Enjoy the Convenience of Insurance and Financial Advice

Category: Financial Services

Managing insurance coverage, retirement savings and investments can be challenging endeavors, with many different people responsible for offering you advice. Keeping the details of these important facets of your life straight can be a challenge, especially when you are forced to bounce back and forth between an insurance agent and financial advisor for advice.

At the James F. Sutton Agency, we offer a unique combination of insurance guidance and financial advice. Our knowledge and certification in both industries allows us to offer the comprehensive advice you need to protect your family or business and address key financial issues relating to your future. All this from an agency that works diligently to offer the best possible client service and personal attention.

Financial Advice for Individuals and Families

Our experienced financial advisor offers helpful guidance to families and individuals interested in building wealth for the future. We offer advice on a range of financial products and issues, including:

  • Retirement: Whether you are enrolled in a corporate backed 401(k) plan or are self-employed and interested in planning for retirement, we work to provide the advice you need to understand your options for investing in the future.
  • Investments: We provide advice on a wide range of investment products, including stocks, bonds, CDs, precious metals and mutual funds. 

Whatever your family’s insurance or financial needs may be, we work to provide the advice you need to protect your wealth and build it for the future.

Investment Solutions for Businesses

In addition to comprehensive business insurance and investment advice, we provide business owners with assistance on a wide range of financial issues, including:

  • Group plans and employee benefits: From life and health to dental and retirement plans, we provide the guidance you need to create affordable and attractive employee benefits packages.
  • Business succession planning: Planning for the future of your business includes a determination of who will control the operation after you move on. We offer advice on business succession planning strategies, including buy-sell agreements and buy outs.

Are you overwhelmed by insurance and financial concerns? Contact our agency for the detailed advice you need to conveniently address your specific concerns.

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