We focus on industries we know.
The financial planning and investment management industries are wrought with risk. Protect your business with professional liability insurance and more, compiled by expert agents who know your business. With the right coverage, you can stop worrying about the “what if”s and focus on helping your clients.
Insurance for Financial Advisors & Investment Planners
It only takes one lousy investment or poor piece of advice to impact your client’s financial goals. Our agents at Guardify know the financial planning and investment industries – and their risks. Protect your financial services business against lawsuits and other risks like fraud, errors, and damage with coverage designed just for you.
INSURANCE FOR FINANCIAL PROFESSIONALS
Which Insurance Coverage Do You Need?
Your agent will compare quotes from many providers to build the coverage that makes sense for your business. Stay covered against the most common risks financial institutions and investment advisers face, keeping your business running and succeeding.
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Why Choose Us
More Financial Advisors Are Choosing Guardify
What does Guardify provide?
We provide comprehensive business insurance solutions to industries we know. Our agents use a holistic approach to insurance coverage, building your coverage based on your company’s unique needs.
What sets Guardify apart?
At Guardify, we focus on you: the business owner. We shop the entire market of insurance products to build customized coverage for your business. Take the focus off your insurance and back on your success.
Which industries do you work with?
Our Guardify agents have in-depth, continuing knowledge in construction, healthcare, cargo & logistics, financial, hospitality, technology, manufacturing, and more.
What other services do you provide?
Our agents can also help build benefits packages for your employees, as well as protection for personal assets and liabilities for owners, directors, and officers.
Why is your customer service the best?
Our agents are continuously trained on the most up-to-date information regarding your industry. We work with industries we know, so you can rest assured that your agent’s recommendations are trustworthy.
What can I expect when I call Guardify?
No more wondering who you’ll get on the phone when you call to ask questions or submit a claim. When you meet your agent, they’re your agent for the long haul. We love building great relationships with our clients. Call us today to be matched with your agent!
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