Human Resources Benefits

Think of us as an extension of your HR department. We can take care of all of your new hires, terminations, claim questions, billing questions, benefit questions and much more. Our goal is to free up your time to be productive in your business and let us take care of all of your benefits needs.

Any employee issues are encouraged to go through us directly, not HR and not the carrier. We are your advocate and will spend the time necessary to take acre of any outstanding issues that you or your employees may have. Your dedicated account manager is in our office from 8:oo a.m. to 5:00 p.m. Monday – Friday. We are available via phone or email and will get back to you within 1 business day.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, IL, IN, MN, MS, NC, NY, OH, SC, TX, & WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.