About Us

Family owned and managed since 1905, we are a full service insurance brokerage providing custom personal and commercial consultation and placement of policies as well as expert witness testimony for attorneys.

Our client retention is 90% and we have represented many businesses and families for over 3 generations. References and testimonials are available for review.

Why we are different

1. Our agents, staff, and associates are well educated and experienced. They hold advanced degrees which include CPCU, CLU, CPA and J.D. designations.
2. We have a cadre of affiliates who are experts in law, real estate, accounting, estate planning, taxes, banking, mortgages, appraisal, and other necessary ancillary services.
   
3. Our well-trained customer service representatives are licensed and are prepared to assist you. An agent is always available to
   provide assistance when needed.
   
4. Your phone calls will be answered the same day.
5. We are not order takers. We will explain your insurance program and advise on the best course of action.
   
6. Our customized proposals are promptly arranged and delivered.

Key Names
Guy Hatfield, CPCU, CIC, MBA
Personal and business Insurance, Life, Disability, Long Term Care. Consulting/Expert witness

Ross Hatfield
Personal and business insurance, Boats/Yachts/Commercial Marine

Loretta Janus
Personal Insurance department head

Jan McDaniel
Personal Insurance customer service rep
Personal/Commercial claims

Karen Sobel J.D. CPCU
Commercial Insurance department head

Ainsley Friedberg
Finance/Customer Accounts

Affiliates
Call us for referrals to colleagues in other related industries at 203-256-5660.

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