding of HR, organizational efficiency, and leadership quality, highlighting their expertise in handling complex HR landscapes. Overall sentiment is highly favorable, suggesting that companies within the software sector looking for comprehensive HR solutions would find VantagePoint a suitable partner. [Read All Reviews](https://clutch.co/profile/vantagepoint-benefit-administrators?verified=true#reviews) ##### Software Experience VantagePoint Benefit Administrators demonstrates strong expertise in HR and benefits management, providing comprehensive support through advanced technology and organized processes. Clients commend their leadership's industry knowledge and effective communication, noting the value of their training and resources. Overall, sentiment is highly positive, with clients recommending their services for businesses seeking reliable HR solutions in the Software industry. The company’s commitment to understanding client needs positions them as a solid partner for HR-related projects. - 1 review for software industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Complete HR Services for Cloud & Managed Security Company (5.0/5, Jan 6, 2022): VantagePoint Benefit Administrators handles the HR needs of a cloud and managed security company. Their work encompasses everything from mental, dental, and vision care to compliance and training activities.  [Read Full Review](https://clutch.co/go-to-review/vantagepoint-benefit-administrators/104892) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients commend VantagePoint Benefit Administrators for their exceptional value and expertise in HR management. One CEO noted a significant investment exceeding $100,000 since 2008, emphasizing the quality of advice and training received. The company's leadership is recognized as top-notch, with a strong understanding of employer-employee dynamics. Overall, the sentiment reflects satisfaction with the cost-to-value ratio, as clients feel they receive superior service and insights for their investment. [Read All Reviews](https://clutch.co/profile/vantagepoint-benefit-administrators?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [New City Insurance](https://clutch.co/profile/new-city-insurance) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - San Diego, CA #### Services Provided - Allocation of Expertise by Percentage - 30% HR Consulting - 70% Insurance Services & Brokers #### Company description New City Insurance is a benefits consultancy firm specializing in health, vision, and dental insurance services. Feedback indicates a 100% positive experience, highlighting their low cost, responsive service, and effective collaboration. Notably, they are commended for presenting multiple benefits alternatives tailored to client needs. [Visit Website](https://newcityinsurance.com/) #### Experience in 1 industry New City Insurance has demonstrated expertise primarily within the engineering industry, providing effective health benefits, vision, and dental insurance solutions. Clients commend their low-cost offerings and exceptional service, particularly highlighting their notable response time and ability to present multiple alternatives tailored to employee needs. Overall sentiment is positive, suggesting that New City Insurance is a strong candidate for engineering firms seeking reliable insurance services. [Read All Reviews](https://clutch.co/profile/new-city-insurance?verified=true#reviews) ##### Engineering Experience New City Insurance has demonstrated strong expertise in providing health benefits solutions tailored for the engineering sector. Clients highlight their low-cost options and exceptional service, particularly noting impressive response times and effective teamwork. Their ability to present multiple plan alternatives showcases a commitment to meeting specific client needs, making them a reliable choice for engineering firms seeking comprehensive insurance solutions. - 1 review for engineering industry - 1 review is 5 stars - Unknown avg. project cost - Human Resources for Engineering Firm (5.0/5, Jan 6, 2022): An engineering firm hired New City Insurance for human resources services. The team is tasked with managing the client's employees' health benefits. [Read Full Review](https://clutch.co/go-to-review/new-city-insurance/8095) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight New City Insurance's competitive pricing as a significant factor in their selection process, emphasizing low costs along with quality service. One client, a COO of an engineering firm, noted their impressive response time and the effective presentation of multiple health benefit alternatives, reinforcing the overall sentiment that the company offers good value for money without compromising on service quality. [Read All Reviews](https://clutch.co/profile/new-city-insurance?verified=true#reviews) --- ### [Sertexity](https://clutch.co/profile/sertexity) #### 4.7 out of 5 star rating (9 reviews) - $25,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Middletown, DE #### Services Provided - Allocation of Expertise by Percentage - 20% Business Valuation Services - 15% Digital Asset Management - 25% Financial Consulting - 10% Funding & Investment - 30% Insurance Services & Brokers #### Company description Sertexity is a versatile digital solutions company that specializes in website development, digital marketing, and automated trading platforms. The company has received overwhelmingly positive feedback, with clients praising their technical expertise, efficient project management, and responsive customer support. Notably, 75% of reviewers highlighted Sertexity's ability to deliver tailored solutions that align with client objectives and budgets. [Visit Website](http://sertexity.com) #### Reviewed 4 times in the past 6 months Recent reviews of Sertexity highlight a strong overall sentiment, emphasizing their efficient project management and responsive customer support. Clients praised their ability to deliver tailored solutions, such as website redesigns and automated trading platforms, resulting in measurable improvements in user engagement and trading efficiency. Specific feedback noted the impressive speed of support responses and the effectiveness of their services in achieving business objectives. Minor suggestions for improvement included enhanced performance reporting and more advanced analytical features. - 3 of 4 reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read 4 Recent Reviews](https://clutch.co/profile/sertexity?sort_by=date_desc&verified=true#reviews) #### Experience in 3 industries Sertexity has demonstrated expertise primarily in the eCommerce, Franchise, and Financial Services industries. Clients in eCommerce praised their automated trading solutions that ensured consistent returns and responsive project management. Franchise owners highlighted the platform's user-friendliness, enhancing decision-making efficiency. In Financial Services, their robust data infrastructure and fast customer support were key strengths, ensuring minimal disruption during trading. Overall, feedback reflects a positive sentiment towards their capabilities across these industries, particularly for organizations seeking automated trading and data management solutions. [Read All Reviews](https://clutch.co/profile/sertexity?verified=true#reviews) ##### eCommerce Experience Sertexity has received positive feedback from clients in the eCommerce sector, particularly for their expertise in automation and cryptocurrency trading solutions. Their responsive project management and timely delivery have been highlighted as strengths. Clients appreciate the ability to achieve consistent returns regardless of market conditions, showcasing Sertexity's effective risk management and yield monitoring capabilities. Overall, the company demonstrates a solid fit for businesses seeking innovative financial strategies in eCommerce. - 1 review for ecommerce industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Crypto Trading Bots Dev for Food & Beverage Company (5.0/5, May 28, 2026): Sertexity has developed and implemented automatic crypto trading bots for a food and beverage company. The project includes live arbitration transactions, risk management, and yield monitoring reports. [Read Full Review](https://clutch.co/go-to-review/sertexity/460556) ##### Financial services Experience Sertexity has demonstrated strong expertise in the Financial services industry by developing robust data platforms and analytics frameworks tailored for trading activities. Clients highlight the provider's efficient project management, rapid response times, and reliable customer support, which are crucial in high-stakes trading environments. Their ability to ensure constant connectivity and reduced execution latency has significantly enhanced clients' trading experiences. While there is room for innovation in customizable features, overall sentiment is highly positive, indicating that Sertexity is a strong contender for financial service projects. - 1 review for financial services industry - $10,000 – $49,000 avg. project cost - Data Infrastructure & Analytics Setup for Tech Company (4.5/5, Jun 10, 2026): Sertexity has built and configured a data infrastructure and analytics framework for a technology company. The team has integrated real-time market feeds and optimized the platform's latency. [Read Full Review](https://clutch.co/go-to-review/sertexity/463451) #### 4.7 out of 5.0 rating for cost What Clients Have Said Clients appreciate Sertexity's pricing as fitting within their budgets, often highlighting it as a significant factor in their selection. One client specifically noted the 'good value for cost' and another mentioned that the pricing matched their budget. Overall, feedback indicates a strong sentiment of satisfaction regarding the company's cost-effectiveness, with the services provided delivering substantial value relative to their investment. [Read All Reviews](https://clutch.co/profile/sertexity?verified=true#reviews) - $10,000 to $49,000 (2 reviews) - $50,000 to $199,999 (1 reviews) #### Completed projects in 2 countries - India (1 projects) - United States (1 projects) [View Reviews](https://clutch.co/profile/sertexity?verified=true#reviews) --- ### [Insurance Support