Berkeley & Company, LLC, a Birmingham, Alabama based boutique insurance brokerage established to deliver long-term proactive service and sound advice to clients. Our culture will be that of “Sound Craftsmen” – talented individuals passionate about solving problems for clients. The firm draws inspiration from Berkeley Holley, a mentor in the insurance industry known for her immense knowledge, commitment to the craft and willingness to perpetuate her expertise. The firm specializes in two key areas: 1. Private Client Insurance - for individuals and families 2. Commercial Insurance - for businesses
| Website | http://www.berkeley-co.com |
| Employees | 7 (7 on RocketReach) |
| Address | 2311 Highland Ave S, Birmingham, Alabama 35205, US |
| Industry | Insurance Agencies and Brokerages |
| Keywords | Insurance Brokerage Services, Insurance Brokerage, Risk Management, Insurance Solutions, Insurance Consulting, Boutique Insurance, Broker Services, Financial Services, Proactive Service, Insurance Planning, Risk Mitigation, Business Insurance, Long Term Care, Insurance Products, Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Investment Strategies |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, BlackRock, JPMorgan Chase & Co., Morgan Stanley, State Street Global Advisors, T. Rowe Price, Goldman Sachs, Bank of America Merrill Lynch +40 more (view full list) |
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Debbie Dumas is the Director of Operations of Berkeley & Company.
7 people are employed at Berkeley & Company.
Berkeley & Company is based in Birmingham, Alabama.