Recent Newsletter
All Newsletters
4 Questions About RMDs Answered
A Few Common Questions About Trusts
What to Know About Lending to Family
Strategies for Managing Lifestyle Inflation
Estate Planning in 2021 and Beyond
Taking a Closer Look at Cryptocurrency
How can high earners save for retirement?
What to Know About Custodial Accounts
Buying a Second Home: What to Consider
Retirement Milestones for Your 50s
Giving and Receiving Wealth: What to Know
Customer
Success
They gave me lots of quotes from various carriers and helped me find the best rate. They processed my application over the phone and email. I highly recommend them!
- Carla C
I would highly recommend Pat for your insurance needs. He is methodical, and has a well structured approach to search for the most appropriate option that works best for your needs. I was impressed with his professionalism and fund of knowledge relating to his field. I especially respect his honesty, when he was not able to help me in some of my unusual questions. In addition, his assistant, Veronica, makes the overall process easier and more efficient. Her professionalism and kindness was evident since our first phone encounter. I would strongly recommend this company for all of your insurance needs.
- Gerasimos S
Patrick Williams was able to show me much lower rates than I am currently paying. He and his staff are great to work with.
- Steve S