At Financial Balance Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Steve is the General Agent for Financial Balance Group, LLC, an agency of The Guardian Life Insurance Company of America, NY, NY.
Bill focuses on income protection strategies for personal clients nationwide. Most of his clients are business owners, physicians and consultants.
Jen is our office manager and is responsible for the administration of our office, the staff and normal day to day operations.
Works with professional insurance agents and financial planners in Maryland, Virginia, and Eastern Pennsylvania marketing and processing Berkshire disability insurance.
Works with professional insurance agents and financial planners in the Maryland, Virginia, Eastern Pennsylvania, Delaware and Washington D.C. marketing and processing Guardian life and disability insurance for their clients.
There are many insurance agents out there. But if you are looking for an insurance professional who will take care of your needs like a family member, you’ve come to the right place.
Stacey is the contact person, and head of our field underwriting department.
New Business and Underwriting Case Manager
Allison joined us after working for 6 years with the Guardian Life Insurance Company of America home office in Pittsfield, MA. She brings a wealth of experience to our new business department working with Stacey and Jessica. She...
Jessica joined us after working for several years in the Guardian call center. Her experience there helps our producers navigate anything they need from the home office. Jessica is normally our producer's first point of contact when...