Welcome to Cori Financial & Insurance Services
We are an independent firm dedicated to helping businesses and individuals protect assets and improve financial success. We represent only the best companies, but we really work for you. Our areas of specialty include:
Services Provided:
For individuals and families: Medical, dental, and vision insurance; Medicare supplement plans, life insurance, disability insurance, long term care insurance and tax-deferred annuities.
For businesses: Group medical, dental, and vision insurance; group life and disability insurance; key man life, and buy-sell funding programs.
…for businesses
…for individuals & families
With almost 100 percent of our business coming from referrals, we do our best work with clients who value professionalism and a high level of personalized service. Here is an example of what our clients think of us:
We work hard to earn such praise, and our approach is straightforward:
- Your needs and objectives come first, so we ask questions and listen carefully;
- We make recommendations based on what is best for you;
- We make implementation simple, and provide the highest level of follow up and support.
If you would like to work with a financial and professional who will always put you first, maybe we should get to know each other. Please call us at 831-438-2404 or email us at: info@corifinancial.com. We encourage you to explore our site and learn more about our products and services.