Business Details
We have been providing insurance expertise to our clients for many years. Our company was established in 1972 by Jim B. Ferrer, III, and has since grown into a full-service insurance agency. We serve the insurance needs of more than 3,000 individuals, families, and businesses throughout California. Our office utilizes a state-of-the-art computer system for record keeping and a special rating computer for quick rate comparisons. We represent a carefully selected group of financially sound insurance companies, offering solid coverage at competitive prices. With our level of personal service and strong relationships with our clients, we provide great value to our clients. We have a team of experienced professionals, including our President Jim Ferrer, JD, CLU, CIC, ChFC, and Executive Vice President Cynthia G. Ferrer, CPCU, CLU, MBA, LUTCF.
We are committed to protecting the assets of our clients and addressing their complex insurance needs. We work as a team to provide innovative and customized insurance programs. We pledge honesty and adhere to high ethical standards in conducting business and contribute to uplifting the communities where we work and live. Our vision is to provide peace of mind for our clients through our partnership in the management of their risks. We have a mission to protect the assets of our clients and develop innovative insurance programs. We strive to work in a safe environment that fosters innovation, self-development, and personal growth. We are committed to representing premier insurance companies that are financially stable and committed to providing high-quality products and services at competitive prices.
We are committed to protecting the assets of our clients and addressing their complex insurance needs. We work as a team to provide innovative and customized insurance programs. We pledge honesty and adhere to high ethical standards in conducting business and contribute to uplifting the communities where we work and live. Our vision is to provide peace of mind for our clients through our partnership in the management of their risks. We have a mission to protect the assets of our clients and develop innovative insurance programs. We strive to work in a safe environment that fosters innovation, self-development, and personal growth. We are committed to representing premier insurance companies that are financially stable and committed to providing high-quality products and services at competitive prices.
Highlights and features
- We offer solid coverage at competitive prices
- We provide a high level of personal service
- We have a team of experienced professionals
- We represent financially sound insurance companies
- We are committed to protecting our clients' assets
Services
Residential Care Home Business Insurance
We provide property and liability insurance for residential care home facilities. Our insurance programs offer protection for our clients' businesses. We also provide workers' compensation and business auto insurance for these facilities.
Personal Insurance
We offer homeowners, automobile, and personal umbrella insurance. Our personal insurance programs provide protection for our clients' personal assets. We also offer condo/co-op and tenants policy insurance.
Commercial Insurance
We provide commercial insurance for businesses, including property and liability insurance. Our commercial insurance programs offer protection for our clients' businesses. We also provide workers' compensation and business auto insurance.
Life Insurance
We offer life insurance and annuities to provide financial protection for our clients' families. Our life insurance programs offer a range of options to meet our clients' needs. We also provide estate planning and IRA/Keogh insurance.
Financial Services
We provide financial services, including disability insurance and 401K plan/SEP insurance. Our financial services programs offer protection for our clients' financial well-being. We also provide mortgage life and business buy/sell agreement insurance.