Concierge, is a trusted Personal Risk Management Advisor, providing sophisticated asset protection strategies and solutions to individuals, families and businesses.
We have a unique ability to bring you the most comprehensive solutions available in the industry. Not just insurance policies, but cutting edge Risk Management and Loss Prevention strategies designed to protect your assets, your wealth and your legacy.
As our name indicates, we emphasize an extremely high level of service, professionalism and communication. Most insurance agencies work in isolation and offer whatever products that they have available to them. They rarely get to know enough about their clients to determine whether the products they are selling are appropriate and efficient . At Concierge, we will get to know you, we will educate you and recommend strategies and opportunities that you might not have considered otherwise.
Who We Serve
Individuals
Families
Business Owners
Family Offices
Financial Advisors
CPAs
Attorneys
Other Insurance Agents and Brokers
Core Offerings
Income Protection (Life and Disability)
Tax Diversification
Long Term Care Planning
Estate Planning
Home, Auto, Liability
Complimentary Personal Risk Management Assessment – we will be happy to review your current insurance program(s), give you our honest assessment and make any necessary recommendations.
The Concierge Difference
It comes down to trust and confidence. Our unique approach to the business, along with our high ethical standards, ensures that your protection strategies are based on your needs and desires and coordinated with your overall financial objectives. Our mission is to do what is right for you and your family.
Learn More
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