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UndisclosedUndisclosed2 - 9Mississauga, Canada
Services provided
10% Insurance Services & Brokers20% Accounting10% Commercial Financing +6 services10% Finance & Accounting Outsourcing (FAO)10% Finance Law10% Financial Advising & Planning10% Financial Consulting10% Funding & Investment10% Tax LawWealthy Wave Accounting Inc is an Accounting company. Their small team of employees is in Mississauga, Canada. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
Services provided
10% Insurance Services & Brokers70% Business Consulting10% AI Consulting +1 service10% IT Strategy ConsultingThe Advize is a Business Consulting company. In Miami, Florida, the firm was launched in 2023. Their team offers Business Consulting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Spring, TX
Services provided
100% Insurance Services & BrokersSee all 1 projectsMcDade Insurance Brokerage Group, LLC offers brokerage services, working closely with clients to research and tailor policies that best meet their needs. The reviews highlight the company's strong alignment with client values, competitive pricing, and thorough examination of policy options, resulting in a successful partnership with no areas identified for improvement.
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UndisclosedUndisclosed2 - 9Emmitsburg, MD
Services provided
100% Insurance Services & BrokersSee all 1 projectsInsurance Brokers of Maryland, LLC provides comprehensive insurance services, focusing on long-term and short-term coverages, effectively managing risk while maintaining cost efficiency. Customer feedback highlights their ability to deliver value, with clients appreciating their competitive pricing and geographical convenience. The firm’s commitment to communication is evident, although increased employee engagement is suggested for further improvement.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
100% Insurance Services & BrokersSee all 1 projectsRoyal Insurance Agency, Inc. offers comprehensive Insurance Services and Brokers, specializing in finding optimal insurance solutions for clients. Reviews highlight their effectiveness in sourcing competitive quotes and strong client communication through in-person meetings and phone calls. Overall, clients appreciate their thorough approach and successful outcomes.
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UndisclosedUndisclosed2 - 9Fort Worth, TX
Services provided
50% Insurance Services & Brokers25% Commercial Financing25% Financial Advising & PlanningSee all 1 projectsClarity Financial Group offers comprehensive financial services including tax compliance, payroll management, and receivables. Clients appreciate their effective communication and the value provided for the cost. Feedback highlights their proactive approach in resolving issues, making them a reliable partner for financial management needs.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
Services provided
50% Insurance Services & Brokers50% Financial Advising & PlanningSee all 1 projectsEllis Insurance & Financial Group specializes in wealth management and has been instrumental in helping businesses retain more clients and improve their operations. The overall feedback highlights their strong alignment with client values and effective communication through various channels, including virtual meetings and phone calls. The reviews consistently indicate high satisfaction with no areas for improvement noted.
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UndisclosedUndisclosed2 - 9Dawsonville, GA
Services provided
100% Insurance Services & BrokersSee all 1 projectsDawson Insurance offers comprehensive Insurance Services and Brokers solutions, including risk management and protection against lawsuits and theft. Overall feedback highlights their alignment with clients' values and good value for cost, though there is room for improvement in communication.
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UndisclosedUndisclosed2 - 9Roanoke, VA
Services provided
100% Insurance Services & BrokersSee all 1 projectsHawk Advisers, Inc. specializes in comprehensive Risk Management Services and Insurance Services and Brokers for integrated business enterprises. Customer reviews highlight their ability to assemble extensive insurance packages and reduce premiums, especially in workers' compensation. The overall feedback emphasizes their effective communication and alignment with clients’ values and budgetary constraints.
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UndisclosedUndisclosed2 - 9Markham, Canada
Services provided
50% Insurance Services & Brokers50% Financial Advising & PlanningSee all 1 projectsABC Financial Advisor offers comprehensive risk management and decision-making support, enhancing clients' operational efficiency and employee satisfaction. Reviews highlight the firm's valuable insights into risk tolerance and strong communication practices, emphasizing their budget-friendly pricing and cultural compatibility. Clients report improved decision-making processes and appreciate the firm's consistent and effective collaboration.
