Why Volunteer Financial Services
Education and Industry Designations
Private Client Services (PCS)
Preferred Client Services (PCS) division focuses on protecting assets for high net worth clients, through our superior expertise as high net worth insurance brokers, our unparalleled risk management experience and our personalized protection for each client
High Net Worth Accounts
There are over 2M homes in the U.S. w/ values exceeding $1M, that figure has doubled since 2012. However, experts estimate that as many as 40% of these homes are under insured due to inexperienced agents or incorrect placements.
We have direct partnerships with the highest rated carriers in this market space and direct access to Underwriters for immediate turn around on these quotes.