Accounting & Financial Advisor Insurance Experts

No matter what type of industry you are in - anyone, even accountants  and financial advisors themselves are susceptible to major claims. The team at Waterman-Neely Insurance can build a custom insurance package for your practice, so you can do what you do best with confidence.

No Matter How Large Or Small Your Practice, We've Got You Covered

Waterman-Neely INsurance specializes in many different types of insurance for accountants and financial advisors.

Malpractice Coverage

Professional Liability

Directors & Officers

Business Interruption

Cyber Insurance

Workers Compensation


Waterman-Neely Insurance is a true parter for our firm...

"Unbelievably helpful. All pertinent information to help us make a very important decision on what insurance company would be the best fit. Remember, the cheapest monthly payment is not always the less expensive payment over the long term. Sometimes, all the time, peace of mind is number one. Waterman-Neely is a very professional insurance brokerage house. They will help you find your perfect insurance company."

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