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UndisclosedUndisclosed2 - 9Warwick, RI
Services provided
50% Insurance Services & Brokers50% Commercial Brokerage ServicesSlocum Realty is a Commercial Brokerage Services and Insurance Services & Brokers company. They offer Commercial Brokerage Services and Insurance Services & Brokers and were launched in 1949.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
Services provided
50% Insurance Services & Brokers18% HR Consulting17% Recruiting +1 service15% StaffingBeckham Insurance Group is a small Insurance Services & Brokers company founded in 1966. Their services include Insurance Services & Brokers and HR Consulting.
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UndisclosedUndisclosed2 - 9Leland, MS
Services provided
50% Insurance Services & Brokers50% Back Office OutsourcingProsperity Billing Services, a Back Office Outsourcing and Insurance Services & Brokers company, was established in 2018. They provides Back Office Outsourcing and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Nashville, TN
Services provided
50% Insurance Services & Brokers25% Commercial Financing25% Funding & InvestmentREIT Investment Group, LLC is an Insurance Services & Brokers company based in Nashville, Tennessee. They specialize in Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
Services provided
50% Insurance Services & Brokers50% Funding & InvestmentFounded in 2018, EverTrue Financial Services is an Insurance Services & Brokers and Funding & Investment company. The team focuses on Insurance Services & Brokers and Funding & Investment.
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UndisclosedUndisclosed2 - 9Conroe, TX
Services provided
80% Insurance Services & Brokers20% Financial ConsultingIn Conroe, Texas, Risiko Corporation is an Insurance Services & Brokers company. The team provides Insurance Services & Brokers and Financial Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
50% Insurance Services & Brokers50% Financial ConsultingEstablished in 2016, Risk Balance Inc. Is an Insurance Services & Brokers and Financial Consulting company. The team focuses on Insurance Services & Brokers and Financial Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
70% Insurance Services & Brokers30% Financial ConsultingNSB Risk Advisory is an Insurance Services & Brokers company. The small Sydney, Australia-based team provides Insurance Services & Brokers and Financial Consulting. The agency was established in
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UndisclosedUndisclosed2 - 9Rush, Ireland
Services provided
70% Insurance Services & Brokers30% Litigation Support ServicesLaunched in 2009, Insurance Claim Solutions is a small Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
Services provided
50% Insurance Services & Brokers50% Litigation Support ServicesCanadian Claim Quantification Services is an Insurance Services & Brokers and Litigation Support Services company. Their team offers Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Lisle, IL
Services provided
40% Insurance Services & Brokers60% Financial Advising & PlanningMidwest Legacy Group, LLC is a Lisle, Illinois-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Lagos, Nigeria
Services provided
40% Insurance Services & Brokers40% Commercial Financing20% Financial Advising & PlanningSky Capital And Financial Allied International, a Commercial Financing company, was founded in 2019. The team focuses on Commercial Financing and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Columbus, OH
Services provided
40% Insurance Services & Brokers30% Commercial Financing30% Funding & InvestmentCREC is an Insurance Services & Brokers company launched in 2001. The firm provides Insurance Services & Brokers and Commercial Financing, and is small.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
40% Insurance Services & Brokers60% Financial ConsultingClub Vita, a Financial Consulting company, was founded in 2008. They offers Financial Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Miami, FL
Services provided
45% Insurance Services & Brokers45% Financial Advising & Planning10% Funding & InvestmentSmall Financial Advising & Planning company Ocean Financial Services, LLC, is located in Miami, Florida. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Traverse City, MI
Services provided
30% Insurance Services & Brokers70% Financial ConsultingFounded in 2018, Highstreet Insurance Partners is a Financial Consulting company. The agency provides Financial Consulting and Insurance Services & Brokers, and is midsize.
