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(844) 455-1434Map & Directions123 Riverside Dr Suite 106Dayton, OH 45405Write a Review

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What Is Your Legacy

General Info
Although insurance is readily available on the internet, the cost is the same as purchasing through my office. Buying insurance through an internet transaction offers you no savings but leaves you talking to an unknown entity at a call center if help is needed. When you have important question or require assistance with the settling of claims, why forfeit the added value of the personal service I can provide. I have over 40 years of experience effectively listening to the needs expressed by my clients in order to customize a plan that best serves their situation. I am an independent broker and therefore not locked into any certain company and able to shop for the best products/rates from the industry's top-rated companies.Call me for a free, no-obligation appointment to review your current insurance circumstance. If I cannot improve your current coverage, I will advise you to keep what you have.Thank you in advance for the opportunity to serve you in the best interest of your future.
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Services/Products
Estate Planning, Insurance Planning, Estate Management, Independent Insurance Agents, Business Planning, Retirement Planning, Insurance Agent, Inheritance Planning, Family Financial Planning, Equity Investments, Asset Management, SEP Individual Retirement Accounts, Annuities, Money Market Accounts, Investments, Auto Insurance, Mutual Funds, Disability Insurance, Business Insurance, Load Funds, Supplemental Insurance, Casualty Insurance, Life Insurance.
Brands
Aetna, Blue Cross-Blue Shield, Cigna, Medicare, Mutual Of Omaha
Payment method
cash, check, mastercard, visa
Neighborhood
McPherson
Categories

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Details

Phone: (844) 455-1434

Address: 123 Riverside Dr Suite 106, Dayton, OH 45405