CBS Brokerage

CBS Brokerage is an independent insurance brokerage firm established in 2007. The company prides itself on championing advocacy, collaboration, and expertise while providing an exceptional client experience. Specializing in comprehensive services, including product expertise and comparative analysis, CBS Brokerage also integrates advanced planning techniques in various sectors such as business, executive compensation, estate, and philanthropy. Moreover, the company addresses liquidity funding needs for institutional and independent advisors, fiduciary advisors, and specialty insurance firms dedicated to serving their clients' best interests. CBS Brokerage distinguishes itself through its exceptional team members who bring both product knowledge and planning expertise to the company's unique culture. The firm's extensive experience enables adept navigation of the intricate world of insurance placement for fiduciaries, including registered investment advisors. The commitment to excellence is further demonstrated through the investment in cutting-edge technologies, empowering clients to leverage services and expand their knowledge base for the ultimate benefit of their own clients. As a US-based firm in the Financial Services, Insurance, and Life insurance industries, CBS Brokerage stands as the ideal choice for those seeking unmatched expertise and client-focused services.