Our Services

We are proud to be able to provide you with quality insurance at an affordable price. The protection we provide is meant to reduce your stress and decrease the time it takes to get you safely back on the road after an accident.

When an accident happens, we are there to help. This includes helping you find the best repair shop near you so you can get your life back on track as quickly as possible. All the repair shops have been pre-screened and pre-qualified for the highest level of service. Part of your membership is knowing how your vehicle is protected. We will answer any questions you may have and review your coverages to make sure you have the right protection for your needs. All new members receive the same great service we have provided to our members for many years.

For years, we have been helping homeowners safeguard their most valuable possessions. Our insurance policies not only have the ability to protect your home and other structures on your property, but they also extend coverage to the items inside of your home that you worked so hard to acquire.

Additionally, if you are interested in personal liability insurance, we are more than confident we can provide you with an option that fits your needs and budget. A personal liability policy may help pay for covered instances in the event someone sustains an injury or causes damage on your property. If you prefer broader, more comprehensive coverage, consider purchasing one of our umbrella policies. An umbrella policy is designed to protect you from claims and lawsuits beyond your standard policy limits.

If you have children, a spouse or anyone in your life who depends upon you financially, you need life insurance. The same holds true if you depend upon someone else financially. Life is unpredictable but it is within your power to minimize or even eliminate the financial impact of unexpected life events.

We are here to answer your questions and make life insurance understandable. We will explain term versus permanent insurance and we will outline the types of life insurance that may be best for you.

When determining the amount of coverage you need, you should consider both your present and future circumstances. Contact us to guide you today.

In unpredictable economic circumstances, it can be good to have something you can depend on. Our experience helping local business owners develop comprehensive coverage solutions especially for commercial clients makes us the perfect choice as a policy provider.

Some business insurance policies are designed to fit all customers but may not account for industry, organization size, and other essential factors. We can customize a policy to suit the needs of your organization so that you have the most meaningful forms of coverage. This is a great way to protect your current assets and your future operations.

Thinking proactively about your company’s changing insurance needs is very important. Let us help you today.

If you’re operating an ATV or other powersport vehicle on state land, or off your property in general, your homeowners insurance likely won’t cover it. With the right insurance policy, you won’t miss out on off-road adventure.

We’ll make sure you have the proper coverage regardless of how it’s used – transporting feed and water on the farm or adventuring in the wild.

Contact us today to learn more.

A 35 year veteran of the financial services industry, Patrick Kenney holds the Chartered Financial Consultant (ChFC) and the Certified Long Term Care Counselor (CLTC) designations.

We offer:

• Financial Planning, Social Security Claiming, Medicare Planning
• Retirement Services including 401k management
• Business Retirement Plans

Our firm is different in that we offer holistic insurance, investment advice and strategies by leveraging our partnerships to create a personal and effective experience for our clients. We are very proud that we can offer our sound financial advice. Give us a try and experience the difference.

Learn more about our Financial services offered through Oak & Stone Capital here.

Group Health Insurance and Employee Benefits are a crucial part of any business’s employee compensation package. These benefits provide employees with access to healthcare services, as well as additional perks that can enhance their overall well-being.

At our company, we offer a comprehensive range of Group Health Insurance and Employee Benefits solutions tailored to meet the unique needs of your business.