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Tarrell Florent, State Farm Insurance

Founded 2009 • With Angi since September 2012

N/A

Business Highlights

Emergency Services OfferedEmergency Services Offered
Insurance Agencies

Description

I’ve worked with State Farm Insurance for over 21 years. I hold the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations; which are two of the most recognized designations held by professionals throughout the insurance industry. My partnership with State Farm allows me to offer quality auto, home, life, health, insurance and financial services products to my clients to help address their various insurance and financial services needs....

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Award 2020
SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi

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Services Offered

My Agency Specializes in Auto, Home, Life, & Health Insurance, Business Insurance, Workers Compensation Insurance, Professional Liability Insurance, Property Insurance, Employment Practices Liability Insurance (EPLI), Not-For-Profit Directors & Officers (D&O), Directors & Officers (D&O), Insurance for Condominiums and HOA, Professional Liability Insurance for Technology Consultants, Management Consultants, Architects, Engineers, Accountants, Dentist, Real Estate Agents, and Land Surveyors.

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General Information
Free Estimates
Yes
Eco-Friendly Accreditations
No
Payment Options
Check, Visa, MasterCard
Senior Discount
No
Emergency Service
Yes
Warranties
No