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“I gave your number to (D.B.) along with my highest recommendation. I…couldn’t be happier with the service you and your team has provided. I only wish more services in America gave the same personal touch.”
- Tom O. – New York, NY

 

Key Facts:
In Business:

• Over 80 years

Total Assets Insured:

• Over $2.5 billion

Largest Client Net Worth:

• Over $1 billion

Collective Experience:

• Over 140 years

Avg. Colleague Experience:

• Over 15 years

Licensed:

• Over 40 States

Honors:


 
     
 
J.W. Allen is a privately held, independent insurance broker specializing in private client services for successful  individuals and family offices.

We attract clients who seek a “boutique” insurance partner that provides objective advice, exemplary service and personal attention.

Our pride is derived from the quality of our colleagues and the relationships we maintain with our clients.

Our advantage springs from our focus on offering advice rather than a sales pitch; our ability to find unique, tailored solutions missed by others and our effective use of market relationships to design and leverage optimum deals.

Our purpose is to protect our clients’ assets through an effective risk management plan that incorporates practical risk mitigation strategies and an efficiently designed insurance program.

Our mission is to be our clients most trusted referral.

Our tradition is of excellence and trust since 1928.


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