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Agency Profile:

Established in 1950, by Robert A. Parker, our firm has grown into a full financial services organization. We endeavor to build long-term relationships with our clients. Working as a team, we are able to dedicate ourselves to each client fully. Recognizing the importance of providing personalized insurance and investment services, we employ an in-depth interview process to  formulate a comprehensive insurance and financial program. We place the needs and objectives of our clients first, dedicating ourselves to the principle that our clients should receive the best, unbiased guidance when navigating the path to their objectives.


Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."