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        General Info
        The year was 1859. An ox and a passenger train collided just outside Johnson Creek, Wisconsin, and two of our policyowners were killed in the wreck. The claims totaled $3,500, which was $1,500 more than our two-year-old company had on hand. Then President Samuel S. Daggett and his fellow trustees personally borrowed the money to settle the claims, proving that our dedication to our clients is as old as the company itself.
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        Services/Products
        Retirement Planning, Insurance Planning, Asset & Portfolio Management, Inheritance Planning, Equity Investments, Insurance Premiums, Financial Education Workshops, Estate Management, Employee Benefit Plans, Financial Advisors, Financial Consultants, Charitable Trusts, Business Planning, Estate Planning, Family Financial Planning, Stock Investments, Asset Management, Chartered Life Underwriters, Financial Management, Debt Management, Group Life Insurance, Mutual Funds, Burial Insurance, Bonds, Money Market Accounts, Variable Life Insurance, Annuities, Single Premium Life Insurance, Index Funds, Whole Life Insurance, Load Funds, Supplemental Insurance, Investments, SEP Individual Retirement Accounts, Joint Life Insurance, Universal Life Insurance, Term Life Insurance.
        Categories
        Financial Planning Consultants, Financial Services, Life Insurance

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        Phone: (717) 650-8292

        Address: 224 St. Charles WaySuite 250, York, PA 17402

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