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Why Select Wood Gutmann & Bogart for your Financial Services?

The Wood Gutmann & Bogart Financial Services Department has assembled the finest staff of financial professionals whose experience is complemented by their intelligence and integrity. We are committed to continuous education, training and cutting edge technical resources. Our combination of talent and technology will ensure that your employee financial services program is the best cared for and cost effective plan available.
       
 

Partial List Of Products & Services Offered:


• Life Insurance - Term & UL
• Disability Insurance (LTD)
• Long Term Care (LTC)
• Asset Based Long Term Care
• Medicare Supplemental Insurance
• Non-Qualified Retirement Plans
• Wealth Management Programs
• College Funding Programs
• Fixed Annuities
• Certified Senior Advisor Services
• Traditional IRA
• Roth IRA
• Simple IRA
• SEP IRA
• Policy Review Services
• Risk Management Services		  
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OUR STRENGTHS

   THE BENEFIT TO YOU
 
  Our People You will always be working with experienced insurance professionals. Our Benefits Department has over 130 years of combined experience. Meet Your Broker
  Five-Star Service   Proactive, prompt and thorough service on all insurance matters so you can focus on running your business. Testimonials

  
  Market Access   Custom coverage for the best price. We have access to virtually all insurance and administration markets.
Carriers Represented

  
  Carrier Clout   You are assured the best pricing. We are one of the largest regional brokerage firms in the state. Our volume of business assures you the most competitive plan. Carriers Represented

  
  National Affiliations   We offer a wealth of resources through our National Affiliations. Zywave, Trivantage Rx, Haack & Associates.

  
  Technology   We use leading-edge technology to provide our customers with the latest data analysis, legislative, communication and human resource administration tools.

  
  Value Added Services   MyWave! access separates us from virtually all of our competitors.

 
  Single Source Solution   Single Source Solution to all of your Benefits, Retirement Plan and Key-Man Insurance needs. List of Services