Our Services
The financial process at Financial & Insurance Services begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals.
With changing economic conditions and market swings, our financial professionals advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.
Some of the Financial Advisory services our professionals offer:
- Investment advisory services
- Financial planning
- Charitable giving strategies
- Cash flow analysis
- Estate conservation
- Education funding strategies
- Retirement savings and income strategies
- Self-Directed Brokerage Account
- Risk management planning which includes life, disability, long term care insurance
Some of the Property and Casualty insurance services our professionals offer:
- Personal lines such as auto, home, renter, condo, boat, motorcycle, and umbrella
- Commmerical or business lines for general liability, professional liability, commercial vehicle liability, workers compensation, and umbrella