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A family legacy of serving advisors

Objective | Consultative | Responsive | Accessible

Our Promise to You A trusted partner
Long-Term Consistent Results

Financial advisors and insurance professionals choose The Palmer Agency as their lead insurance partner for our reliability, attentive communication and positive attitude. What this means to you is our entire team takes initiative on your behalf. We simplify the insurance process, whether it is for personal protection, estate preservation or business succession.  We are your committed insurance back office.  The real benefit is the trust and comfort you feel working with a partner who knows you, knows your staff and helps solidify your client relationships.

Testimonials

  • The Palmer Agency takes care of us and our clients to make sure everyone’s needs are met. We are a fee-only firm and they are part of our team to complete our platform.
    We trust them.

    Scott Voigt, CFA, CPA, CFP®, Financial Advisor & Partner, Verisail Partners
  • “Your firm provides me with accurate, swift information and follow up sales support.”

    Raymer Sale, E2EResources
  • The entire team at The Palmer Agency helps me with day to day service. They keep me connected to the business and the industry.

    Homer Myers, Myers Company Inc.
  • The Palmer Agency enables me to service my client’s insurance needs effectively. They objectively look at several products to fill my client’s needs.

    Taylor Stanfill, CFP, Verisail Partners
  • The Palmer Agency makes me feel confident that I am doing the best for my clients.

    Charlie Schuetz, Integrity Insurance & Financial Services, Inc.
  • What really separates you is initiative and response time!

    Carroll P. Jones CLU, ChFC
  • Your team enables me to relax about insurance

    Thad Gilliam, CFA, CFP, Partner, Financial Advisor Verisail Partners
  • The Palmer Agency administers the insurance process that helps me add value for my clients and my business.

    Jason Connolly, Managing Principal, Sugarloaf Wealth Management, LLC
  • The Palmer Agency enables me to be more efficient and productive. This allows me to spend more time helping my clients and growing my business.

    Taylor Manry, CFP, Principal, Sugarloaf Wealth Management, LLC