• Our longevity—We have more than 70 years of experience, and are in our third generation of ownership.
• Our client-first approach—Relationships are everything to us. You are so much more than an insurance policy number.
• Our young leadership—We are positioned to serve clients longer.
• A comprehensive suite of services—Our expanded offerings can accommodate a wider range of needs.
CGIA independently provides leading insurance products to best suit your unique needs. Through collaborative team work, advanced case design expertise, and private underwriting, we search the marketplace for what works for you. Simply put, we work and advocate for you; not an insurance carrier or producer group.
CGIA specializes in collaborative team work. We will coordinate and collaborate with your attorney, banker, and/or accountant to provide the best life insurance and disability insurances for buy-sell agreements, key-person needs, and business continuation planning.
For 70 years our firm has collaborated with and supported financial institutions in providing best-in-class insurance solutions. CGIA partners value our proven OSLI™ Process for centralizing and streamlining life insurance processes, procurement of preferred underwriting, and ongoing policy monitoring and support.
*The Zimdars Company, Inc. is not affiliated with Valmark Securities, Inc.
1127-B Hendersonville Road | Asheville, NC 28803
insuranceservices@coltongroome.com
(828) 252-1816 – office | (844) 442-4329 – fax
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 100, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Insurance Advisors, LLC. and Colton Groome Financial Advisors, LLC. is a separate entity from Valmark Securities, Inc.