# Top Insurance Brokers Highly reviewed Insurance Services & Brokers companies include Office Beacon LLC, Gary & Sons, VantagePoint Benefit Administrators, New City Insurance, Insurance Support World, Capital Recovery Corporation, Genistar Limited, Equinox Arora Realty Inc., Brokerage, The Seltzer Group, Miers Insurance Services, LLC. 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: Sep 17, 2026 ### [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) #### Communicative Clients consistently commend Office Beacon LLC for their exceptional communication skills. One client highlighted the team's 'clear timelines' and 'continuous communication' throughout the project, emphasizing their 'high level of responsiveness' to evolving needs. The proactive and organized nature of the team contributed to a 'stress-free' execution, reinforcing the positive sentiment surrounding their communicative approach. Overall, feedback indicates that Office Beacon LLC excels in maintaining effective communication with clients. #### 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) --- ### [Gary & Sons](https://clutch.co/profile/gary-sons) #### 5 out of 5 star rating (1 reviews) - $25,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - Alexandria, VA #### Services Provided - Allocation of Expertise by Percentage - 20% Ecommerce Marketing - 35% Funding & Investment - 30% Insurance Services & Brokers - 15% Mobile & App Marketing #### Company description 777Since then we’ve gone global and provide a range of digital marketing services, including SEO, online advertising, web analytics, email and mobile app marketing, marketplace promotion, SERM, consulting, and more.We are also partners with technological giants:🏆 Google Premier Partner🏆 Meta Business Partner🏆 Google Marketing Platform Partner With in-house services and products (Serpstat, Ringostat, Netpeak Software) that focus on productivity, compliance and data security, our seamless global delivery, multilingual team, and flexible pricing models (hourly, monthly, project-based, performance-based, ad spend percentage) guarantee your success. [Visit Website](https://tpg.com) --- ### [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 that provides comprehensive services such as payroll management, compliance training, and employee liability advice. According to reviews, 100% of feedback highlights their expertise, with particular emphasis on their leadership and process-oriented team. While highly praised, one suggestion for improvement involves enhancing real-time communication options. [Visit Website](https://vantagepointbenefit.com/) #### Understands their clients' needs Clients consistently express that VantagePoint Benefit Administrators comprehensively understands their needs, particularly in HR and compliance management. One client noted their holistic knowledge and ability to provide tailored advice, emphasizing the quality of training and leadership. The organized, process-oriented approach of the team further reinforces their understanding of client requirements. Overall, sentiment is overwhelmingly positive, with clients recommending their services for their expertise and effective communication. #### 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) --- ### [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/) #### Communicative Clients have consistently praised Insurance Support World for their excellent communication skills and project management. One CEO highlighted their ability to maintain open lines of communication and deliver items on time, while another noted that the company exceeded expectations in quality and responsiveness. Overall, the sentiment regarding their communicative approach is highly positive, reflecting a commitment to understanding client needs and fostering collaborative relationships. - CRM Implementation & Strategy for Business Planning Firm (5.0/5, Jul 6, 2023): Insurance Support World exhibited excellent project management throughout the engagement. They consistently delivered items on time and maintained open lines of communication. The primary form of communication with Insurance Support World was through email or messaging app. [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 expertise across automotive, business services, and financial services sectors. In the automotive industry, they have improved operational efficiency and productivity, achieving a 42% boost in team performance. Their work in business services led to a 25% increase in customer satisfaction and a 15% decrease in churn rates. In financial services, they enhanced back-office efficiency, allowing firms to better allocate resources. Overall, clients praise their professionalism, timely delivery, and strong communication across all industries. [Read All Reviews](https://clutch.co/profile/insurance-support-world?verified=true#reviews) ##### Automotive Experience Clients in the Automotive industry have praised Insurance Support World for their expertise in streamlining business processes, particularly in insurance operations. Notable feedback highlights their ability to enhance productivity by up to 42% through advanced technology integration. Their professionalism, timely project management, and strong client communication were consistently noted as strengths, making them a valuable partner for automotive companies seeking to improve efficiency and reduce operational burdens. - 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) ##### Financial services Experience Insurance Support World has demonstrated strong expertise in providing back office services tailored for the Financial services industry. Clients appreciate their efficiency in processing claims, which significantly reduces administrative burdens, allowing internal teams to focus on core activities. The positive sentiment is further underscored by the provider's responsiveness and effective communication. Their established reputation in back office support makes them a reliable partner for businesses seeking to enhance operational efficiency. - 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 has received positive feedback for its expertise in enhancing efficiency and streamlining processes