FINANCIAL SERVICES

We are proud to represent Invest Financial. Outstanding research, efficient use of technology, and a creative spirit enable us to meet our clients needs.   Whether you are looking for a sophisticated financial plan or just starting out with your first investment account, a member of our team is prepared to help you.  Looking for life insurance, or a 529 plan....you've come to the right place.  Working with us will give a wide array of choices for vendors, plan designs, and individualized financial planning strategies offered through Invest Financial.

EMPLOYEE BENEFITS

The ever changing landscape of employee benefits makes finding a trusted advisor a critical task for any employer.  Making the right choice can be the difference between effective use of your valuable time, or wasting countless hours trying to navigate the confusing assortment of rising rates, changing carriers, and legislative changes.  At Brownstone, we view our relationship with your company as a privilege.  We consider ourselves part of your team, and as such, we remain dedicated to discovering goals and then seeing them into action. 

BUSINESS INSURANCE

You have worked hard to grow you business, it would be shame to see it lost due to lawsuit or some catastrophic occurrence.  For that reason we have assembled dedicated professionals that strive to make sure that you business is protected to the best degree your budget will allow. 

We represent a variety of trusted markets for general liability, property, worker's compensation, and professional liability.  In addition, we have special expertise serving the restaurant/hospitality services industries, along with affordable programs for smaller general or artisan contractors.