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DeAna Davis Email
New Business Case Manager . LLIS
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Employees:
33Revenue:
$5.8MAbout
LLIS was founded in 1998 by Judith Maurer. With 12 years of experience in working with fee-only financial planners at Fee For Service, Inc., Judith was poised to take her own company to a whole new benchmark of service and customer satisfaction. Joined by husband and industry expert Keith Maurer, CLU, son Mark Maurer, CFP®, MBA, and an incredibly talented and responsive team, she has been visionary in setting a new standard for performance. Currently, there is nearly a century of cumulative experience on staff and ready to serve our clients nationwide. LLIS is not made up of money managers, accountants or financial planners, nor do we solicit business from the general public. Rather, we are experts in finding the right insurance based upon a client’s needs and their fee-only financial planner’s recommendations. That is what sets LLIS apart.LLIS Address
2907 W. Bay To Bay Blvd. #200null, null
United States