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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Special Events Liability

Special Event Liability Insurance is needed if you are having a public event, whether a festival or wedding and reception. The policy is designed to protect against lawsuits, claims made related to bodily injury of others, and property damage to the rented premise. Host liquor liability is included if there is no transfer of money for alcohol. This policy also gives protection to the venue and or sponsors of the event by adding them to the policy as an additional insured.

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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REQUEST A CERTIFICATE OF INSURANCE

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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