COVID-19 UPDATE - Curbside Service Now Available!

Our offices are offering curbside service for our clients! Please use the dropbox outside of the office for your payments. A receipt will be emailed or texted to you. If you need to pick up a document at one of our offices, please call in advance, and we will have it ready. Lastly, if you would like to meet with an advisor face-to-face, please call, and we will schedule a Zoom meeting. Our goal with this policy is to continue to keep both our clients and staff safe. Thank you!
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Condominium Insurance

Why you need condo insurance? To protect what you own. Your condo association’s insurance master policy isn’t enough. It most likely only covers the building you live in, not the inside of your home or your personal property.

    • Protect yourself: In the event of an accident occurs in your condo, guess who might be held responsible? You! Condo insurance protects your personal belongings and liability coverage to protect you.
    • To ensure you have somewhere to live: If your place gets damaged and you are unable to live there, a condo policy can help pay for temporary housing.


Business Solutions
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business solutions

Our firm’ss risk management professionals are ready to help you contend with the challenges of operating a business in a rapidly changing marketplace.

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Personal Solutions
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Personal Solutions

With 30 years of experience, let our team of advisor create a portfolio of personal lines coverage to meet your unique insurance needs.

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financial solutionss

Let our professional financial advisors help you create a path towards financial stability, with a well thought out and personalized plan.

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A certificate of insurance is a document that provides a snapshot of the coverage limits, policy effective date, as well as the insurance carrier that insures your condominium or homeowners association.

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