World](https://clutch.co/profile/insurance-support-world) #### 4.8 out of 5 star rating (4 reviews) - 250 - 999 employees #### Services Provided - Allocation of Expertise by Percentage - 50% Back Office Outsourcing - 30% Finance & Accounting Outsourcing (FAO) - 20% Insurance Services & Brokers #### Company description Insurance Support World is an insurance services and brokers firm known for its professionalism and expertise in improving insurance business processes. Reviewers noted a 42% boost in productivity and praised the seamless integration of advanced technology. The company received 100% positive feedback, highlighting their timely delivery and alignment with client values. [Visit Website](https://www.insurancesupportworld.com/) #### Customized support Clients have expressed a high level of satisfaction with Insurance Support World's customized support, noting their deep understanding of the insurance industry and tailored service offerings. One CEO highlighted the company's ability to enhance customer satisfaction and retention, attributing a 25% increase in positive feedback to their efforts. Additionally, their project management was praised for timely delivery and effective communication, with no significant areas for improvement identified during the engagement. - CRM Implementation & Strategy for Business Planning Firm (5.0/5, Jul 6, 2023): What did you find most impressive or unique about this company? They truly understood the intricacies of the insurance industry and customized their services accordingly. [Read Full Review](https://clutch.co/go-to-review/insurance-support-world/214238) #### 1 review mentions Insurance Services & Brokers Insurance Services for Automotive Company 5.0/5 — An automotive company has hired Insurance Support World to improve their insurance business process and find economical solutions to their flow problems. - 1 of 1 Insurance Services & Brokers reviews are 5 stars - $1,000,000 – $9,999,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/insurance-support-world/216496) #### Experience in 3 industries Insurance Support World has demonstrated significant expertise in the business services, automotive, and financial services industries. Clients praised their ability to enhance operational efficiency, improve customer relationship management, and streamline back-office processes. Overall sentiment is positive, highlighting strengths in professionalism, communication, and meeting deadlines. The automotive and business services sectors particularly benefitted from their insights and tailored solutions, while financial services appreciated their support in handling administrative tasks. [Read All Reviews](https://clutch.co/profile/insurance-support-world?verified=true#reviews) ##### Financial services Experience Insurance Support World has received positive feedback for their expertise in back office support, particularly within the Financial services sector. Clients appreciate their ability to streamline administrative tasks, enabling staff to focus on core functions. The provider is recognized for delivering efficient claim processing and maintaining strong communication. Overall, their services have resulted in improved operational efficiency and client satisfaction, making them a strong candidate for businesses seeking reliable support in the Financial services industry. - 1 review for financial services industry - Unknown avg. project cost - Claims Processing Services for Financial Service (4.0/5, Aug 11, 2017): [Read Full Review](https://clutch.co/go-to-review/insurance-support-world/138059) ##### Business services Experience Insurance Support World demonstrates strong expertise in the Business services industry, particularly in enhancing operational efficiency and customer relationship management. Clients have reported significant improvements, including a 25% increase in customer satisfaction and a 15% reduction in churn rates. The company's commitment to timely delivery and effective communication, alongside a deep understanding of industry intricacies, positions them as a valuable partner for businesses seeking impactful solutions. - 1 review for business services industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - CRM Implementation & Strategy for Business Planning Firm (5.0/5, Jul 6, 2023): Insurance Support World was hired by a business planning firm for their CRM implementation and strategy services. The team is tasked with developing a comprehensive analysis and consulting improvements. [Read Full Review](https://clutch.co/go-to-review/insurance-support-world/214238) ##### Automotive Experience Insurance Support World demonstrates notable expertise in optimizing insurance processes for the Automotive industry. Clients commend their professionalism, effective communication, and ability to streamline operations, achieving productivity boosts of up to 42%. Their tailored approach and alignment with client values have garnered positive feedback, emphasizing their strengths in customer service and operational efficiency. Overall, their impact suggests a solid fit for Automotive businesses seeking to enhance efficiency and reduce costs in their insurance operations. - 2 reviews for automotive industry - 2 reviews are 5 stars - $1,000,000 – $9,999,999 avg. project cost - Automotive Company Claims Processing (5.0/5, Aug 18, 2017): [Read Full Review](https://clutch.co/go-to-review/insurance-support-world/138003) - Insurance Services for Automotive Company (5.0/5, Jul 14, 2023): An automotive company has hired Insurance Support World to improve their insurance business process and find economical solutions to their flow problems. [Read Full Review](https://clutch.co/go-to-review/insurance-support-world/216496) #### 4.6 out of 5.0 rating for cost What Clients Have Said Clients consistently commend Insurance Support World for providing excellent value for the cost of their services. One CEO highlighted their selection due to 'good value for cost' and noted a significant financial saving of approximately $150,000 monthly. Another client emphasized that they offered 'great culture fit' and 'good value for cost' as key reasons for choosing them. Overall, the sentiment regarding the company's pricing and value is highly positive, with no reported concerns or areas for improvement in this domain. [Read All Reviews](https://clutch.co/profile/insurance-support-world?verified=true#reviews) - $1,000,000 to $9,999,999 (3 reviews) --- ### [Capital Recovery Corporation](https://clutch.co/profile/capital-recovery-corporation) #### 4.5 out of 5 star rating (1 reviews) - 50 - 249 employees - Alpharetta, GA #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 20% Call Center Services - 20% Commercial Financing - 20% Financial Advising & Planning - 20% Insurance Services & Brokers #### Company description Capital Recovery Corporation is a collections management company specializing in recovering outstanding accounts. They are praised for their responsiveness and effective communication, with 100% of reviewers noting their excellent project management skills. Additionally, Capital Recovery Corporation's local presence facilitates strong client relationships, while their advanced client portal enhances accessibility and transparency. [Visit Website](http://www.capitalrecovery.net) #### Knowledgeable Clients consistently describe the company as highly knowledgeable, demonstrating excellence in their field. One client noted their impressive responsiveness, stating, 'They're very knowledgeable and do an excellent job.' This sentiment is reinforced by the ongoing partnership since 2010, showcasing the firm's expertise and reliability in managing collections effectively. Overall, the feedback indicates strong confidence in their capabilities and professionalism. #### Experience in 1 industry Capital Recovery Corporation has demonstrated expertise in the financial services industry, particularly in collections management. Clients appreciate their responsiveness and local presence, which facilitates strong relationships. The company is noted for effective communication and project management, leading to positive outcomes in account recovery. Overall, the sentiment is highly favorable, indicating that they are a reliable partner for organizations seeking assistance in collections and financial recovery. [Read All Reviews](https://clutch.co/profile/capital-recovery-corporation?verified=true#reviews) ##### Financial services Experience Capital Recovery Corporation demonstrates strong expertise in collections management within the financial services industry. Clients highlight their responsiveness and effective communication, noting a high level of knowledge and a collaborative approach. The company has successfully facilitated significant account recovery for clients, with a collection fee structure that aligns incentives. Overall, feedback reflects a positive sentiment, making them a compelling choice for businesses seeking reliable financial recovery solutions. - 1 review for financial services industry - $200,000 – $999,999 avg. project cost - Collection Services for Staffing Firm (4.5/5, Sep 5, 2018): Assisting with a collections process, Capital Recovery Corporation contacts customers and facilitates legal suits with collections attorneys. [Read Full Review](https://clutch.co/go-to-review/capital-recovery-corporation/118017) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients express satisfaction with the cost-effectiveness of Capital Recovery Corporation, noting a contingent fee structure that aligns with successful collections. One client highlighted an annual investment of $750,000 to $1 million, with a collections rate of 12%. The overall sentiment indicates that the company's responsiveness and expertise provide significant value for money, making them a reliable partner in collections management. [Read All Reviews](https://clutch.co/profile/capital-recovery-corporation?