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UndisclosedUndisclosed10 - 49Hong Kong, Hong Kong
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% Commercial FinancingFounded in 2012, 1 PMF Capital Limited is a small Financial Advising & Planning company. Their team provides Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Northwich, England
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% AccountingCRS CONSULTANTS LTD is a small Financial Advising & Planning company founded in 1977. Their team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Camberwell, Australia
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% Commercial FinancingPlanning Partners, a Financial Advising & Planning company, was established in 1999. The agency provides Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Bedford, NH
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% Business Valuation ServicesBaldwinClarke, a Financial Advising & Planning company, was founded in 1971. The agency focuses on Financial Advising & Planning and Insurance Services & Brokers, and is small.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
40% Insurance Services & Brokers60% AccountingAccounting company Kerry Van Isom & Associates focuses on Accounting and Insurance Services & Brokers. They were founded in 2010.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
40% Insurance Services & Brokers50% Financial Advising & Planning10% AccountingMerino Wealth Management is a Financial Advising & Planning company founded in 2016. Based in Chicago, Illinois, the team offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Melbourne, FL
Services provided
40% Insurance Services & Brokers50% Financial Advising & Planning10% Commercial FinancingLeonard Financial Group, a Financial Advising & Planning company, is based in Melbourne, Florida. Founded in 2006, the team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
40% Insurance Services & Brokers60% Back Office OutsourcingBack Office Outsourcing company Integrated Payor Solutions was launched in 2015. The agency provides Back Office Outsourcing and Insurance Services & Brokers, and is small.
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UndisclosedUndisclosed2 - 9London, England
Services provided
35% Insurance Services & Brokers30% Commercial Financing25% Financial Consulting +1 service10% Business ConsultingEstablished in 2014, Richdale Consultants is an Insurance Services & Brokers company. Located in London, England, the team focuses on Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed2 - 9Springfield, IL
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% AccountingBOS Investment Services is a Financial Advising & Planning company. They are located in Springfield, Illinois. Their team specializes in Financial Advising & Planning and Insurance Services &
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UndisclosedUndisclosed2 - 9Muncie, IN
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% Funding & InvestmentWealth Strategies is a Muncie, Indiana-based Financial Advising & Planning company. Launched in 1997, the team specializes in Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Paris, France
Services provided
30% Insurance Services & Brokers70% Business ConsultingIN2 Consulting is a Business Consulting company. Their small team is headquartered in Paris, France and offers Business Consulting and Insurance Services & Brokers. The firm was established in 2007.
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UndisclosedUndisclosed10 - 49Winter Haven, FL
Services provided
30% Insurance Services & Brokers60% Financial Advising & Planning10% Financial ConsultingHeadquartered in Winter Haven, Florida, Ingram Financial Group is a Financial Advising & Planning company. The team provides Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
30% Insurance Services & Brokers25% Commercial Financing25% Funding & Investment +2 services10% Business Consulting10% Financial ConsultingBased in Charlotte, North Carolina, Tobin & Company Investment Banking Group is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
Services provided
30% Insurance Services & Brokers70% Financial ConsultingFrates Irwin Risk Management Solutions is a small Financial Consulting company. They provide Financial Consulting and Insurance Services & Brokers and were established in 1924.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
30% Insurance Services & Brokers40% Litigation Support Services30% AccountingGreat Oak Litigation Support, a Litigation Support Services company, is in Toronto, Canada. They specialize in Litigation Support Services and Accounting.
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UndisclosedUndisclosed50 - 249Northbrook, IL
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsFirst Insurance Funding offers financing solutions for insurance premiums, facilitating cost-effective payment options for insured clients. Reviews highlight their alignment with company values, reliable service, and significant contributions to client retention. However, there is room for improvement in their online support system.
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UndisclosedUndisclosed50 - 249Conway, AR
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsThe Mackey Firm offers comprehensive financial management services, including payroll, tax filings, investments, and retirement plans. The overall feedback from reviews highlights the firm's thoroughness, efficiency, and excellent communication, resulting in streamlined processes and accurate, timely deliverables. Clients particularly appreciate the firm's quick response and high-quality service.
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UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningLaunched in 2009, Accelerated Growth is a Commercial Financing company. The midsize team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Glendale, CA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningEstablished in 1969, Vasquez & Company LLP is a midsize Commercial Financing company based in Glendale, California. Their team specializes in Commercial Financing and Accounting.
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UndisclosedUndisclosedFreelancerHelena, MT
Services provided
50% Insurance Services & Brokers50% Business ConsultingSPARTAN CONSULTING is a small Business Consulting and Insurance Services & Brokers company. They focus on Business Consulting and Insurance Services & Brokers and were established in 2007.
