INNOVATIVE / STRATEGIC / INTEGRITY

YEEGIA FINANCIAL GROUP, INC.
YEEGIA FINANCIAL GROUP, INC.
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    • Home
    • OUR SERVICES
      • Accounting
      • Taxation
      • Mortgage
      • Investment Advisory
      • Risk Mgmt / Insurance
      • Property Mgmt & Brokerage
      • Mortgage Notes Investing
      • Mobile Notary
    • Who We Are
    • Contact Us
    • Blog

  • Home
  • OUR SERVICES
    • Accounting
    • Taxation
    • Mortgage
    • Investment Advisory
    • Risk Mgmt / Insurance
    • Property Mgmt & Brokerage
    • Mortgage Notes Investing
    • Mobile Notary
  • Who We Are
  • Contact Us
  • Blog

RISK MANAGEMENT / INSURANCE

Yeegia Financial Group, Inc. has a strategic alliance with California licensed insurance and financial services broker that helps individuals and small business owners to obtain business, health, life, and property & casualty insurance coverage from insurers at a reasonable cost.   The general types of insurance products include but not limited to the following:


  1. General liability insurance
  2. Business owner's policy
  3. Errors and omissions insurance
  4. Professional liability insurance
  5. Commercial property insurance
  6. Business interruption insurance
  7. Worker's compensation insurance
  8. Commercial auto insurance


Unlike an insurance agent, who helps consumers select insurance to buy, but represents insurance company in the transaction, our valued business partner (an insurance broker) represent you, the consumers, to research coverage, terms, conditions, and price and then recommend the insurance policy that best meets your situation.  Our business partner's primary duty of care is to you, the client, not the insurance company.  Thus, please contact us and we would be happy to assist you to mitigate /manage risks in your business or life.

CLIENT SERVICE ADVISOR

TONY C. LIAO, CPA, MBT, CFE

Professional Bio

OUR BUSINESS PARTNER

DIVINA BOLOSAN-CADIZ

Owner and Broker of Cadiz Insurance & Financial Services (CA Lic. #0F19412) 

Professional Bio

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