Personal Client Services

Our team specializes in managing the insurance needs of individuals and their families.


Your home is a significant part of your everyday life and it should be protected as such. Whether you reside in a single family home, condo unit or rental apartment our experienced team can customize a policy that will protect you and your family’s valuable property.


Automobile and Collector Car

Whether it be the car you drive every day or the collector car you cherish, having the right coverage limits in place is paramount in the event of a loss. With a wide range of insurance carriers available, our team can provide a comprehensive and affordable product to protect you and your valued vehicle.

Personal Umbrella

An umbrella policy is an important part of an insurance portfolio. It is designed to help protect you and your family’s assets in the event of a major loss. It provides additional liability coverage and legal defense once the primary liability limits on your home, auto or watercraft have been exhausted. Let us help you in determining what the right level of coverage is to protect you and your family’s security.

Valuable Collections

As a collector, is it important to be aware that often the coverage provided under a homeowners policy is limited for valuable articles. To ensure that adequate coverage is in place, a Valuable Collections Policy can be individually customized to properly protect your unique collection of jewelry, fine art, silverware or other valuables.

Flood Insurance

Recent events have reminded us that devastating flood events can occur almost anywhere. With the peril of flood being typically excluded from a homeowners policy, a separate flood policy can be purchased to provide valuable coverage and welcomed relief, should a flood occur in your area.



With access to many markets we can provide competitive rates for most personal watercraft. Our team is well versed in the coverages and exposures that need to be addressed to create a comprehensive policy for you.

Specialty Lines

Our team  has the capabilities to assist in placing coverage for travel insurance, builder’s risk, equestrian coverage, domestic workers compensation and more. Please contact us so we may customize an insurance portfolio that meets your insurance needs.





For more information on Personal Lines Coverage, contact Cathy Theologis, Senior VP, at 212.509.3777.