Categories: Financial Services, Insurance Services
88 Post Road West
Westport, CT 06880 USA
203-349-4758 (Main)
rholtz@allianceg.com (Main)
Business Category: Financial Services
Insurance Services of Monroe, LLC
Insuring our local community for over 20 years.
Our dedicated staff of insurance professionals are here to assist you in securing a life insurance policy to protect you and your loved ones for years to come. With a vast knowledge of our many carriers, we are equipped to shop for the best policy to suit your needs. Our job is to help you navigate through the sea of policy options and clarify any questions or concerns you may have along the way.
We’ve successfully served hundreds of customers and are determined to treat each individual with respect and compassion. Shopping for insurance can be difficult, but our staff does the work for you. Maintain your peace of mind knowing that our insurance professionals have your back.
Categories: Business Planning, Financial Services, Insurance Services
Contact:
Beverly Lewis
Office Manager
beverly.lewis@insmonroe.com (Work)
Previn Patel
Owner
previn.patel@insmonroe.com (Work)
Mary Jo Romano, RFC®, CRPC® Financial Planner
We are a full-service financial firm committed to helping individuals and business owners pursue their financial goals. You will be better able to identify your goals and make sound decisions if appropriate planning and education is available to you.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies through our broker dealer, so if we don’t have a product or service, we know a group that does.
We do not offer any proprietary products and are able to seek the best solution to fit your needs.
Categories: Financial Services
Contact:
Mary Jo Romano
Owner