Overview

I own a hybrid agency, established for 20yrs. We manage assets under fee based/commission. Primarily fee based. We serve business's and pre and post retirement clients. Our agency owns a 5500 ___ office building, housing our employees. We have specialist in commercial/personal P&C and senior Medicare/health insurance professional. We sell and support, group/individual health, Life, Di, etc and group benefits. We are primarily a Wealth Management Firm, complete with supporting services for our clients businesses and personal planning needs. We excel in wealth management and estate planning. We are looking to grow thru acquisition of like minded agencies.

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