Wealth Advisors

FinancialProfs_WealthAdvFar too often, people treat insurance the same way they treat wealth management – as more of a casual observer than an active overseer. Concentric Insurance recognizes just how complex the financial markets can be and how crucial it is to have dedicated, professional wealth advisors to oversee our clients’ investable assets. Our core business is insurance and insurance only. Concentric Insurance does not sell annuities nor do we believe in using life insurance as an investment.

Many of the advisors we partner with trust us to handle all of their client’s insurance needs.  Although we also work with advisors who offer some of our services and only utilize us for products they do not offer or for complex cases. Regardless of our level of partnership, Concentric Insurance is here to improve your business and enhance your client retention.

Contact us to inquire about affiliating with Concentric Insurance.