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Rahat Aggarwal & Company](https://clutch.co/profile/rahat-aggarwal-company) #### 5 out of 5 star rating (1 reviews) - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 10% Business Valuation Services - 10% Commercial Financing - 10% Digital Asset Management - 10% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 10% Financial Consulting - 10% Funding & Investment - 10% Insurance Services & Brokers #### Company description Rahat Aggarwal & Company is a proficient accounting and bookkeeping firm, acclaimed for its effective time management and budget-friendly pricing. With 100% positive feedback highlighting their hassle-free service and alignment with client values, they are praised for reducing tax liabilities and maintaining excellent project delivery standards. [Visit Website](https://my-vamva-vamva.my.canva.site/rahat-aggarwal-co) #### Reasonable pricing Clients have expressed positive sentiments regarding the reasonable pricing of Rahat Aggarwal & Company. One client noted that the company 'tries to fit in your budget' and 'doesn't impose their heavy prices on clients,' highlighting their flexibility in pricing. Additionally, another client selected the firm due to its 'pricing fit our budget,' indicating satisfaction with the affordability of their services. Overall, feedback suggests that the company's pricing strategy effectively meets client needs. #### Experience in 1 industry Rahat Aggarwal & Company has received positive feedback from clients in the retail sector, particularly in accounting and bookkeeping for businesses such as jewelry stores. Clients praised the firm's affordability, timely delivery, and strong communication skills, highlighting their ability to meet specific goals effectively. Overall sentiment in the retail industry indicates a high level of satisfaction, making Rahat Aggarwal & Company a strong contender for clients seeking reliable financial services within this sector. [Read All Reviews](https://clutch.co/profile/rahat-aggarwal-company?verified=true#reviews) ##### Retail Experience Rahat Aggarwal & Company has received positive feedback from clients in the Retail industry, particularly for their expertise in accounting and bookkeeping. A notable client, the owner of Sundaram Jewellers, praised their punctual delivery, budget-friendly services, and hassle-free collaboration. The firm’s capacity to reduce tax liabilities and maintain a client-focused approach makes them a strong candidate for retailers seeking reliable financial management solutions. - 1 review for retail industry - 1 review is 5 stars - Unknown avg. project cost - Accounting Services for Retail Jewelry Store (5.0/5, Sep 16, 2025): Rahat Aggarwal & Company provided accounting and bookkeeping services for a jewelry retailer. The team also filed the client's income tax return and audited their finances. [Read Full Review](https://clutch.co/go-to-review/rahat-aggarwal-company/406182) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients commend Rahat Aggarwal & Company for their competitive pricing and ability to align services with budget constraints. One client noted, "They try to fit in your budget" and appreciated the absence of heavy pricing. Overall sentiment reflects satisfaction with the value provided, as evidenced by the client's remark about reduced tax payments and ongoing collaboration, highlighting a strong perception of value for money. [Read All Reviews](https://clutch.co/profile/rahat-aggarwal-company?verified=true#reviews) --- ### [Fxtriangle](https://clutch.co/profile/fxtriangle-0) #### 4.8 out of 5 star rating (2 reviews) - $5,000+ minimum project size - 2 - 9 employees #### Services Provided - Allocation of Expertise by Percentage - 10% Commercial Financing - 50% Financial Advising & Planning - 15% Funding & Investment - 15% Insurance Services & Brokers - 10% IT Strategy Consulting #### Company description Fxtriangle is a software development company specializing in building trading software. Reviews reflect a positive experience with 100% satisfaction in service quality and project delivery. The company is noted for its quality support staff and effective coordination, though some feedback suggests areas for improvement in turnaround time. [Visit Website](https://fxtriangle.com/) #### High-quality work Fxtriangle has received positive feedback for delivering high-quality work, particularly noted by a long-term client who praised the quality of their trading software despite higher prices. The client highlighted effective communication and dedicated support, stating that the ongoing project is progressing smoothly. Overall, the sentiment reflects satisfaction with the quality of service, though there are minor concerns regarding turnaround times. #### Experience in 1 industry Fxtriangle has demonstrated expertise primarily in the financial services industry, with clients praising their high-quality delivery and effective project management, particularly in developing trading software. Reviewers noted strong coordination and dedicated support staff as key strengths. While the pricing is perceived as high, the overall sentiment is positive, with feedback indicating that their services are suitable for clients in need of scalable solutions and thorough testing processes. [Read All Reviews](https://clutch.co/profile/fxtriangle-0?verified=true#reviews) ##### Financial services Experience Fxtriangle has garnered positive feedback in the Financial services industry for their exceptional quality in developing trading software. Clients commend their commitment to project timelines and effective communication, especially in ongoing deployments. The team's expertise and support are frequently highlighted as strengths. While their pricing is considered high, the overall sentiment reflects satisfaction with the results, indicating that Fxtriangle is a strong candidate for businesses seeking reliable financial technology solutions. - 1 review for financial services industry - $10,000 – $49,000 avg. project cost - Custom Software Development for Financial Services Company (4.5/5, Dec 13, 2022): Fxtriangle helps a financial services company develop trading software. The team handles the entire process, including beta and alpha testing, issue identification, and product deployment.  [Read Full Review](https://clutch.co/go-to-review/fxtriangle-0/171716) #### 4.5 out of 5.0 rating for cost What Clients Have Said Fxtriangle is perceived as a high-cost provider, with clients acknowledging that while their prices are steep, the quality of service delivered justifies the expense. One client noted the impressive quality in developing trading software and praised their effective support staff. However, there were mentions of slower turnaround times, indicating a need for improvement in workflow efficiency. Overall, the sentiment reflects a balance between high costs and satisfactory value for money. [Read All Reviews](https://clutch.co/profile/fxtriangle-0?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Financial Advisor - Marcel Wasserman](https://clutch.co/profile/financial-advisor-marcel-wasserman) #### 4.5 out of 5 star rating (1 reviews) - $1,000+ minimum project size - $150 - $199 average hourly rate - 2 - 9 employees - Pretoria, South Africa #### Services Provided - Allocation of Expertise by Percentage - 5% Commercial Financing - 15% Finance & Accounting Outsourcing (FAO) - 50% Financial Advising & Planning - 30% Insurance Services & Brokers #### Company description Financial Advisor - Marcel Wasserman is a financial planning and investment advisory firm specializing in life insurance portfolios and related financial services. Their reviews indicate a high level of professionalism and personalized service, with 100% of reviewers commending their friendly and time-conscious approach. However, 50% noted the need for better responsiveness to client needs. Overall, clients are generally satisfied with their services. [Visit Website](https://marcelwasserman.co.za/) #### Personable Clients have consistently praised Marcel Wasserman for his personable approach, highlighting his friendly demeanor and personal attention. One client noted, 'They're very friendly, they give us personal attention, and they’re professional and time-conscious.' Overall, the sentiment reflects a strong appreciation for the personal rapport established, despite some feedback suggesting a need for improved attentiveness to evolving client needs. #### Experience in 1 industry Marcel Wasserman has demonstrated expertise primarily in the Food & Beverages industry, providing excellent financial planning and investment advice. Clients praised their personalized service and project management efficiency, although some expressed a need for improved responsiveness to changing financial situations. Overall sentiment within this industry is positive, indicating that potential clients in food consulting can expect attentive support and strategic guidance. [Read All Reviews](https://clutch.co/profile/financial-advisor-marcel-wasserman?verified=true#reviews) ##### Food & Beverages Experience Marcel Wasserman's expertise in the Food & Beverages industry is evidenced by positive client feedback highlighting their financial planning and investment education services. Clients appreciate their personal attention and professionalism, noting effective project management. However, some concerns were raised regarding responsiveness to evolving client needs, particularly in portfolio adjustments. Overall, their strengths in delivering tailored financial solutions make them a valuable partner for businesses in the Food & Beverages sector. - 1 review for food & beverages industry - Unknown avg. project cost - Business Consulting for Food & Beverage Company (4.5/5, Apr 2, 2021): Shepherd Consultants provided financial planning to a food consultancy, as well as managed and brokered investments in life insurance portfolios. They advised on insurance policies, investments, and more. [Read Full Review](https://clutch.co/go-to-review/financial-advisor-marcel-wasserman/115430) #### 4.0 out of 5.0 rating for cost What Clients Have Said Clients generally perceive Shepherd Consultants, led by Marcel Wasserman, as providing good value for money through their personalized and professional services. However, there are concerns regarding rising costs associated with insurance policies, which prompted some clients to seek alternatives. One client noted that while they were initially satisfied, the firm could improve by being more attuned to budgetary constraints and addressing client needs more promptly. [Read All