Liability Coverage for Financial Planners

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

Business insurance coverage for your assets is crucial if you want to protect your investments from the following:

  • Liability lawsuits
  • Financial advice that results in loss
  • Errors in calculations
  • Accusations of negligence
  • Damaged customer property
  • Libel
  • Data breach lawsuits
  • Fraud monitoring
  • …and more

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.


Which Insurance Coverage Do You Need?

Our insurance agents are knowledgeable in the coverage solutions your financial planning business may need:

  • General liability insurance
  • Professional liability insurance
  • Asset management insurance
  • Errors and Omissions insurance (E&O insurance)
  • Cyber liability insurance
  • Workers compensation insurance
  • Fidelity bonds
  • …and more

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

We focus on you, the business owner. Guardify approaches risk from a holistic point of view. We identify insurance solutions not only for your business but also for your employee benefits and beyond. Together, we can achieve your goals as a business owner.

We focus on industries we know.

We put customer service first.

We promise to provide upfront pricing

We promise to provide upfront pricing

We promise to provide
upfront pricing

We promise to provide
upfront pricing

Guardify Insurance Group

Frequently Asked Questions

  • 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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