Your Referral Partner Team
Steven
Meet Steven - a native New Yorker who has been in the insurance industry for several years. He is passionate about helping people protect and nurture what is most important to them. His ‘most important’ is his two daughters and his wife. He loves spending time with his family and enjoying the outdoors.
Jordan
Meet Jordan - he takes pride in his work and is passionate about creating confident clients whose insurance coverage fits their needs. In his free time, you can find him enjoying the outdoors, playing a number of musical instruments and showcasing his extravagant home cooking.
Our Client Process
Discovery Connect
Needs Recommendation
Needs Recommendation
Everyone has different insurance needs. This is why our process begins with a discovery connect so we can learn more about your hard-won assets. Call us today or get started on our discovery form here.
Needs Recommendation
Needs Recommendation
Needs Recommendation
Many financial experts will tell you unforeseen events and a lack of the right insurance can quickly spell trouble. We analyze your insurance needs and get you covered quickly at the right price.
Protecting Futures
Needs Recommendation
Protecting Futures
Our team has over 100 years combined insurance experience helping clients prepare for the unknown. From homes to short term rentals and auto, we access different insurance products so you can get the right one for you.