Welcome to Investment Insurance Coordinators

Investment Insurance Coordinators is a financial services firm committed to providing personal and individualized service to each of our clients since 1978. By going beyond the obvious we strive to be more than just a financial services professional. We become your financial partner. Investment Insurance Coordinators is known for providing first class service with a small town feel.

Together with the client, we create an investment strategy tailored to your specific financial needs and goals. Our main objectives are to help you generate wealth and prepare for the unexpected.

To accomplish this we offer:

 
  • Comprehensive Financial Services and Retirement Planning  
  • Management of Investment Portfolios*
  • Retirement Products (Qualified Plans: IRA, 401(k), SEP, etc.)
  • Estate Planning
  • Wealth Conservation
  • Asset Protection
  • Cash Flow Management/Budgeting
  • Education planning for family members
  • Risk Management
  • Life Insurance
  • Long Term Care Insurance

We enjoy what we do and it shows.  Our professional staff is genuinely interested in offering you all resources available to us to help you accomplish your goals by the projected target date.

 Current clients have described our program as “user friendly” and our follow up procedures as “proactive and insightful”. While we monitor the progress of each client towards the goals that were set, we never lose sight of the person and family behind this quest.

Our typical clients include high net worth individuals such as corporate business executives, medical professionals, self employed professionals, as well as small/mid-size businesses and their owners.

We are honored and humbled that so many have placed their trust and confidence in our process and our competent staff.
 

My Wealth Management Coordinator

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck