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Concierge Insurance Agency
Concierge is a trusted Personal Risk Management Advisor, providing sophisticated insurance solutions to individuals, families and small to medium sized 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.
We take pride in providing our clients, and their financial advisors, with clear explanations about what insurance solutions are available and why they may make sense for them.
Other Insurance Agents and Brokers
Long Term Care Insurance
Private Collections Insurance
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.
Work with you in an extremely professional manner
Respect your Privacy
Listen to you
Work with you to identify all of your concerns, exposures and needs
Provide you with the best coverage options available
Always provide value and achieve cost savings where possible
Assess the adequacy of your program every year or as frequently as necessary
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