|
Certus NW

B2B & Consumer : Insurance
B2B & Consumer : Financial Services
Business Description
Certus NW & Certus Financial Services is a full service, independent firm based in Portlandand serves clients throughout Oregon, Washington, Idaho and Utah, providing business and personal insurance, as well as financial services. Because Certus Financial Services is an independent firm, we are able to offer only "best of breed" insurance products and financial services. Our approach is to tailor these products and services to the specific needs of each client to help them protect and grow their wealth, as well as being proactive to help them make course corrections and adjustments as the needs of their lives and businesses dictate.
Services
Business Services
Insurance
- Commercial Property & Casualty
- Employee Benefits Liability
- Employment Practices Liability Insurance (EPLI)
- Commercial Earthquake & Flood Insurance
- Commercial Auto
- Excess Liability (Commercial Umbrella)
- Workers Compensation Insurance
- Surety Bonds
Financial
- Defined Contribution Plans (401k, 403b, 457)
- Employee Benefit Plans
- SOLO 401k Plans
- SEP / Simple Pension Plans
- Individual Retirement Accounts (IRAs / Roth)
- Investment Accounts
- Life Insurance (Buy/Sell, Key Person, Executive Bonus Plan)
|
|
Personal Services
Insurance
- Auto Insurance
- Homeowners Insurance
- RV, Boat & Motorcycle Insurance
- Rental Property Insurance
- Excess Liability (Personal Umbrella)
- Life Insurance
- Annuities
- Long Term Care Insurance
- Disability Income Insurance
Financial
- 401k Rollovers
- Individual Retirement Accounts (IRAs / Roth)
- Coverdell & 529 College Savings Plans
- Investment Accounts
- Life Insurance
- Annuities
- Long Term Care Insurance
- Disability Income Insurance
|
|