Reviews](https://clutch.co/profile/financial-advisor-marcel-wasserman?verified=true#reviews) --- ### [Genistar Limited](https://clutch.co/profile/genistar) #### 5 out of 5 star rating (3 reviews) - 10 - 49 employees - Caterham, England #### Services Provided - Allocation of Expertise by Percentage - 10% Finance & Accounting Outsourcing (FAO) - 80% Financial Advising & Planning - 10% Insurance Services & Brokers #### Company description Genistar Limited is an insurance services and brokers firm specializing in tailored financial consulting and corporate insurance services. They are highly rated for their expertise in risk management services and corporate insurance brokerage, with 100% positive feedback highlighting their personalized approach and exceptional communication. Genistar's commitment to understanding client needs sets them apart as a trusted partner. [Visit Website](https://genistar.online/) #### Customized support The feedback regarding customized support from Genistar Limited is overwhelmingly positive. Clients praised their commitment to understanding unique business needs, resulting in tailored financial strategies and comprehensive insurance solutions. A client highlighted the team's proactive communication and responsiveness, stating they felt supported throughout the project. While there was a suggestion for more frequent updates during implementation, the overall sentiment reflects a strong appreciation for the personalized service and expertise, which significantly enhanced employee satisfaction and retention. - Insurance Policy, Business & Financial Consulting for IT Co (5.0/5, Jul 2, 2025): Genistar’s project management was excellent from start to finish. They clearly outlined timelines and deliverables at the outset and consistently delivered everything on schedule. They were highly responsive to our needs whenever we had questions or needed clarification; they replied quickly with clear, thorough answers. Their ability to adapt to our feedback and tailor solutions in real time made us feel supported and confident throughout the project. Their genuine commitment to understanding our business and tailoring solutions to our exact needs was outstanding. Unlike other firms that offered generic packages, Genistar took the time to listen, ask insightful questions, and design a truly bespoke financial plan and group insurance policy. [Read Full Review](https://clutch.co/go-to-review/genistar/386828) #### 2 reviews mention Insurance Services & Brokers Insurance Policy, Business & Financial Consulting for IT Co 5.0/5 — Genistar Limited provided financial consulting services for an IT company. The team assessed the client's finances, created a plan, implemented a private medical insurance (PMI) policy, and offered support. - 2 of 2 Insurance Services & Brokers reviews are 5 stars - 2 new reviews for Insurance Services & Brokers in past 6 months - Unknown avg. project cost [Read Full Review](https://clutch.co/go-to-review/genistar/386828) #### Experience in 2 industries Genistar Limited has received positive feedback primarily from the Information Technology and Consulting industries. Clients in IT appreciated their tailored financial consulting and comprehensive employee benefits solutions, highlighting strengths in project management and responsiveness. In Consulting, feedback emphasized Genistar’s clear communication and cultural alignment. Overall sentiment indicates that Genistar excels in financial planning and protection strategies, making them a strong fit for companies seeking bespoke solutions in these sectors. [Read All Reviews](https://clutch.co/profile/genistar?verified=true#reviews) ##### Information technology Experience Genistar Limited demonstrates strong expertise in financial consulting within the Information Technology sector, particularly in customized insurance solutions. Clients appreciate their proactive project management, tailored strategies, and commitment to understanding specific business needs. Positive feedback highlights their ability to enhance employee satisfaction and retention through well-implemented benefits. Overall, Genistar is viewed as a trusted partner that provides significant value, making them a suitable choice for IT companies seeking specialized financial services. - 1 review for information technology industry - 1 review is 5 stars - Unknown avg. project cost - Insurance Policy, Business & Financial Consulting for IT Co (5.0/5, Jul 2, 2025): Genistar Limited provided financial consulting services for an IT company. The team assessed the client's finances, created a plan, implemented a private medical insurance (PMI) policy, and offered support. [Read Full Review](https://clutch.co/go-to-review/genistar/386828) ##### Consulting Experience Genistar Limited has received positive feedback within the Consulting industry, particularly for its expertise in financial reviews and AI-driven solutions. Clients appreciate the company's strong values, clear communication, and responsive project management. Notably, a CEO highlighted Genistar's cultural fit and alignment with their own company values, indicating a strong partnership potential. Overall, the sentiment is highly favorable, suggesting Genistar is a strong candidate for businesses seeking reliable and impactful consulting services. - 1 review for consulting industry - 1 review is 5 stars - Unknown avg. project cost - Financial Advising & Planning for AI Consultancy (5.0/5, Apr 23, 2025): Genistar Limited provided financial advising and planning services for an AI consultancy. The team was tasked with reviewing the client's financial plan and conducting a financial review of their directors. [Read Full Review](https://clutch.co/go-to-review/genistar/369219) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight Genistar Limited's value for money, noting that their pricing aligns well with budget expectations. One CEO emphasized the 'good value for cost' and praised their tailored approach to financial consulting. Another client appreciated their 'great culture fit' and 'clear communication,' which further justified the investment. Overall, the sentiment reflects satisfaction with the company's pricing relative to the quality and effectiveness of their services. [Read All Reviews](https://clutch.co/profile/genistar?verified=true#reviews) --- ### [Celikel CPA & Accounting Firm](https://clutch.co/profile/celikel-cpa-accounting-firm) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 20% Accounting - 10% Commercial Financing - 10% Digital Asset Management - 10% Finance & Accounting Outsourcing (FAO) - 10% Financial Advising & Planning - 15% Financial Consulting - 10% Insurance Services & Brokers - 15% Business Consulting #### Company description Celikel Accounting Firm is a Turkey-based accounting firm that offers a range of services, including bookkeeping, financial reporting, tax compliance, and auditing. Their teams consist of knowledgeable, skilled, and experienced professionals well-versed in Turkish accounting practices and tax laws. Çelikel CPA specializes not only in accounting and tax compliance services but also in comprehensive tax planning and consultancy services, such as income tax, VAT, and corporate tax, providing support to clients in managing and optimizing their tax obligations. [Visit Website](https://celikelcpa.com/) #### Proactive Clients consistently praise Celikel CPA & Accounting Firm for their proactive approach, highlighting their ability to provide clear explanations of complex financial matters and guidance before issues arise. One client noted a significant reduction in time spent on accounting tasks, attributing this to the firm's proactive financial management and clear monthly reporting. Overall, the sentiment is highly positive, with clients expressing strong satisfaction while suggesting minor improvements in proactive business planning insights. #### Reviewed 1 time in the past 6 months In the last six months, clients of Celikel CPA & Accounting Firm have expressed high satisfaction with their professional and reliable accounting services. They appreciate the firm's technical expertise and proactive guidance, which have significantly reduced time spent on accounting tasks by 40–50%. Clients noted timely delivery of financial reports and compliance with Turkish regulations. A minor area for improvement mentioned was the desire for more proactive business planning insights, but overall sentiment remains very positive. - 1 of 1 reviews is 5 stars - Unknown avg. project cost [Read 1 Recent Review](https://clutch.co/profile/celikel-cpa-accounting-firm?sort_by=date_desc&verified=true#reviews) #### Experience in 1 industry Celikel CPA & Accounting Firm has demonstrated expertise primarily in the Advertising & Marketing industry, providing comprehensive accounting, tax compliance, and financial management services. Clients note their reliability, technical proficiency, and proactive guidance on regulatory matters, resulting in improved operational efficiency and informed decision-making. The overall sentiment is highly positive, highlighting strengths in compliance and financial reporting, with potential for growth in business planning insights. [Read All Reviews](https://clutch.co/profile/celikel-cpa-accounting-firm?verified=true#reviews) ##### Advertising & marketing Experience Celikel CPA & Accounting Firm has received positive feedback from clients in the Advertising & marketing industry, highlighting their expertise in accounting, tax compliance, and financial management. Clients appreciate their reliability, clear communication, and proactive guidance on financial matters, which have significantly improved operational efficiency and compliance. Overall, the firm's combination of technical skills and commitment to client service positions them as a valuable partner for businesses seeking robust financial support. - 1 review for advertising & marketing industry - 1 review is 5 stars - Unknown avg. project cost - Accounting for Advertising & Marketing Company (5.0/5, Jul 30, 2026): Celikel CPA & Accounting Firm provides accounting and financial management services for an advertising and marketing company. Their work includes tax planning, payroll management, financial reporting, and more. [Read Full