About the agency Orion Financial Services LLC
A message from the owner.
When I decided to start the agency, my desire was to help the community. I had the privilege of working with honest, straightforward captive, and independent agents that delivered value at every interaction. My desire to offer the same level of customer support, choice, and service I have provided my clients over the years in my other business endeavors helped me develop my approach.
In the insurance industry, policyholders are familiar with it as a “Sales” industry where the customer interaction is primarily with the sales agents. Customer experiences will always differ based on how the agent/producer views the client and the relationship between the client and the agent/producer.
I have seen many agents driven by the “close the sale”, the make the volume numbers mentality, the do whatever to close the sale and those approaches in my view are an aberration.
It is my view that the mentality of simply closing the sale is not one of putting the client first.
In my vision for Orion Financial Services LLC, I take and expect my staff to follow a holistic approach.
I am guided by the desire to educate and inform you the customer and by focusing on your needs work to advocate for you and represent you.
This philosophy will help the growth of the agency incrementally and will ensure that we remain successful, flourishing, respected, and most importantly your trusted insurance advisor.
Why do I have a desire to educate and inform?
I believe that an informed customer makes better decisions and avoids costly mistakes.
The more information you have when making life-affecting decisions the more your decision will be well-formed and thought through.
This is especially true when we review complex insurance items in a way that is easy to understand and appreciate.
Why do I have a desire to advocate for our clients?
I believe that finding a solution that is affordable, covers the risks you are willing to transfer, and reduces your liability is as beneficial to you as a customer as it is to Orion Financial Services LLC.
Why do I have a desire to help? Our agency will place your risks with carriers and risk aggregation groups that for a fee take on your liability it is the basics of insurance. If an accident occurs or any other insurable event, your liability should not cause you to worry about your earnings, your assets, and your ability to be healthy or recover.
My team and I will work with you to identify the risks you have and provide ways to mitigate them. We work with families, small and medium-sized business owners, students, and those in retirement to maximize their protection and minimize costs where possible.
We take the time to truly listen and make the best recommendations for our clients based on their personal or professional needs…not how much money the firm will walk away with. We have your best interests at heart. We will work with you to ensure that you are making the best possible decision for your specific situation.
The saying goes treat people the way you would want to be treated: with care, respect, and passion.
We go the extra mile for every client in need not only because it is simply how I choose to live but because it is the right thing to do.
We set in-person appointments; we utilize office locations in New Haven, Berlin, Norwalk, Stamford, and Hartford, Greenwich, Rye, White Plains, MT. Kisco, Ridge Hill, and New Rochelle to offer our clients convenience when meeting with our agents if they are not comfortable at home or at a job site.