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We work with over a dozen highly-rated insurance companies to find you the best coverage, saving you time and money.

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Chris Bautista

Managing Partner

A Little About Me

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to: college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

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Hear From My Clients

I hold Insurance Agency in the highest regard as far as customer service goes. You folks are top notch. Whether by phone or email, I get the information and answers I need in a prompt and courteous manner. Thanks again!”

Liz O.

I hold Insurance Agency in the highest regard as far as customer service goes. You folks are top notch. Whether by phone or email, I get the information and answers I need in a prompt and courteous manner. Thanks again!”

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I hold Insurance Agency in the highest regard as far as customer service goes. You folks are top notch. Whether by phone or email, I get the information and answers I need in a prompt and courteous manner. Thanks again!”

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