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UndisclosedUndisclosed2 - 9Dyer, IN
Services provided
30% Insurance Services & Brokers40% Corporate Training & Coaching30% Business ConsultingLocated in Dyer, Indiana, K&D Medical Services is a Corporate Training & Coaching company. They specialize in Corporate Training & Coaching and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint John, Canada
Services provided
30% Insurance Services & Brokers35% Commercial Financing35% Financial Advising & PlanningBased in Saint John, Canada and Moncton, Canada, impact wealth is a Commercial Financing company. They provide Commercial Financing and Financial Advising & Planning and were established in 2014.
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UndisclosedUndisclosed2 - 9Wilmette, IL
Services provided
30% Insurance Services & Brokers50% Financial Advising & Planning10% Accounting +1 service10% Commercial FinancingLifetime Financial Group, a Financial Advising & Planning company, is in Wilmette, Illinois. The team focuses on Financial Advising & Planning and Insurance Services & Brokers.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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- Market presence and reputation in the industry
List of the Top 15 Insurance Brokerage Services
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UndisclosedUndisclosed1,000 - 9,999
Ability to deliver
25.8/40.017/20 Reviews1.8/10 Clients & Experience7.1/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
UndisclosedUndisclosed250 - 999
Ability to deliver
21.3/40.016/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed50 - 249Alpharetta, GA
Ability to deliver
21.3/40.014.6/20 Reviews1.4/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
22.4/40.016.4/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
UndisclosedUndisclosed10 - 49Caterham, England
Ability to deliver
22.1/40.016.8/20 Reviews0.2/10 Clients & Experience5.2/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
$5,000+Undisclosed2 - 9
Ability to deliver
21.7/40.014.6/20 Reviews1.6/10 Clients & Experience5.6/10 Market PresenceService focus
15% Insurance Services & Brokers85% Other -
$1,000+$150 - $199 / hr2 - 9Pretoria, South Africa
Ability to deliver
20.1/40.014.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed10 - 49Markham, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Orwigsburg, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed10 - 49Abilene, TX
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed250 - 999Souderton, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Portsmouth, England
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed2 - 9Bellevue, WA
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
$50,000+$100 - $149 / hr10 - 49Chesterbrook, PA
Ability to deliver
14.6/40.00/20 Reviews10/10 Clients & Experience4.6/10 Market PresenceService focus
14% Insurance Services & Brokers86% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
10.2/40.00/20 Reviews5.1/10 Clients & Experience5.2/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Ability to deliver
10.1/40.00/20 Reviews2.1/10 Clients & Experience8/10 Market PresenceService focus
35% Insurance Services & Brokers65% Other -
UndisclosedUndisclosed10 - 49Westport, CT
Ability to deliver
8.9/40.00/20 Reviews0/10 Clients & Experience8.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed250 - 999Kolkata, India
Ability to deliver
7/40.00/20 Reviews2.1/10 Clients & Experience4.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr50 - 249Essendon, Australia
Ability to deliver
6.7/40.00/20 Reviews1.4/10 Clients & Experience5.4/10 Market PresenceService focus
100% Insurance Services & Brokers -
$10,000+< $25 / hr10 - 49Shivamogga, India
Ability to deliver
10/40.00/20 Reviews6/10 Clients & Experience4/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed10 - 49Concord, MA
Ability to deliver
7.7/40.00/20 Reviews2.1/10 Clients & Experience5.7/10 Market PresenceService focus
60% Insurance Services & Brokers40% Other -
UndisclosedUndisclosed250 - 999Hialeah, FL
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr10 - 49Auckland, New Zealand
Ability to deliver
7.5/40.00/20 Reviews1/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$5,000+Undisclosed250 - 999Delhi, India
Ability to deliver
7/40.00/20 Reviews2.4/10 Clients & Experience4.6/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
$50,000+Undisclosed50 - 249Mississauga, Canada
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Agra, India
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other
Get personalized agency matches based on your project goals.