Insurance, done with intention.
An independent agency built around people.
Coverage that fits. Conversations that mean something.
A different kind of agency.
On purpose.
Valeris Financial Group was built on a simple belief: insurance and financial planning should feel like a real conversation, not a sales pitch. Every family deserves access to honest guidance — and every agent deserves a place to do that work without compromise.
As an independent agency, we're not tied to any single carrier. That independence shapes everything — how we recommend, how we run our business, and how we support the people who work with us.
Coverage and planning,
simplified
Life Insurance
Term, whole, and universal life policies built to help protect the people who depend on you — at every budget and every stage of life.
Annuities
Fixed, indexed, and other annuity options designed to help create predictable income strategies for retirement, based on your goals and risk tolerance.
Retirement Planning
A holistic look at the picture — Social Security considerations, 401(k) rollovers, and income strategies built around how you actually want to live in retirement.
Insurance done right looks less like a sales process and more like a relationship. That's the kind of agency we set out to build — and the standard we hold ourselves to every day.
Built around
three principles
-
01
Independence
We work with multiple A-rated carriers, which means our recommendations are about fit — not a quota. The right product wins, every time.
-
02
Honesty over hype
We educate first and recommend second. No high-pressure tactics, no smoke and mirrors. Just clear information you can actually use.
-
03
Long-term relationships
Insurance isn't a one-time transaction — life keeps changing. We're built to be there as it does, for clients and for the agents on our team.
Looking for a different
kind of agency to call home?
We're growing — and we're looking for licensed agents (and people considering becoming licensed) who care about doing this work the right way. If integrity, independence, and real client relationships sound like the kind of environment you've been searching for, we'd love to talk.
True independence
Work across multiple A-rated carriers. Recommend what fits, not what you're told to push.
Mentorship & training
Whether you're a seasoned agent or just starting out, you'll have real support from people who've done this work.
A culture that fits
No boiler-room energy. No pressure tactics. Just professionals who treat clients and each other with respect.
Room to grow
For self-motivated people who want to build something real, the runway here is long. Let's talk about what that looks like.
Simple, transparent,
personal
Free Consultation
A 30-minute conversation to understand your family, goals, and current coverage — completely no-obligation.
Custom Analysis
We compare options across multiple carriers to help find a fit for your health profile, budget, and long-term plan.
Review Together
We walk you through everything in plain language — no jargon, no rush. Questions are always welcome.
Ongoing Support
Annual reviews, life-change check-ins, and a direct line to us whenever you need it.
Let's start the
conversation.
Whether you're looking for guidance on a policy, considering a career in this work, or just want to learn more about what we do — we'd love to hear from you.
Call (407) 640-1103