FINANCIAL SERVICES

FINANCIAL INSTITUTIONS AND WEALTH MANAGEMENT
SPEAK TO AN ADVISOR

Financial institutions are complex and can present distinctive exposures. That’s why we carefully craft the right insurance program for institutions like yours:

  • Investment Advisors
  • Hedge Funds & Private Equity
  • Mutual Funds
  • Security Broker/Dealers
  • Community Banks & Credit Unions

Financial Services Solutions:

  • Errors & Omissions Liability
  • Directors & Officers Liability
  • Cyber/Privacy & Security Liability
  • Fidelity & ERISA Compliance Bonds
  • Employment Practices Liability
  • Fiduciary Liability
  • Commercial Package Policy to protect your office building, suite, contents and general liability

RELATED RESOURCES

“…their independence allows them to recommend the best solution for my kind of work.”

-Kirk Bros Co. Inc.

“Overmyer Hall Associates truly is a value-added agency. They have helped my business to grow.”

-Ruscilli Construction Co.

“Overmyer Hall Associates really takes the time to understand my business…”

Adena Corporation, General Contractor

“Overmyer Hall Associates truly is a value-added agency. They have helped my business to grow.”

– Anderson Concrete Corporation, Concrete Contractor

OUR ADVISORS

Ryan Beal

Ryan Beal

Commercial Lines Specialist

Phone: 614 453 9374

At Overmyer Hall Associates, we have a deep understanding of the evolving market structures and trends in the Financial Services sector.  We have the expertise to help financial institutions address their most significant challenges.

A CULTURE OF TRUST

We know what coverages you need and when you need them. Let us handle the complex programs for you.