At Metz Insurance, we can suggest other professional resources such as insurance firms, law firms, investment firms, and accounting firms. We have established these relationships to provide clients with the appropriate advice and counsel on their financial affairs. Email Corey to learn more about some suggested professionals depending upon your specific needs and requests.
Individual health
Group health & ancillary benefits
Property & casualty
Auto and home
Wills, Trusts, GRATs
Family Partnerships
Family Foundations
Investment advice
Personal financial statements
Cash flow projections
Tax return preparation
Quarterly income tax projections
Managing capital gains/losses
Not-For-Profit Organization planning and returns
Third-party professional resources (such as attorneys and accountants) listed above are provided as a convenience to our clients and in no way represent a recommendation or an endorsement. These types of third-party firms and professionals are not affiliated with Metz Insurance & Financial. Choosing a third-party advisor is strictly the client's choice and responsibility.