James E Skelton Insurance & Investments - Monona, Wisconsin

James E Skelton Insurance & Investments: A Comprehensive Overview

For individuals and families seeking reliable insurance and financial planning services, James E Skelton Insurance & Investments presents itself as a local agency dedicated to providing tailored solutions. Located at 4915 Monona Dr, Monona, WI 53716, United States, this firm offers a range of services, including insurance agency support, comprehensive financial planning, and specialized expertise in health insurance and life insurance. The agency’s commitment to accessibility is evident through its wheelchair-accessible car park and entrance, demonstrating a dedication to serving a diverse clientele.

About James E Skelton Insurance & Investments

James E Skelton Insurance & Investments operates as an independent agency, allowing them to partner with a variety of insurance carriers and financial institutions to offer clients a broad selection of products. The agency’s core philosophy revolves around building long-term relationships based on trust and understanding individual needs. Mr. Skelton and his team prioritize a consultative approach, taking the time to thoroughly assess a client’s circumstances – encompassing their financial goals, risk tolerance, and specific requirements – before recommending appropriate solutions. They aim to provide clarity and peace of mind, particularly when navigating the complexities of insurance coverage and investment strategies.

Services Offered

The agency’s service portfolio is deliberately structured to cater to various stages of life and financial objectives. Key services include:

• Insurance Agency: They specialize in a wide array of insurance products, including auto, home, property, and casualty insurance. They also provide coverage for business entities, offering tailored solutions for various business types.
• Financial Planner: James E Skelton Insurance & Investments offers expert guidance on retirement planning, estate planning, investment management, and tax-efficient strategies. They can assist clients in developing a holistic financial roadmap to achieve their long-term goals.
• Health Insurance Agency: Navigating the complexities of health insurance can be overwhelming. This agency provides assistance in selecting plans that meet individual and family healthcare needs, ensuring access to quality medical services.
• Life Insurance Agency: Protecting loved ones financially is a critical concern. They offer a range of life insurance policies designed to provide financial security in the event of an untimely passing.

Location and Accessibility

The agency’s physical location at 4915 Monona Dr, Monona, WI 53716, provides a convenient point of contact for clients. Its accessibility features – a wheelchair-accessible car park and entrance – underscore a commitment to inclusivity and ensuring that all clients can readily access services. This focus on accessibility demonstrates a dedication to serving the broader community.

Opinions and Reputation

Currently, James E Skelton Insurance & Investments has 0 reviews on Google My Business, reflecting a nascent online presence. The average opinion is 0/5, indicating a lack of publicly available feedback at this time. This absence of reviews highlights an opportunity for the agency to actively solicit and manage its online reputation, encouraging satisfied clients to share their experiences. Building a positive online presence through testimonials and reviews is crucial for attracting new clients and demonstrating credibility.

Contact Information

For inquiries or to schedule a consultation, prospective clients can reach James E Skelton Insurance & Investments at Phone: 6086630011. While a website is not currently available, contacting the agency directly allows for immediate communication and exploration of available services. The agency’s dedication to personalized service is readily apparent in their commitment to readily available contact information.

Recommendations

Individuals seeking a local and approachable insurance and financial planning agency should consider James E Skelton Insurance & Investments. Although currently lacking extensive online reviews, the agency’s focus on accessibility and personalized service represents a valuable asset. It is recommended that potential clients contact the agency directly to discuss their specific needs and explore the range of services offered. The commitment to building strong client relationships and providing tailored solutions makes this agency a potentially beneficial partner for individuals and families seeking financial security and peace of mind. Furthermore, considering their dedication to accessibility, it’s worth noting that the convenient location and facilities enhance the overall client experience.