Gregory Gandy, CPA & partner
Our business includes a private client services division that manages the affairs of high net-worth individuals.
“We have engaged CB Insurance to provide high net-worth insurance coverage and risk management services for these important clients and have found their review process, responsiveness, and pro-activity to be quite effective.
Our clients have unique insurance requirements that are beyond the reach of most insurance providers. CB Insurance coordinates the resources of insurance carriers, outside appraisers, and fire mitigation experts to provide more than just an insurance policy. We are confident that our clients are protected and that CB Insurance is working diligently to mitigate their potential for future losses.
I would recommend CB Insurance to any advisor of high net-worth individuals looking to support their clients in the insurance and risk management areas.”