Services
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Asset Management

 

Working together as a team, is Roland P. Wauthier & Co., Inc., and ProEast Asset Management, LLC. Click here to meet the team.

 

Financial Report
 

Life & Health

 

In the Life Insurance marketplace, we represent you to some of the largest insurance companies such as Prudential Life, John Hancock, Protective Life, among others. The extensive list of products can range from group or individual term life insurance, to universal life to variable life and annuities.

 

Notwithstanding our life business, we also work with the leaders in the Income Replacement and Long Term Care markets such as UNUM, Standard, Principal, MetLife and The Guardian.

 

Our Health portfolio is equally robust as we provide Group and Individual Medical and Dental plans through Anthem, ConnectiCare, CIGNA, Aetna and Oxford/United HealthCare to name a few.

 

We also will keep you up-to-date with the Health Care Reform Law as it progresses through its phased implementation throughout the years and its effect on you and your employees. Call us - we can help!

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Medicare Solutions

 

You may have received correspondence in the mail, or seen the commercials on television. ConnectiCare, AARP, United HealthCare and Anthem are some of the companies through which we are authorized to offer Medicare Advantage Plans. Some of these companies may also offer offer Medicare Supplement plans.

 

We would be more than happy for you to request an appointment with us so that we can discuss your healthcare options through a Medicare Advantage plan or alternatively a Medicare Supplement Plan, that would best suit your needs. Call us - we can help!

 

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Personal Auto & Home

 

Through our strategic partner, LoStocco Insurance Services, we can offer you the ability to  access coverage through carriers such as The Chubb, CNA, The Hartford, The Travelers, Peerless, Philadelphia among others, in markets that include Automobile, Builders Risk, Crime and Fiduciary, Directors and Officers, Errors and Omissions, Employment Practices, Financial Institution Liability, Flood, General Liability, Property and Workers Compensation.

 

Call us - we can help you to get a quote on how you can get the best competitive coverage with the best service available.