Product/Service
"Our purpose is to be the trusted advisor for our clients insurance and financial service needs. We achieve this by educating clients on the products being purchased through a knowledgeable and well trained staff."
Our Services Include:Personal Insurance
- Homeowners Insurance
- Auto Insurance
- Scheduled Personal Property (Jewelry, Art other Valuables)
- Personal Umbrella (Extended Liability)
- Boat, Motorcycle, RV, ATV
- Flood Insurance
- Tenant, Condo, Rental Properties
- Identity Theft
Life and Financial
- Life Insurance (Both Permanent and Term)
- Education Saving Accounts IRA’s
- SEP, Simple, Keogh
- 529 (Education Saving Accounts)
- 401k, 403b
- Mutual Funds
- Annuities
Commercial
- Business Owners Insurance
- Bonds
- Workers Comp
- General Liability
Message to Moxie
Moms
We have specialists in all lines of insurance and financial services. As a member of Moxie Moms we will sit down with you for a free 1 hour consultation regarding any of the above mentioned services and complete an evaluation. The service is free of charge whether or not you do business with our Agency. There are some major differences in insurance policies and not having the right policy for your needs can have devastating effects.
Disclosures:
Securities and Investment Advisory services offered through Nathan Dagley as a Registered Representative and Investment Adviser Representative of 1717 Capital Management Company, P.O. Box 15626,Wilmington, DE 19850, 302-453-3800. A Registered Investment Advisor. Member FINRA, SIPC. A Nationwide Financial company. Representative of Nationwide Life Insurance companies.Products underwritten by Nationwide Mutual Insurance Company and Affiliated Companies. Life insurance issued by Nationwide Life Insurance Company Home Office: Columbus, OH 43215-2220.
