Losey Insurance and Financial Services

www.loseyinsurance.com

Losey Insurance and Financial Services based in Baton Rouge, Louisiana, partnering with successful individuals, families, and businesses throughout the United States. Losey Insurance and Financial Services practice focus is shared between property and casualty and wealth advisement. We specialize in private client risk management, wealth transfer, and estate planning, through a portfolio tailored to meet the unique needs of families with extraordinary assets to protect. It's the details that set us apart. For over 30 years our trusted advisors have distinguished ourselves by offering exceptional service and helping you create solutions to protect your assets and grow your wealth for generations to come. Our practice has received numerous awards and recognition as leaders in insurance, wealth management, and related business strategies including, but not limited to: LSU 100: Fastest Growing Tiger Businesses 2020, 2019, 2017; Progressive Platinum Blue Agency; Million Dollar Round Table; NAIFA Quality Award; Ed Slott Master Elite; Dave Ramsey Endorsed Local Provider. We look forward to working with you. 8550 Anselmo Lane | Baton Rouge, Louisiana | (225)767-6745 | #LoseyKnowsIns Fine Homes | Luxury and Collectible Automobiles | Personal Excess Liability | Fine Art | Jewelry | Yacht & Marine | Equine & Pet | Aviation | Life

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Losey Insurance and Financial Services based in Baton Rouge, Louisiana, partnering with successful individuals, families, and businesses throughout the United States. Losey Insurance and Financial Services practice focus is shared between property and casualty and wealth advisement. We specialize in private client risk management, wealth transfer, and estate planning, through a portfolio tailored to meet the unique needs of families with extraordinary assets to protect. It's the details that set us apart. For over 30 years our trusted advisors have distinguished ourselves by offering exceptional service and helping you create solutions to protect your assets and grow your wealth for generations to come. Our practice has received numerous awards and recognition as leaders in insurance, wealth management, and related business strategies including, but not limited to: LSU 100: Fastest Growing Tiger Businesses 2020, 2019, 2017; Progressive Platinum Blue Agency; Million Dollar Round Table; NAIFA Quality Award; Ed Slott Master Elite; Dave Ramsey Endorsed Local Provider. We look forward to working with you. 8550 Anselmo Lane | Baton Rouge, Louisiana | (225)767-6745 | #LoseyKnowsIns Fine Homes | Luxury and Collectible Automobiles | Personal Excess Liability | Fine Art | Jewelry | Yacht & Marine | Equine & Pet | Aviation | Life

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Country

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State

Louisiana

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City (Headquarters)

Baton Rouge

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Industry

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Employees

11-50

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Founded

1985

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Principal and Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Registered Representative , Agency Principal

    Email ****** @****.com
    Phone (***) ****-****

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