Established in 2007, our firm was born out of a desire to distinguish ourselves from larger companies by championing advocacy, collaboration, and expertise while crafting an exceptional client experience. We are the ideal choice for those in the know. As an independent insurance brokerage firm, we specialize in comprehensive services, including product expertise, comparative analysis, and the integration of advanced planning techniques in business, executive
compensation, estate, and philanthropy. Additionally, we address liquidity funding needs for institutional and independent advisors, fiduciary advisors, and specialty insurance firms dedicated to serving their clients' best interests.

Our firm stands out in several ways. First and foremost, our exceptional team members bring both product knowledge and planning expertise to our unique company culture. Furthermore, our extensive experience allows us to adeptly navigate the intricate world of insurance placement for fiduciaries, including registered investment advisors. We also demonstrate our commitment to excellence by investing in cutting-edge technologies, empowering our clients to leverage our services and expand their knowledge base for the ultimate benefit of their own clients.

CBS Brokerage

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