within the Business services industry. Clients, such as Vaimo, highlight their strong project management skills, timely delivery, and customized solutions that align with industry intricacies. The measurable outcomes, including improved customer satisfaction and retention, reflect their impactful contributions. Overall, the sentiment indicates that Insurance Support World is a reliable partner for businesses seeking to optimize operations and improve CRM practices. - 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) #### 4.6 out of 5.0 rating for cost What Clients Have Said Clients consistently highlight the excellent value for cost provided by Insurance Support World, with one CEO noting their services as a 'good value for cost' and another mentioning a significant reduction in churn rate due to their efficiency enhancements. Overall sentiment reflects a strong appreciation for the company's pricing structure, with clients recognizing substantial savings and improved operational efficiency. No significant areas for improvement were noted regarding their pricing or value delivery. [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 known for its efficient and responsive services. The reviews highlight their excellent project management and local presence, which fosters strong client relationships. Overall, 100% of the feedback is positive, emphasizing their knowledge, quick communication, and effective client portal, although a minor suggestion for further website improvement was noted. [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 The provider has demonstrated expertise in the financial services industry, particularly in collections management. Clients appreciate their responsiveness and knowledge, which enhances project management efficiency. The ongoing partnerships highlight their impact on improving collection rates, establishing a solid reputation. Overall sentiment in this sector is positive, suggesting strong suitability for businesses seeking effective recovery solutions. [Read All Reviews](https://clutch.co/profile/capital-recovery-corporation?verified=true#reviews) ##### Financial services Experience Capital Recovery Corporation demonstrates strong expertise in the Financial services industry, particularly in collections management. Clients appreciate their responsiveness and effective communication, highlighting their structured approach to account recovery. The firm's local presence enhances client relationships, while their knowledgeable team ensures impressive project management. Overall, the positive feedback underscores their reliability and impact in improving collections rates, making them a suitable partner for businesses seeking effective 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) --- ### [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/) #### Great project management Clients consistently praised Genistar Limited for their exceptional project management capabilities. One CEO highlighted their clear outline of timelines and deliverables, noting that all tasks were completed on schedule. The firm's proactive communication and responsiveness to client needs were particularly commended, with feedback indicating a smooth and stress-free process. Overall, clients felt supported and confident throughout their projects, reinforcing Genistar's reputation as a reliable partner in delivering tailored financial solutions. - 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 proactive in keeping us updated on progress and next steps, which made the entire process smooth and stress-free. [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) --- ### [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 specializes in commercial real estate, particularly in acquiring office spaces. The feedback highlights their expertise in market analysis and negotiation, helping a client secure a property below the budget amidst competitive offers. With 100% positive feedback, clients appreciate their comprehensive industry knowledge and effective communication. [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 an insurance broker specializing in comprehensive coverage for commercial real estate, as well as personal automobile and homeowner insurance. The reviews reflect a 100% positive sentiment, emphasizing their responsive communication and reliability. Clients are particularly impressed with their availability and accuracy in providing appraisals and coverage details. [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 reputable insurance agency, specializes in insurance broker services and risk management for IT firms, covering cyber threats and commercial insurance needs. With 100% positive feedback, clients commend their efficient project management and responsive consulting, highlighting their competitive pricing and commitment to quality. [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) --- ### [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 company offering investment advice and insurance portfolio management. Out of the reviews, 100% mention satisfaction with their professionalism and time-consciousness, while 50% suggest improvement in attentiveness to client needs. Their services are generally well-regarded, with consistent positive feedback on project management and personal attention. [Visit Website](https://marcelwasserman.co.za/) #### Professional The feedback regarding Marcel Wasserman's professionalism is predominantly positive. Clients noted the team's friendliness, personal attention, and excellent project management. One client stated they appreciated the professional and time-conscious nature of the service. However, there were suggestions for improvement in attentiveness to client needs, particularly in adapting to changes in financial circumstances. Overall, clients regard Shepherd Consultants as a commendable choice for financial advisory services. #### 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) --- ### [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 financing solutions, particularly for neighborhood improvement zones. Reviews highlight their exceptional project management, with 100% of clients noting their punctuality and