We are not your average independent insurance agency.
What sets us apart? We offer our many years of experience, a wealth of product knowledge and unrivaled personalized service to affluent, high net worth and ultra high net worth individuals, families and business owners.
We represent industry-leading insurance companies and products that have proven to be the best in the business. Our team will listen to all your needs and offer an insurance portfolio to protect your assets.
Carlson & Carlson, a family-owned business, was built on providing comprehensive coverage and delivering exemplary service.
Although we do not expect you to share our enthusiasm for insurance in all of its forms, our commitment to educate is at the heart of the way we do business.
We will offer our guidance and advice as we work as a team to evaluate each specific situation. This process is always at a pace that suits you best. Along the way, we encourage your input and questions as they are essential in determining which policies will best serve your needs.
Many of our clients already have insurance coverage when they first come to us; however, they are often surprised to find that these policies do not adequately cover their assets or that they are spending more than necessary for a product or service.
We welcome the opportunity to meet with our clients personally to carefully analyze their existing policies, identify any shortfalls, make suggestions on cost-effective measures to help reduce the overall premium, and find ways to obtain necessary additional coverage.
We look forward to the opportunity to work with you.