Get Financial Services that Suits your Needs

  • Life insurance, both individual, and group
  • Long Term Care insurance 
  • Group Health insurance 
  • Group Dental insurance, 
  • Individual Disability insurance, and Business Overhead Expense insurance 
  • Group, both Short, and Long Term Disability insurance 
  • Vision plans 
  • All forms of work site employee benefits

Other Financial Services include:

  • 401k plans start up and or takeover plans
  • Annuities (both, fixed, and indexed, qualified, and non-qualified)
  • Ira's, SEP's, Pension planning, and all rollovers
  • Financial planning services now available (CFP - Certified Financial Planner now on staff) 
  • All payroll services