We are an independent employee benefit advisory firm. By representing over 50 carriers we are able to offer our clients expert advise along with the appropriate benefits program to fit their needs.
Jeremiah Doran has been in the investment and insurance business for 25 years. Since moving to San Diego in 1990, he has assisted individuals and business with their insurance and investment needs. After 12 years with a major industry firm, he began his independent agency with the focus on maintaining a high level of service to his clients and most importantly, to be able to offer the best products available throughout the market. He is contracted with over 50 companies which offer a wide variety of options for the specific need of each client. He is a graduate of Bryant University in Rhode Island with a degree in accounting. Jeremiah holds the designations of CLU and ChFC which are professional industry certifications for Insurance and Financial Service Specialists. His securities licenses include Series 6, Series 63, Series 65 and Series 7. In addition to the many professional organization such as NAIFA and MDRT, Jeremiah is very active in non-profit and community service memberships including Rotary and Toastmasters.
Experience insight and assessing risk. Whether evaluating the quantitative risk of an investment portfolio or leveraging the risk with insurance contacts
Providing advise and service in regards to employer sponsored retirment and group medical plans. Other benefits that we provide service for includes: life and disability insurance and long term coverage.
We serve clients in all industries. Our typical client profile is qualifed commonly by the number of employees and geographical location. would be our qualifiers. Companies from 2-100 employees who are located in San Diego,Orange and Riverside County would fit our profile.
