A few years ago, we introduced Whitley Insurance & Financial Services as a new division to focus on wealth management, life insurance, disability & critical illness coverage, group benefit plans and banking services.
As your independent insurance broker and financial services representative, the staff at Whitley will help you define your needs and pursue your personal financial goals.
The next time you need a guiding hand with your investments, meet with one of our expert financial services representatives for a free consultation. As a client, you can benefit from our computerized quotation systems, online portfolio management and customized financial reporting. We will:
Prepare a complete analysis of your insurance and investment needs
Design a responsible protection program for you
Select the company or companies best suited to your needs
Present you with a competitively-priced proposal
Move quickly to get fair, prompt settlement of your claims
Review your insurance and wealth creation programs periodically to make sure they still fit your changing needs.
