Mission Statement
It is the mission of Santa Cruz Financial Services (SCFS)
to provide its policyholders peace of mind and protection
which fulfills their ever changing needs through a commitment
to profitability, financial stability, excellent customer experience
and professionalism.
About Us
We have access to reservoir of resources in providing sound insurance coverage for both businesses and individuals. Our affiliations brings decades of industry expertise in driving our business and retirement portfolio construction and advice. Ensuring our strategies are in clients best interest to sustain complaince and wealth for generations to come.
Frequently Asked Questions
What kind of insurance coverage do you provide?
COMMERCIAL LINES
Business use our products to insure their facilities, cover special risks and guard against the damage that an interruption in business operations can cause.
PERSONAL LINES
Our personal insurance products provide protection for homes, personal valuables, automobiles and more.
SURETY BONDS
Admitted carrier in all 50 states and has the capability to write business in Canada and Puerto Rico.
LIFE
Term Life
Whole Life
Universal Life
Change Policy
Change Beneficiary
HEALTH
Supplemental Health
Medicare Supplement
Individual Medical
Affordable Care Act (ACA ObamaCare)
Change Policy
Do you offer individually tailored investment plans?
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How would I go about planning for my retirement?
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Helping Small Businesses just like yours
25
Employees
3
Locations
100
% Satisfaction
Why Choose Us?
Experienced
We have experience providing expert financial advice.
Vibrant
A young, enthusiastic team of advisors are always here to help.
Professional
Our financial specialists ensure you get the optimum results.
Financial Planning
We understand you’re saving for all different life events: retirement, a house or simply to build wealth.
Bonds
Bonds are a good pick as part of a diverse investment strategy – they offer solid growth in the long-term.
Retirement
No matter where you want your retirement savings to take you, it’s quick and easy to set up a pension.
What we Offer
We provide sound coverage advice. With years of experience we’ll ensure you’re getting the best guidance with proven industry practices. For businesses and individuals, you can rely on SCF to deliver.
View Services →
Testimonials
Here’s what just some of our clients have said
Their advice and support has been first class, I can’t thank them enough for how they helped.
John Walsh — Columbus, Ohio
My firm has been greatly helped by the excellent work from Broker, you won’t be disappointed.
Nadia Lopez — Heuston, Texas
For financial assistance I can’t recommend Broker enough, I’ve been delighted by the outcome.
Jack Maguire — Manhattan, New York
Broker has been marvelous for my business, their professionalism has been exemplary.
Louise Smith — LA, California
For sound coverage advice you can SCFS
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also Send Email if you would prefer.
For Businesses: Do you have questions about how Broker can help your company? Send us an email and we’ll get in touch shortly, or phone 770 246 4698 between 09:00 and 06:00 Monday to Friday — we would be delighted to speak.