Professional Liability Insurance designed
for Financial Services Professionals

Selecting an insurance program that understands your operations, risks and budgetary concerns is essential to running a successful organization and your peace of mind. EZ Insurance Solutions® specializes in offering professional liability insurance to financial service professionals and businesses. We make it affordable to provide insurance coverage based upon allegations that your error or omission caused a client financial harm.

Financial Services Professions Eligible

Tax return preparation and advice
Payroll processing
Data processing
Notary public
Computer hardware/software advice
Financial planning
Investment advice
Securities sales
Life insurance sales

Responsive Services Delivered

Speak with a licensed EZ Insurance Solutions advisor:

Contact Us
Or call us at 1-866-225-8464