responsiveness, even during holidays. Clients are impressed by their deep industry knowledge and commitment, with no negative feedback reported. [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) --- ### [Sertexity](https://clutch.co/profile/sertexity) #### 4.7 out of 5 star rating (8 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 proficient data and crypto trading solutions provider, offering automated platforms and market analysis tools. Reviews indicate high customer satisfaction with 100% of clients praising their responsive customer support and efficient project management. Clients appreciate their user-friendly and cost-effective services, though suggestions for additional customizable features and advanced reporting are noted. [Visit Website](http://sertexity.com) #### Efficient Clients have consistently praised Sertexity for their efficiency and responsiveness. One client highlighted that their project management was 'efficient and concise,' with prompt responses to inquiries within 5-10 minutes, which was crucial for trading decisions. Additionally, the reduced execution latency and uninterrupted platform connectivity further demonstrate their effective service delivery. Overall, the sentiment reflects a strong appreciation for Sertexity's commitment to timely and attentive customer support. - Data Infrastructure & Analytics Setup for Tech Company (4.5/5, Jun 10, 2026): "Their project management was efficient and concise. Although they were quite on schedule during their implementation phase based on our discussion, the thing that really impressed me was how responsive they have been all throughout. In cases where there were technical questions that arose about my trading system, they responded instantly. They were very attentive to their customers' needs." [Read Full Review](https://clutch.co/go-to-review/sertexity/463451) #### 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) --- ### [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 supply chain company specializing in US customs brokerage and international forwarding services. Reviewers highlight Flexport's advanced use of AI and machine learning, leading to 20%-30% cost savings for clients. Their intuitive portal offers high shipment visibility and facilitates collaborative processes, although some users note limited direct human interaction. Overall, Flexport has received predominantly positive feedback for their efficiency and innovative systems. [Visit Website](https://www.flexport.com/) #### Innovative Flexport's innovative approach has garnered positive feedback, particularly their use of AI and machine learning to enhance efficiency. Clients appreciate their optical character recognition (OCR) system, which minimizes manual data entry, leading to significant cost savings of 20%-30%. Additionally, their user-friendly portal offers full visibility of shipments and facilitates a collaborative environment for communication. Overall, the sentiment reflects strong satisfaction with Flexport's innovative solutions, positioning them as a pioneer in the logistics industry. #### 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 year-end account preparation and tax reporting. With a longstanding client relationship since 1996, they are praised for their reliability and cost-effectiveness, maintaining a 100% positive feedback rate. Clients commend their responsiveness and willingness to address queries, emphasizing the firm's excellent value for money. [Visit Website](https://hughesspencer.co.uk/) #### High-quality work Clients consistently commend Hughes Spencer for delivering high-quality work, particularly in financial consulting and annual account preparation. One client noted, 'Hughes Spencer has consistently fulfilled our needs,' highlighting their reliability and expertise. Additionally, the value for money offered by the team is frequently praised, with one client expressing satisfaction with their willingness to address inquiries. Overall, the sentiment reflects strong confidence in Hughes Spencer's capabilities and commitment to excellence. #### 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) --- ### [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 The provider has demonstrated expertise in the retail industry, particularly in accounting and bookkeeping for jewelry businesses. Clients highlight their strong communication, timely project delivery, and budget-friendly pricing as significant strengths. The overall sentiment is highly positive, indicating a reliable fit for retail-focused clients seeking efficient financial management solutions. [Read All Reviews](https://clutch.co/profile/rahat-aggarwal-company?verified=true#reviews) #### 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) --- ### [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 fractional CFO service provider specializing in financial management for startups, offering services such as accounting, budgeting, compliance, and financial planning. Reviews indicate that denali is highly effective, with 100% of feedback highlighting their expertise and communication skills. A notable theme is their ability to streamline financial processes, although some reviewers mention occasional underestimation of workload. [Visit Website](https://denalifc.com/) #### Unique expertise Clients commend denali for their unique expertise in financial management tailored for startups. One CEO highlighted their fractional CFO services that improved the monthly close process by a week and enhanced financial scalability. The recommendation from an investor and denali's commitment to the client's mission further underscores their specialized knowledge. Overall, sentiment reflects strong satisfaction with denali's expertise, although some clients noted occasional underestimations of task complexity. #### 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) --- ### [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/) --- ### [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) --- ### [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/) --- ### [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/) --- ### [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/) --- ### [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/) --- ### [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) --- ### [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/) --- ### [HORAN](https://clutch.co/profile/horan-0) - 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 is a midsize Financial Advising & Planning company headquartered in Fort Mitchell, Kentucky. The team provides Financial Advising & Planning and Insurance Services & Brokers. [Visit Website](https://horan-fortmitchellky.godaddysites.