Founded 1936 • Angie's List since November 2013
Call (888) 864-8940. We are a no-cost service working with over 200 insurance companies in all 50 states. 10-time Super Service Award winners. Our policyholders get free claims support for life! We work for you, not the insurance companies. Our services are free and you pay the same no matter where you shop!
We specialize in asset and risk management, retirement and general financial planning, and client education. Our areas of expertise: -Accounts: individual, T.O.D., and joint accounts, IRAs, ROTH IRAs, rollovers, education savings, trusts, corporate accounts, fee-based and commission-based accounts -Small Business Plans: 401(k), 403(b), 457(b), SIMPLE and SEP plans, ROTH plans -Investment Areas: money markets, CD’s, stocks, bonds and other fixed income, funds, real estate
-private placements -fund raising for start-ups -home, auto, health insurance