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At CPR Financial & Insurance Services, Inc., we believe that protecting your health and wealth is of utmost importance. For over two decades, our dedicated team has been providing innovative solutions to help individuals and businesses achieve their financial goals. Our mission is to provide exceptional service and expert guidance to our clients, empowering them to make informed decisions about their financial futures.

Our Team

We are proud to have a team of experienced and knowledgeable professionals who are dedicated to delivering personalized solutions to meet the unique needs of our clients. Our team includes Charles Rosen, our President and CEO, who has over 20 years of experience in the financial services industry. Charles is a renowned expert in employee benefits and financial consulting, and has been featured on local talk radio programs discussing health care reform and its fiscal impact on government and business.

Insurance and Investment Services

At CPR Financial & Insurance Services, Inc., we offer a comprehensive range of insurance and investment services to help our clients achieve their financial goals. Our services include:

• Life and Health Insurance: We offer a variety of life and health insurance products to help individuals and families protect their loved ones and achieve their financial goals.
• Home and Auto Insurance: Our team of experts can help you find the right home and auto insurance coverage to protect your most valuable assets.
• Retirement Planning: We offer retirement planning services to help individuals and businesses create customized retirement plans that meet their specific needs.
• 401(k) and other employer-sponsored plans: Our experts can help you navigate the complexities of ERISA and fiduciary issues related to employer-sponsored plans.

What We Do

Our team takes a creative approach to create solutions for businesses and individuals that are both cost-effective and time-efficient. We understand that investing is a marathon, not a sprint, and we are committed to working closely with our clients to understand their unique needs and goals.

Values

At CPR Financial & Insurance Services, Inc., we value:

• Integrity: We believe in transparency and honesty in all our interactions with our clients and partners.
• Expertise: Our team of experts has extensive knowledge in the insurance and investment fields, and we stay up to date on the latest developments in the industry.
• Personalized Service: We believe that every client is unique, and we strive to provide personalized service that meets the specific needs of each individual or business.
• Professionalism: We maintain the highest levels of professionalism in all our interactions, from initial consultations to ongoing relationships.

Conclusion

At CPR Financial & Insurance Services, Inc., we are committed to providing exceptional service and expert guidance to our clients. Whether you are an individual seeking to protect your loved ones or a business looking to create a customized retirement plan, we have the expertise and resources to help you achieve your financial goals.