At Concentric Financial Group we do not believe that one size fits all.   Our agents are non-captive, meaning that we represent many different companies offering many different types of products.  This way we can pick and choose the best products for our clients from the best companies in the industry.

Remember, your goals become our goals.  We will work together with you and utilize our Financial Needs Navigator to determine those goals and the best strategy to reach those goals.

  • Life Insurance
  • Annuities
  • IRA’s
  • 403B’s
  • Roth IRA’s
  • 457 Plans
  • Disability Insurance
  • Long Term Care
  • Auto Insurance
  • Homeowners Insurance
  • College Funding (529 Plans)
  • Business Solutions
    • Split Dollar
    • Key Person Insurance
    • Buy-Sell Arrangements
    • Business Continuation Strategies
    • Retirement Plan Solutions


Accordia
Allianz
American General
American National
Axa Equitable
Banner Life
Genworth
Jhon Hancock
Liberty Mututal
Lincolon
Metlife
Minnesotalife
Mutual Ohama
Nation Wide
nORTH aMERICAN cOMANY
Financial Group
Protective
Prudent
SBLI
The Comany Keep
Transmerica
United Home Life
Voya
Zurich