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/) --- ### [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) --- ### [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/) --- ### [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/) --- ### [Insurance Canopy](https://clutch.co/profile/insurance-canopy) - 50 - 249 employees #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Insurance Canopy is an Insurance Services & Brokers company. The agency is in North Chesterfield, Virginia. Their services include Insurance Services & Brokers. [Visit Website](https://www.insurancecanopy.com/) --- ### [Investor lending](https://clutch.co/profile/investor-lending) - $1,000+ minimum project size - 50 - 249 employees - Houston, TX #### Services Provided - Allocation of Expertise by Percentage - 10% Accounting - 20% Commercial Financing - 25% Financial Advising & Planning - 45% Insurance Services & Brokers #### Company description Investor lending is an Insurance Services & Brokers company. Their midsize team is located in Houston, Texas. Their services include Insurance Services & Brokers and Financial Advising & Planning. [Visit Website](https://investorlending.com/) --- ### [Choice Connect](https://clutch.co/profile/choice-connect) - 1,000 - 9,999 employees - Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 50% Corporate Training & Coaching - 50% Insurance Services & Brokers #### Company description Launched in 2018, Choice Connect is a Corporate Training & Coaching and Insurance Services & Brokers company. Their services include Corporate Training & Coaching and Insurance Services & Brokers. [Visit Website](https://choiceconnect.in/) --- ### [DgNote Technologies Pvt. ltd.](https://clutch.co/profile/dgnote-technologies) - $10,000+ minimum project size - $100 - $149 average hourly rate - 50 - 249 employees - Mumbai, India #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description DgNote Technologies Pvt. Ltd., an Insurance Services & Brokers company, was founded in 2014. The agency focuses on Insurance Services & Brokers. [Visit Website](https://www.dgnote.com/) --- ### [Storage Protector](https://clutch.co/profile/storage-protector-0) - $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 Founded in 2010, Storage Protector is an Insurance Services & Brokers company. The agency focuses on Insurance Services & Brokers, and is midsize. [Visit Website](https://www.storageprotectors.com/) --- ### [Fuse Fleet](https://clutch.co/profile/fuse-fleet) - $25,000+ minimum project size - $150 - $199 average hourly rate - 250 - 999 employees - North Sydney, Australia #### Services Provided - Allocation of Expertise by Percentage - 25% AI Development - 25% BI & Big Data Consulting & SI - 50% Insurance Services & Brokers #### Company description Launched in 2000, Fuse Fleet is an Insurance Services & Brokers company. In North Sydney, Australia, the team offers Insurance Services & Brokers and BI & big data consulting & SI. [Visit Website](https://fusefleet.com.au/motor-fleet-insurance/) --- ### [CINCO Auto Insurance](https://clutch.co/profile/cinco-auto-insurance) - 250 - 999 employees - Garland, TX #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Insurance Services & Brokers company CINCO Auto Insurance is located in Garland, Texas. Founded in 1988, the team specializes in Insurance Services & Brokers. [Visit Website](https://cincoautoinsurance.com/) --- ### [Simpler Horizons Insurance Solutions](https://clutch.co/profile/simpler-horizons-insurance-solutions) - $1,000+ minimum project size - < $25 average hourly rate - 10 - 49 employees - Los Angeles, CA #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Insurance Services & Brokers company Simpler Horizons Insurance Solutions was launched in 2012. The company offers Insurance Services & Brokers, and is small. [Visit Website](https://simplerhorizons.com/agent-solutions/) --- ### [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) --- ### [Financial Life Ireland](https://clutch.co/profile/financial-life-ireland) - $1,000+ minimum project size - $25 - $49 average hourly rate - 50 - 249 employees - Dublin, Ireland #### Services Provided - Allocation of Expertise by Percentage - 10% Finance & Accounting Outsourcing (FAO) - 15% Financial Advising & Planning - 10% Financial Consulting - 65% Insurance Services & Brokers #### Company description Founded in 2022, Financial Life Ireland is a midsize Insurance Services & Brokers company. Their team focuses on Insurance Services & Brokers and Financial Advising & Planning. [Visit Website](https://financiallife.ie/) --- ### [Comfort Financial Solutions](https://clutch.co/profile/comfort-financial-solutions) - 10 - 49 employees - Las Vegas, NV #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Comfort Financial Solutions is a Las Vegas, Nevada-based Insurance Services & Brokers company. Founded in 2021, the team focuses on Insurance Services & Brokers. [Visit Website](https://www.gocfs.pro/) --- ### [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/) --- ### [Craig Sengl Agency Inc American Family Insurance](https://clutch.co/profile/craig-sengl-agency-american-family-insurance) - $1,000+ minimum project size - $25 - $49 average hourly rate - 10 - 49 employees #### Services Provided - Allocation of Expertise by Percentage - 100% Insurance Services & Brokers #### Company description Founded in 2022, Craig Sengl Agency Inc American Family Insurance is an Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers. [Visit Website](https://www.amfam.com/agents/missouri/saint-charles/craig-sengl) --- #### 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. 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