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TOP 30 Employee benefits management in Pleasanton, CA
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Woodruff Sawyer
Woodruff Sawyer is an insurance agency located at 6800 Koll Center Parkway in Pleasanton, California. With offices across the US and global reach on six continents, we offer intellectual challenge, professional growth, and a collaborative environment. We help companies take risks that shape innovation, serving emerging tech companies to global giants for over a century. Our advanced specializations and industry expertise allow us to deliver tailored solutions in insurance, risk management, and employee benefits. Our services include safeguarding directors and officers, aligning risk management with business strategy, quantifying cyber risks, delivering cost-effective benefits programs, and protecting treasured collections and legacies. We specialize in managing transactional risk and providing insight into the M&A and Private Equity market.
Mindshare Group
Mindshare Group is an insurance agency located at 127 Spring Street in Pleasanton, California, United States. We specialize in maximizing value for you, your employees, and your company through employee benefits, HR services, and retirement solutions. Our dedicated team is always on the ball and ready to assist with day-to-day requests, providing knowledgeable support to help manage every aspect of your health benefits programs. As a true partner to HR and management teams, we strive to save you time and energy by handling research, making strategic recommendations, and looking out for the well-being of your employees and bottom line. Our one-stop shop approach for all employee benefits plans and related services results in cost containment and increased value for your organization, leading to stronger hiring and retention of the right people.
Merrill Lynch Financial Advisor Douglas M. Robbins
e Merrill Lynch Financial Advisor Douglas M. Robbins is located at 4900 Hopyard Road in Pleasanton, California. Douglas M. Robbins, CFP®, CPFA™, RAFA, is a First Vice President and Wealth Management Advisor at Merrill Lynch, with a focus on creating personalized wealth management strategies for individuals and businesses to help them achieve their financial goals. With a background in finance and extensive experience in managing diverse organizations, Doug takes a comprehensive approach to wealth management, including portfolio management, employee benefits, insurance, tax minimization, and estate planning strategies. He is dedicated to building strong client relationships based on trust and personalized service. Doug believes in an interactive relationship with his clients, starting with clearly identifying and defining their financial goals and objectives. He holds various FINRA registrations and is a licensed Life Insurance Agent, as well as a CERTIFIED FINANCIAL PLANNER certificant and a Certified Plan Fiduciary Advisor. His advanced training and expertise in financial planning make him well-equipped to help clients achieve their financial goals.
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