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Financial Services in Scotts Valley, California
Cori Financial & Insurance Services
000-000-0000
5435 Scotts Valley Dr #E Scotts Valley CA 95066
Business Description
At Cori Financial & Insurance Services we specialize in group and individual medical, dental, vision, life, disability income, and long term care insurance.
Mission Statement
To provide Scotts Valley quality Insurance Agency assistance as a Insurance Agency, Financial Services, Health Insurance and Life Insurance.
Cori Financial & Insurance Services meeting your Insurance Agency needs since .
For the past 15 years, Cori Financial & Insurance Services has been helping individual and business clients with their life and health insurance needs. As independent brokers, we work for YOU, not the insurance companies and we pride ourselves in a very high level of personalized service.
1) Health Insurance Broker/agent
As an independent broker, we help individuals and businesses to find the best medical, dental, and vision coverage available. All competent brokers have access to the same carriers, but we listen to you carefully so that our recommendations will work best.
2) Long Term Care Broker
We continually evaluate the best carriers for Long Term Care. Perhaps more than any other type of insurance, the claims/benefit experience is what separates once company from the next. We work closely on your behalf to resolve claims issues, quickly.
3) Disability Income Broker
Your income earning potential, over a lifetime, is your most important financial asset. We work hard to develop income protection strategies that will protect that asset while making sure you don't "over-insure."
4) Life Insurance
As independent brokers with over 100 life insurance companies available, we specialize in helping you determine the correct level of coverage and then going into the market to have the carriers compete for your business. We write a personalized letter to the underwriter for every client application.
5) Annuity Sales
Annuities have a specific place in your financial portfolio. They can, however, be incorrectly structured or inappropriately recommended. We only make annuity recommendations in those limited circumstances where they make sense.
Serving Area:
Scotts Valley
County
Santa Cruz
Serving Zip Code:
95066
Latitude
37.060027
Longitude
-122.0097588
Year Established
Payments Accepted
Specialties:
Insurance Agency
Financial Services
Health Insurance
Life Insurance
Annuity
Disability Income Insurance
Group Benefits
Long Term Care
Dental Insurance
Vision Insurance
Covered California, Certified Insurance Agent
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Citations
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Updated as of 9/9/2024
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Contact Information
Direct Email Contact
Mailing Address
5435 Scotts Valley Dr #E
Scotts Valley, CA 95066
Telephone/Fax
000-000-0000
Website
Other Website
Email Contact
You can also email Cori Financial & Insurance Services direct by filling out the form on the right.
Our Hours
Sunday: | CLOSED |
Monday: | 9:00AM to 4:30PM |
Tuesday: | 9:00AM to 4:30PM |
Wednesday: | 9:00AM to 4:30PM |
Thursday: | 9:00AM to 4:30PM |
Friday: | 9:00AM to 12:00PM |
Saturday: | CLOSED |
Cori Financial & Insurance Services in Scotts Valley, CA has a higher trust score for Financial Services than: