Proper Insurance Service LLC

Marsh McLennan Agency (MMA) is a leading provider of business insurance, employee health benefits, retirement solutions, and private client services, dedicated to meeting the diverse needs of businesses and individuals. With a commitment to industry-focused solutions, MMA connects clients with a team of professionals who deliver customized resources tailored to specific sectors. Emphasizing community involvement and diversity, MMA fosters a dynamic and supportive team environment, enabling colleagues to reach their fullest potential. The agency's mission is to empower clients and partners by leveraging local expertise alongside global resources, ensuring limitless possibilities for success. Generated from the website

We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients’ financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in depth process, we recommend the appropriate mix of managed investments paying special attention to the appropriate allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations. Our professional experience combines with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive.

We specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around our clients' financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in-depth process, we recommend the appropriate mix of managed investments, paying special attention to the suitable allocation of invested assets. We then work with clients to help ensure that these investments align with all their other financial considerations.