A high quality insurance and investment brokerage dedicated to client satisfaction.
We design, implement and administer insurance and investment plans to successful
businesses and individuals. We believe that trust, service and always putting our
clients needs first are key to a successful long-term relationship. Our plans and
services are not always the cheapest, but we always strive to provide the best value.
We use only high quality insurance and investment vendors, and never forget who our
client is - YOU!
We aren't the biggest financial services firm. We don't manage billions in assets
for Fortune 500 companies. Instead, we choose to be a full service, high touch partner
to many small businesses in the 25 - 500 employee area and their successful owners.
That's our niche and we do it well.