Review](https://clutch.co/go-to-review/celikel-cpa-accounting-firm/476489) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients perceive Celikel CPA & Accounting Firm as offering excellent value for money, particularly appreciating their reliable service and expertise in Turkish regulations. One client noted that their choice was influenced by the firm's good value for the cost and alignment with company values. Overall sentiment indicates satisfaction with the firm's services, with clients reporting significant improvements in efficiency and compliance, though some suggested a desire for more proactive financial insights. [Read All Reviews](https://clutch.co/profile/celikel-cpa-accounting-firm?verified=true#reviews) --- ### [Equinox Arora Realty Inc., Brokerage](https://clutch.co/profile/equinox-arora-realty-brokerage) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Markham, Canada #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Brokerage Services - 50% Insurance Services & Brokers #### Company description Equinox Arora Realty Inc., Brokerage is a real estate company specializing in office and large space acquisitions. The feedback highlights their expertise in market analysis and negotiation, leading to successful deals below the client's budget. The client expressed satisfaction with their comprehensive service, noting their industry knowledge and effective communication, with 100% positive feedback on their performance. [Visit Website](https://equinoxarorarealty.com/) #### Professional Clients have expressed a high level of satisfaction with Equinox Arora Realty Inc., Brokerage, highlighting their professionalism and expertise in the commercial real estate sector. One client noted, 'They knew everything from the commercial industry' and appreciated their ability to negotiate effectively, resulting in a purchase below budget despite competitive offers. Overall, the sentiment reflects confidence in their thoroughness and dedication, with one client stating, 'I was delighted with their work' and finding no areas for improvement. #### Experience in 1 industry Equinox Arora Realty Inc., Brokerage has demonstrated strong expertise in the commercial real estate sector, particularly in office space acquisitions. Their clients commend them for their in-depth market knowledge, effective negotiation strategies, and tailored support, which resulted in favorable deals under competitive conditions. The overall sentiment is highly positive, particularly for businesses seeking office spaces, as clients appreciate their ability to navigate complex negotiations and provide valuable insights that align with business needs. [Read All Reviews](https://clutch.co/profile/equinox-arora-realty-brokerage?verified=true#reviews) ##### Other Industry Experience Equinox Arora Realty Inc., Brokerage has received positive feedback from clients in the Other Industry, particularly for their expertise in commercial real estate. A client highlighted the firm's ability to secure a significant deal below budget while effectively negotiating amidst competing offers. Their in-depth knowledge of the commercial market and proactive communication were praised, establishing them as a reliable partner for businesses seeking office space. Overall, sentiment is highly favorable, indicating they are well-suited for similar projects. - 1 review for other industry industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Commercial Real Estate for Smart Home & Security Company (5.0/5, Nov 2, 2021): A smart home and security company hired Equinox Arora Realty Inc., Brokerage, to provide commercial real estate. They helped the client find, negotiate, and get the deal for an office space for their business. [Read Full Review](https://clutch.co/go-to-review/equinox-arora-realty-brokerage/53281) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients have expressed high satisfaction with Equinox Arora Realty Inc., Brokerage regarding their cost-effectiveness and value for money. One client highlighted that they secured a property for $820,000 despite competing offers exceeding $880,000, showcasing the brokerage's negotiation skills. Additionally, the firm provided comprehensive market insights, ensuring clients received fair pricing. Overall, feedback indicates that clients feel they received significant value relative to their investment, with no noted areas for improvement. [Read All Reviews](https://clutch.co/profile/equinox-arora-realty-brokerage?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [The Seltzer Group](https://clutch.co/profile/seltzer-group) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Orwigsburg, PA #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description The Seltzer Group is a proficient Insurance Services and Brokers firm that specializes in providing comprehensive insurance solutions, including risk management services and corporate insurance brokerage. They have received overwhelmingly positive feedback, with clients highlighting their responsiveness and effective communication. Notably, 100% of reviewers appreciate their accessibility and willingness to address client needs promptly. [Visit Website](http://www.seltzergrp.com/) #### Accessible Clients express a strong sentiment of accessibility towards The Seltzer Group, highlighting their exceptional responsiveness. One client noted, "Seltzer is always available anytime I need them — they’re super responsive," emphasizing their commitment to communication. This level of availability has led to a seamless working relationship, with no reported issues during engagements. Overall, clients appreciate the ease of access to support and guidance from the team. #### 1 review mentions Insurance Services & Brokers Building Insurance Services for Real Estate Company 5.0/5 — The Seltzer Group provides insurance coverage for a commercial real estate company. They also take care of one of the firm’s stakeholders’ automobile and homeowners insurance. - 1 of 1 Insurance Services & Brokers reviews are 5 stars - $10,000 – $49,000 avg. project cost [Read Full Review](https://clutch.co/go-to-review/seltzer-group/92551) #### Experience in 1 industry The Seltzer Group has demonstrated strong expertise in the real estate industry, providing comprehensive insurance solutions for commercial properties. Clients appreciate their responsiveness and proactive communication, which enhances trust and satisfaction. Overall sentiment in this field is highly positive, indicating that potential clients in real estate can confidently rely on The Seltzer Group for effective and reliable insurance coverage tailored to their specific needs. [Read All Reviews](https://clutch.co/profile/seltzer-group?verified=true#reviews) ##### Real estate Experience The Seltzer Group has received positive feedback within the real estate industry for their expertise and responsive service. Clients appreciate their comprehensive coverage for commercial properties, emphasizing reliability and excellent communication. A client noted the effectiveness of their project management and accurate appraisals, highlighting their strong impact on operational efficiency. Overall, their commitment to client needs positions them as a strong fit for businesses in the real estate sector. - 1 review for real estate industry - 1 review is 5 stars - $10,000 – $49,000 avg. project cost - Building Insurance Services for Real Estate Company (5.0/5, Dec 16, 2021): The Seltzer Group provides insurance coverage for a commercial real estate company. They also take care of one of the firm’s stakeholders’ automobile and homeowners insurance. [Read Full Review](https://clutch.co/go-to-review/seltzer-group/92551) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients commend The Seltzer Group for their competitive pricing and overall value for money. One client noted an annual investment of $6,500 for comprehensive coverage, emphasizing the absence of issues and claims as a testament to the service quality. The responsiveness and proactive support provided by their team were highlighted, with no reported areas for improvement. This positive sentiment reflects a strong alignment between cost and service value. [Read All Reviews](https://clutch.co/profile/seltzer-group?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Miers Insurance Services, LLC](https://clutch.co/profile/miers-insurance-services) #### 5 out of 5 star rating (1 reviews) - 10 - 49 employees - Abilene, TX #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Miers Insurance Services, LLC, a comprehensive insurance agency, offers risk management services and corporate insurance solutions, including cyber insurance and benefit consulting. With 100% positive feedback, clients praise their efficient project management and proactive communication, highlighting the company's commitment to quality and competitive pricing. [Visit Website](https://www.miers-insurance.com/) #### High-quality work Clients consistently praise Miers Insurance Services, LLC for their high-quality work and reliable support. One client noted, "Miers Insurance always gets it done within a week" for upgrades, demonstrating their responsiveness. The firm's commitment to annual reviews and proactive threat updates further underscores their dedication to quality service. A client highlighted their competitive pricing and down-to-earth approach, stating, "They stand behind their offering and provide quality." Overall, the sentiment reflects strong satisfaction with Miers Insurance's performance. #### 1 review mentions Insurance Services & Brokers Insurance Services for IT Outsourcing Company 5.0/5 — Miers Insurance Services, LLC helps an IT outsourcing firm in covering their cybersecurity insurance needs. The team also provides employee benefits and consulting services for the company. - 1 of 1 Insurance Services & Brokers reviews are 5 stars - $50,000 – $199,999 avg. project cost [Read Full Review](https://clutch.co/go-to-review/miers-insurance-services/128202) #### Experience in 1 industry Miers Insurance Services, LLC has demonstrated expertise primarily in the IT Services sector, providing comprehensive cyber insurance and commercial coverage. Clients praise their responsiveness, quality service, and proactive consulting, particularly in navigating cyber threats. The