09:00 – 06:00

Monday to Friday

Jimmy Carter Blvd.,

Norcross, GA 30093

770 246 4698

09:00 – 06:00

Monday to Friday

Jimmy Carter Blvd.,

Norcross, GA 30093

770 246 4698

Sound Retirement Advice

Life insurance IUL policies offer tax-deferred
cash accumulation for retirement while maintaining
a death benefit.

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Investment Guidance

We bring proven industry expertise
in driving our investment approach.

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Commercial & Personal Insurance

Workers' compensation General liability
Home Auto Life Health(ACA).

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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

Our Partners

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.

Note: Your details are kept strictly confidential as per our Privacy Policy.

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