We provide comprehensive insurance and financial solutions. This includes family and business property and liability protection, life, health and disability programs, payroll deduction programs, as well as retirement and asset management services. We are also a leading provider of removals to Portugal from the UK.
Simply stated, our mission as an organization is to profitably provide our clients with the best possible service at a competitive price by offering a wide variety of insurance related products and risk management services with a courteous, effective, well-trained staff. Our human resources, the associates, and employees are the cornerstone in fulfilling this mission.
"As you can see, Consolidated Insurance is committed to providing high-quality coverage with the welcomed personal touch. Our organization is proud to be insured with such a fine group of people"Barney Moore
Comprehensive Financial Planning
With all the options available to the individual investor today, enlisting the expert assistance of a Certified Financial Planner makes more sense than ever. A professionally prepared financial plan provides a sound basis for creating an investment strategy that addresses your unique goals while respecting your personal tolerance for risk. Because Consolidated offers simple, fee-only planning and non-proprietary financial products, we’re free to pursue the best option for your particular needs. Our planners seek solutions, not commissions.
Our Certified Financial Planners are well-versed in the broad spectrum of retirement plan options available today. In addition to determining which programs best suit your needs, Consolidated helps with employee education sessions and compliance with government regulations. Best of all, our non-proprietary approach ensures you the greatest selection of financial vehicles while reducing overall fees.
We believe that the only way we can provide our clients with proper service is to have the best people. Consolidated’s licensed agents and support staff combine years of experience with continuing training and education to maintain the highest degree of professionalism. While one agent will be primarily responsible for your account, our entire staff is available at all times to provide continuity of service.