overall sentiment is highly positive, reflecting their commitment to client needs and effective project management. Potential clients in IT Services seeking reliable insurance solutions will find Miers Insurance to be a strong fit. [Read All Reviews](https://clutch.co/profile/miers-insurance-services?verified=true#reviews) ##### IT Services Experience Miers Insurance Services, LLC demonstrates considerable expertise in cyber insurance, effectively addressing IT outsourcing firm needs through proactive consulting and timely updates on cybersecurity threats. Clients appreciate their responsive project management and transparent pricing. The ongoing relationship reflects strong trust and satisfaction, indicating that Miers Insurance is a reliable partner for businesses in the IT Services industry seeking comprehensive coverage and support. - 1 review for it services industry - 1 review is 5 stars - $50,000 – $199,999 avg. project cost - Insurance Services for IT Outsourcing Company (5.0/5, Jan 31, 2022): Miers Insurance Services, LLC helps an IT outsourcing firm in covering their cybersecurity insurance needs. The team also provides employee benefits and consulting services for the company. [Read Full Review](https://clutch.co/go-to-review/miers-insurance-services/128202) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients commend Miers Insurance Services, LLC for their competitive pricing and strong value for money. One client highlighted a $10,000 annual investment for a $1.5 million policy, emphasizing the quality of service and prompt support provided. Additionally, they appreciate the company's transparency and commitment to ongoing consultation and annual reviews, indicating a high level of satisfaction with the overall cost-effectiveness of their offerings. [Read All Reviews](https://clutch.co/profile/miers-insurance-services?verified=true#reviews) - $50,000 to $199,999 (1 reviews) --- ### [Univest](https://clutch.co/profile/univest) #### 5 out of 5 star rating (1 reviews) - 250 - 999 employees - Souderton, PA #### Services Provided - Allocation of Expertise by Percentage - 25% Commercial Financing - 50% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description Univest is a financial services company specializing in complex real estate lending, particularly for neighborhood improvement zones. The reviews highlight Univest's expertise, responsiveness, and project management skills, with 100% positive feedback on their knowledge and communication. Clients appreciate their ability to meet deadlines and their willingness to provide assistance even outside of regular hours. [Visit Website](http://www.univest.net/) #### Knowledgeable Clients express a strong sentiment regarding Univest's knowledge, particularly in neighborhood improvement zone-specific lending. One client noted, 'Their knowledge about neighborhood improvement zones is impressive,' highlighting the team's expertise. Another emphasized their willingness to answer questions, stating, 'Univest is highly knowledgeable.' Overall, the feedback reflects a high level of confidence in Univest's capabilities and professionalism in addressing complex financial needs. #### Experience in 1 industry Univest demonstrates significant expertise in the real estate sector, particularly in handling complex financing solutions like neighborhood improvement zone-specific lending. Clients appreciate their responsiveness, project management efficiency, and in-depth industry knowledge. Overall sentiment from reviews indicates a strong satisfaction level, highlighting Univest's strengths in communication and meeting deadlines, making them a suitable choice for real estate projects. [Read All Reviews](https://clutch.co/profile/univest?verified=true#reviews) ##### Real estate Experience Univest has received positive feedback from clients in the real estate industry, particularly for their expertise in complex financing and neighborhood improvement zones. Clients appreciate their proactive communication, timely project management, and dedication, often available even during holidays. Their strong understanding of real estate complexities and commitment to client goals make them a valuable partner for those seeking financial solutions in real estate. - 1 review for real estate industry - 1 review is 5 stars - $1,000,000 – $9,999,999 avg. project cost - Financing & Lending Services for Property Management Firm (5.0/5, Dec 16, 2021): Univest is helping a property management real estate company acquire financing for a real estate purchase. The team also provides guidance around neighborhood improvement zone lending.  [Read Full Review](https://clutch.co/go-to-review/univest/92571) #### 5.0 out of 5.0 rating for cost What Clients Have Said Clients generally perceive Univest's services as offering strong value for money, particularly through their commitment to customer support and timely project management. One client noted their availability even during holidays and praised their expertise in complex financing requirements. The overall sentiment reflects satisfaction with the pricing relative to the quality of service provided, with no significant complaints regarding costs or value. [Read All Reviews](https://clutch.co/profile/univest?verified=true#reviews) - $1,000,000 to $9,999,999 (1 reviews) --- ### [Flexport](https://clutch.co/profile/flexport-0) #### 4 out of 5 star rating (1 reviews) - 1,000 - 9,999 employees - San Francisco, CA #### Services Provided - Allocation of Expertise by Percentage - 50% Insurance Services & Brokers - 30% Logistics & Supply Chain Consulting - 20% Ocean Freight #### Company description Flexport is a logistics and freight forwarding company that specializes in customs brokerage and international forwarding services. Reviewers highlight their advanced use of AI and machine learning for efficiency, resulting in 20%-30% cost savings. The company's portal is praised for offering comprehensive shipment visibility and effective collaboration. Overall, clients report high satisfaction with Flexport's project management and innovative systems, with no significant areas for improvement noted. [Visit Website](https://www.flexport.com/) #### Collaborative The overall sentiment regarding Flexport's collaborative approach is highly favorable. Clients appreciate the use of a centralized portal that facilitates communication and document sharing, allowing for a more efficient and integrated workflow. One client noted, "the system allows a more collaborative approach" and highlighted the effectiveness of their forum for addressing questions and issues. Additionally, the visibility provided through the portal enhances the collaborative experience, reinforcing Flexport's commitment to teamwork and responsiveness. #### Experience in 1 industry Flexport has demonstrated expertise in the manufacturing sector, particularly in logistics and customs brokerage. Clients highlight their use of AI and machine learning for efficiency, resulting in significant cost savings and enhanced shipment visibility. The positive feedback emphasizes their project management capabilities and innovative portal for collaboration. Overall sentiment in manufacturing is highly favorable, indicating Flexport's suitability for companies needing robust logistics solutions. [Read All Reviews](https://clutch.co/profile/flexport-0?verified=true#reviews) ##### Manufacturing Experience Flexport has demonstrated significant expertise in the manufacturing industry, particularly in logistics and customs brokerage for companies reliant on imported materials. Clients reported a marked improvement in efficiency and cost savings of 20%-30% due to advanced technologies like AI and OCR. Their user-friendly portal enhances shipment visibility and collaboration, facilitating smoother operations. Overall, Flexport is viewed as a strong partner for manufacturing firms seeking reliable logistics solutions, with high project management skills and a pioneering approach in the industry. - 1 review for manufacturing industry - $200,000 – $999,999 avg. project cost - US Customs Brokerage Service for Towel & Tissue Manufacturer (4.0/5, May 27, 2021): Flexport is the US customs brokerage representative of a towel and tissue manufacturer. They help the client with customs clearance, importer security filing, and other forwarding services. [Read Full Review](https://clutch.co/go-to-review/flexport-0/37980) #### 5.0 out of 5.0 rating for cost What Clients Have Said Flexport has received positive feedback regarding their overall cost and value for money. Clients have reported savings of 20%–30% in customs-related costs due to Flexport's efficient use of AI and machine learning, which minimizes manual data entry. The investment range of $250,000–$500,000 has been deemed worthwhile, with clients appreciating the high visibility and collaborative tools offered through Flexport's portal. Overall, the sentiment indicates that Flexport provides significant value relative to their pricing. [Read All Reviews](https://clutch.co/profile/flexport-0?verified=true#reviews) - $200,000 to $999,999 (1 reviews) --- ### [Hughes Spencer](https://clutch.co/profile/hughes-spencer) #### 4.5 out of 5 star rating (1 reviews) - 10 - 49 employees - Portsmouth, England #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description Hughes Spencer is a financial consulting firm specializing in annual account statement preparation and tax report creation for software development companies. They have consistently fulfilled client needs with minimal reporting issues and are praised for their excellent value for money and responsiveness. All feedback is positive, highlighting their effectiveness in managing financial processes efficiently. [Visit Website](https://hughesspencer.co.uk/) #### Exceptional performance Clients have expressed exceptional satisfaction with Hughes Spencer's financial consulting services, noting their consistent fulfillment of needs and excellent value for money. One client highlighted that they have encountered very few issues with government reports, attributing this success to the team's efficient access to their accounting system. Overall, the sentiment reflects a strong endorsement of Hughes Spencer's professionalism and reliability. #### Experience in 1 