Wells Fargo Insurance Services Southeast, Inc. - Provider Detail for - Insurance
Company Name: Wells Fargo Insurance Services Southeast, Inc.
Contact: Diane J. Budwig, CIC
Address: 2255 Glades Road
Suite 444W
Boca Raton , FL 33431
Phone: (561) 368 - 2777
Fax: (561) 362 - 7002
Website: Visit Wells Fargo Insurance website
Email: Email Diane Budwig
Achieve, Acquire, Protect - Insurance is a critical wealth preservation tool. Any broker can write an insurance policy, but few can provide the experience and personal service required to properly attend to the needs of affluent customers. Wells Fargo Insurance Services can create a risk management and insurance solution uniquely designed to protect and preserve your substantial personal assets. And bring you peace of mind.
  • Auto
  • Family Office
  • Umbrella
  • Collections, fine art, jewelry, wine, silver, memorabilia
  • Personal and excess liability
Our professionals have a wealth of knowledge and are dedicated to your personal insurance needs.  We offer superior service and use a four-step process to create your "personal asset protection program".

  1. Planning – We help you evaluate and determine your asset base, then establish which types of coverage you need to protect those assets.

  2. Implementing – We design and execute a cost-effective insurance portfolio that satisfies your unique needs and properly protects your assets from unexpected loss.

  3. Monitoring – We continue to monitor your portfolio to make sure your coverages stay current as your asset base changes and developments in the insurance industry are introduced.

  4. Evaluating – In addition to continually monitoring your portfolio, we personally meet with you at the time of your renewal to conduct an in-depth review of your coverages and discuss any additional benefits.
Rest assured, Wells Fargo Insurance Services’ Private Client Services offers you the luxury and comfort of knowing your personal assets are properly protected.
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