industry Hughes Spencer has demonstrated substantial expertise in the software industry, particularly in financial consulting and annual account preparation. Clients appreciate their reliable and efficient service, noting excellent value for money and responsiveness to queries. The overall sentiment is positive, with businesses in the software sector highlighting their strengths in managing financial reporting and providing consistent support. Potential clients within software development can expect a strong partnership focused on financial accuracy and efficiency. [Read All Reviews](https://clutch.co/profile/hughes-spencer?verified=true#reviews) ##### Software Experience Hughes Spencer has received positive feedback in the software industry for their expertise in financial consulting and annual account preparation. Clients appreciate their reliability, value for money, and effective communication. The company's ability to seamlessly integrate with clients' accounting systems minimizes project management challenges. Overall, Hughes Spencer is viewed as a competent partner that delivers consistent results and addresses clients' needs efficiently, making them a strong candidate for businesses seeking software solutions. - 1 review for software industry - $10,000 – $49,000 avg. project cost - Accounting Services & Consultancy for Software Dev Company (4.5/5, Jul 13, 2021): Hughes Spencer prepares the client's year-end accounts and provides financial consultancy. They use the client's accounting system to create an annual summary and tax reports, which they send to the government. [Read Full Review](https://clutch.co/go-to-review/hughes-spencer/80098) #### 4.5 out of 5.0 rating for cost What Clients Have Said Clients have praised Hughes Spencer for their excellent value for money, with one reviewer noting that the investment of approximately $26,000 has consistently met their needs with minimal issues. The director of a software development company highlighted the firm's willingness to address questions and concerns, reinforcing the sentiment that the cost is justified by the quality of service provided. Overall, the feedback indicates a strong alignment of cost with the value delivered. [Read All Reviews](https://clutch.co/profile/hughes-spencer?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [denali](https://clutch.co/profile/denali) #### 4.5 out of 5 star rating (1 reviews) - 2 - 9 employees - Bellevue, WA #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description denali is a financial services company specializing in fractional CFO services for startups, offering accounting, budgeting, and compliance support. Their expertise has accelerated financial processes by 25%, with positive feedback highlighting impressive communication. However, occasional underestimation of task workload is noted. [Visit Website](https://denalifc.com/) #### Team players Denali has received positive feedback regarding their team-oriented approach, with clients noting their commitment to collaboration and effective communication. One client emphasized the importance of integrating Denali as a full part of their team to establish trust. The expertise provided by Denali's team members has significantly improved operational efficiency, demonstrating their capability as team players. Overall, the sentiment reflects a strong appreciation for Denali's collaborative spirit and supportive role in client success. #### Experience in 1 industry Denali has demonstrated strong expertise in the Software industry, particularly in supporting tech startups with fractional CFO services. Clients highlight their effective financial management, improved budgeting processes, and impactful communication. Overall sentiment is positive, with clients noting denali's commitment to their mission and impressive results, such as faster monthly closes. Potential clients in the tech startup sector may find denali's services particularly beneficial. [Read All Reviews](https://clutch.co/profile/denali?verified=true#reviews) ##### Software Experience Denali has demonstrated significant expertise in providing fractional CFO services to tech startups, showcasing strengths in financial management, budgeting, and compliance support. Clients have noted improvements in financial processes and reporting efficiency, particularly highlighting the team's effective communication. While some clients suggest a need for better workload estimation, overall sentiment remains positive, indicating that Denali is a reliable partner for companies seeking to enhance their financial operations in the Software industry. - 1 review for software industry - $10,000 – $49,000 avg. project cost - Accounting & Fractional CFO for Tech Startup (4.5/5, Oct 18, 2021): denali is a tech startup’s accounting partner. They provide bookkeeping and fractional CFO services, and they advise about budgeting, compliance, and financial planning. They also help during board meetings. [Read Full Review](https://clutch.co/go-to-review/denali/38679) #### 4.0 out of 5.0 rating for cost What Clients Have Said Clients have generally praised denali for its cost-effectiveness, noting that their investment of around $30,000 has resulted in significant improvements in financial processes and reporting efficiency. One client highlighted that denali's services enabled a faster monthly close and a more scalable financial system, affirming that the value received justified the expense. However, there were mentions of occasional underestimations of task complexity, suggesting room for improvement in project scope assessment. [Read All Reviews](https://clutch.co/profile/denali?verified=true#reviews) - $10,000 to $49,000 (1 reviews) --- ### [Amalgam](https://clutch.co/profile/amalgam-0) - $50,000+ minimum project size - $100 - $149 average hourly rate - 10 - 49 employees - Chesterbrook, PA #### Services Provided - Allocation of Expertise by Percentage - 14% UX/UI Design - 16% Custom Software Development - 14% Enterprise App Modernization - 14% DevOps Managed Services - 14% Insurance Services & Brokers - 14% IT Strategy Consulting - 14% Web Development #### Company description Amalgam, a custom software development firm, was established in 2012. In Chesterbrook, Pennsylvania, the team offers Custom Software Development and UX/UI Design. [Visit Website](https://amalgam-inc.com/) --- ### [Fullsteam - Insurance Brokerage](https://clutch.co/profile/fullsteam-insurance-brokerage) - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Fullsteam - Insurance Brokerage is a small Los Angeles, California-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers. [Visit Website](https://www.fullsteam.io) --- ### [HORAN](https://clutch.co/profile/horan-0) #### 5 out of 5 star rating (1 reviews) - 50 - 249 employees - Fort Mitchell, KY #### Services Provided - Allocation of Expertise by Percentage - 35% Financial Advising & Planning - 20% Financial Consulting - 35% Insurance Services & Brokers - 10% Business Consulting #### Company description HORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor providing legendary service, support and partnership in employee benefits consulting, wealth management and life insurance for estate and business planning. With offices in Cincinnati, Columbus and Dayton, Ohio; and Ft. Mitchell, Kentucky, HORAN serves both corporate and individual clients in 48 states. HORAN has a strong regional presence with a national footprint. We bring the best services, resources and value to our clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group.Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. [Visit Website](https://horan-fortmitchellky.godaddysites.com) --- ### [Frontier Risk Group](https://clutch.co/profile/frontier-risk-group) - 10 - 49 employees - Westport, CT #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Insurance Services & Brokers company Frontier Risk Group was founded in 2022. The small team focuses on Insurance Services & Brokers. [Visit Website](https://www.frontierrisk.com/coverages) --- ### [HORAN - Wealth Management](https://clutch.co/profile/horan-wealth-management) - 50 - 249 employees - Dublin, OH #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Insurance Services & Brokers #### Company description HORAN - Wealth Management is a Financial Advising & Planning and Insurance Services & Brokers company based in Dublin, Ohio. They offer Financial Advising & Planning and Insurance Services & Brokers. [Visit Website](https://horanassoc.com/) --- ### [Salasar Services Insurance Brokers Pvt. Ltd.](https://clutch.co/profile/salasar-services-insurance-brokers) - 250 - 999 employees - Kolkata, India #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Salasar Services Insurance Brokers Pvt. Ltd. Is an Insurance Services & Brokers company. They are based in Kolkata, India and have midsize team. They offer Insurance Services & Brokers. [Visit Website](https://www.salasarservices.com/) --- ### [JLC General Insurance](https://clutch.co/profile/jlc-general-insurance) - $1,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Essendon, Australia #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Established in 1990, JLC General Insurance is an Insurance Services & Brokers company. The firm offers Insurance Services & Brokers, and is midsize. [Visit Website](http://www.jlcgeneralinsurance.com.au/contact-us/) --- ### [techsnippy pvt limited.](https://clutch.co/profile/techsnippy) - $10,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - Shivamogga, India #### Services Provided - Allocation of Expertise by Percentage - 25% Graphic Design - 30% Insurance Services & Brokers - 15% Logo - 25% Other Design - 5% Tax Law #### Company description Launched in 2024, techsnippy pvt limited. Is a small Shivamogga, India-based Insurance Services & Brokers company. Their team offers Insurance Services & Brokers and Graphic Design. [Visit Website](https://www.techsnippy.com/) --- ### [Innovo Benefits Group](https://clutch.co/profile/innovo-benefits-group) - 10 - 49 employees - Concord, MA #### Services Provided - Allocation of Expertise by Percentage - 40% HR Consulting - 60% Insurance Services & Brokers #### Company description Innovo Benefits Group is a Concord, Massachusetts-based Insurance Services & Brokers company. Established in 2016, the team offers Insurance Services & Brokers and HR Consulting. [Visit Website](http://innovobenefits.com) --- ### [Southwestern Insurance](https://clutch.co/profile/southwestern-insurance) - 250 - 999 employees - Hialeah, FL #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Launched in 2000, Southwestern Insurance , a midsize Insurance Services & Brokers company, is located in Hialeah, Florida. Their services include Insurance Services & Brokers. [Visit Website](https://swtruckins.net/) --- ### [Runacres Public Liability Insurance](https://clutch.co/profile/runacres-public-liability-insurance) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees - Auckland, New Zealand #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Runacres Public Liability Insurance is an Insurance Services & Brokers company. Their team is headquartered in Auckland, New Zealand. The company offers Insurance Services & Brokers. [Visit Website](https://runacres.co.nz/public-liability-insurance-nz/) --- ### [Kreditwala](https://clutch.co/profile/kreditwala) #### 5 out of 5 star rating (1 reviews) - $5,000+ minimum project size - 250 - 999 employees - Delhi, India #### Services Provided - Allocation of Expertise by Percentage - 40% Financial Advising & Planning - 30% Financial Consulting - 30% Insurance Services & Brokers #### Company description Kreditwala, a service provider in the financial sector, offers user-friendly solutions for obtaining personal loans and credit cards, partnering with various banks like SBI and HDFC. Reviews highlight their reliable services, innovative solutions, and effective project management, emphasizing the platform's ease of use and potential for earning through financial product sales. [Visit Website](https://www.kreditwala.com/) --- ### [Prospects For Agents](https://clutch.co/profile/prospects-agents) - $50,000+ minimum project size - 50 - 249 employees - Mississauga, Canada #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Prospects For Agents is an Insurance Services & Brokers company. The New York, New York-based agency focuses on Insurance Services & Brokers. [Visit Website](https://www.prospectsforagents.com) --- ### [Infiny Solutions](https://clutch.co/profile/infiny-solutions) - 50 - 249 employees - Agra, India #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Insurance Services & Brokers #### Company description Financial Advising & Planning and Insurance Services & Brokers company Infiny Solutions was founded in 2020. The team offers Financial Advising & Planning and Insurance Services & Brokers. [Visit Website](https://infinysolutions.com/) --- ### [Florida healthcare insurance](https://clutch.co/profile/florida-healthcare-insurance) - $1,000+ minimum project size - < $25 average hourly rate - 250 - 999 employees #### Services Provided - Allocation of Expertise by Percentage - 40% Insurance Services & Brokers - 60% Business Consulting #### Company description Florida healthcare insurance is a Business Consulting company founded in 2016. The team provides Business Consulting and Insurance Services & Brokers. [Visit Website](https://floridahealthcareinsurance.com) --- ### [PAPERNEST SERVICES](https://clutch.co/profile/papernest-services) - $250,000+ minimum project size - $25 - $49 average hourly rate - 250 - 999 employees - Paris, France #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description PAPERNEST SERVICES is an Insurance Services & Brokers company established in 2019. The midsize team specializes in Insurance Services & Brokers. [Visit Website](https://www.papernest.com/) --- ### [Shoreline Insurance](https://clutch.co/profile/shoreline-insurance) - $1,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Shoreline Insurance is an Insurance Services & Brokers company established in 2018. The firm provides Insurance Services & Brokers, and is midsize. [Visit Website](https://shorelineinsurancect.com/) --- ### [Sebanda Insurance](https://clutch.co/profile/sebanda-insurance-0) - 50 - 249 employees - Miami, FL #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Sebanda Insurance is an Insurance Services & Brokers company. Founded in 2018, the team focuses on Insurance Services & Brokers. [Visit Website](https://goo.su/G23ypOK) --- ### [DeshCap](https://clutch.co/profile/deshcap) - $5,000+ minimum project size - $300+ average hourly rate - 50 - 249 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 25% Finance & Accounting Outsourcing (FAO) - 50% Insurance Services & Brokers - 25% Cybersecurity #### Company description DeshCap is an Insurance Services & Brokers company founded in 2014. Their services include Insurance Services & Brokers and Finance & Accounting Outsourcing (FAO). [Visit Website](https://www.deshretcapital.com/) --- ### [Ocean Finance](https://clutch.co/profile/ocean-finance) - 50 - 249 employees - Stretford, England #### Services Provided - Allocation of Expertise by Percentage - 50% Financial Advising & Planning - 50% Insurance Services & Brokers #### Company description Launched in 1991, Ocean Finance is a Financial Advising & Planning and Insurance Services & Brokers company. Their team focuses on Financial Advising & Planning and Insurance Services & Brokers. [Visit Website](https://www.oceanfinance.co.uk/) --- ### [PropertyCloud Realty Specifier pvt ltd](https://clutch.co/profile/propertycloud-realty-specifier) - 50 - 249 employees - Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 50% Commercial Brokerage Services - 50% Insurance Services & Brokers #### Company description PropertyCloud Realty Specifier pvt ltd is a Commercial Brokerage Services and Insurance Services & Brokers company. Their team offers Commercial Brokerage Services. [Visit Website](https://propertycloud.in/) --- ### [ReSource Pro](https://clutch.co/profile/resource-pro) - $5,000+ minimum project size - 10,000+ employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 50% Back Office Outsourcing - 50% Insurance Services & Brokers #### Company description In New York, New York, ReSource Pro is a large Insurance Services & Brokers and Back Office Outsourcing company. Their services include Insurance Services & Brokers and Back Office Outsourcing. [Visit Website](http://www.resourcepro.com) --- ### [Arias Agencies](https://clutch.co/profile/arias-agencies) #### 4.5 out of 5 star rating (1 reviews) - 50 - 249 employees #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description The Arias Agencies of Globe Life - American Income Division was founded in 2008 by State Director, Simon Arias. Initially founded in Pittsburgh, Pennsylvania, Arias has since expanded to multiple offices throughout the country making it American Income Life's largest distribution center in the United States of America.     [Visit Website](https://www.ariasagencies.com/) --- ### [Tokio Marine & Nichido Fire Insurance Co Ltd](https://clutch.co/profile/tokio-marine-nichido-fire-insurance-co) - $1,000+ minimum project size - 50 - 249 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Tokio Marine & Nichido Fire Insurance Co Ltd is an Insurance Services & Brokers company established in 1879. The firm offers Insurance Services & Brokers. [Visit Website](https://www.tmnf.ae/) --- ### [InsuranceMarket.ae](https://clutch.co/profile/insurancemarketae) - 250 - 999 employees - Dubai, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description InsuranceMarket.ae is an Insurance Services & Brokers company launched in 2010. The company focuses on Insurance Services & Brokers, and is midsize. [Visit Website](https://insurancemarket.ae/) --- ### [Distinguished Programs](https://clutch.co/profile/distinguished-programs) - 250 - 999 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Insurance Services & Brokers company Distinguished Programs is located in New York, New York. The team provides Insurance Services & Brokers. [Visit Website](https://distinguished.com/) --- ### [FCA Insurance Brokers](https://clutch.co/profile/fca-insurance-brokers) - $10,000+ minimum project size - 50 - 249 employees - Toronto, Canada #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description FCA Insurance Brokers is an Insurance Services & Brokers company. The midsize Toronto, Canada-based team specializes in Insurance Services & Brokers. The company was established in 1925. [Visit Website](https://fcainsurance.com/) --- ### [Taylor Benefits Insurance](https://clutch.co/profile/taylor-benefits-insurance) - $1,000+ minimum project size - $25 - $49 average hourly rate - 1,000 - 9,999 employees - San Jose, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Taylor Benefits Insurance, a large Insurance Services & Brokers company, is located in San Jose, California. Their services include Insurance Services & Brokers. [Visit Website](https://www.taylorbenefitsinsurance.com/) --- ### [Alpha Root](https://clutch.co/profile/alpha-root) - $10,000+ minimum project size - 50 - 249 employees - New York, NY #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Alpha Root is an Insurance Services & Brokers company. Based in New York, New York, their midsize team specializes in Insurance Services & Brokers. The company was launched in 2017. [Visit Website](https://alpharoot.com) --- ### [Shory](https://clutch.co/profile/shory) - $100,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Abu Dhabi, United Arab Emirates #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Shory is an Insurance Services & Brokers company established in 2021. The company provides Insurance Services & Brokers. [Visit Website](https://www.shory.com/) --- ### [Skytale Group](https://clutch.co/profile/skytale-group) - $1,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - Dallas, TX #### Services Provided - Allocation of Expertise by Percentage - 25% Accounting - 25% Commercial Financing - 25% Financial Advising & Planning - 25% Insurance Services & Brokers #### Company description Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize. [Visit Website](https://skytalegroup.com/) --- #### Get personalized agency matches based on your project goals. [Find the right fit](https://project.clutch.co/project-brief?source=directory_slide_in_CTA&BPB_adoption_source=directory) ## Why Trust Clutch At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences. 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