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Specialties
As a Personal Financial Representative in Waterloo, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important — your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. For product disclosures and other information visit my website.
History
Established in 1995.
My agency opened in March of 1995. Over the years we have represented several different companies both as a captive agency and as an independent.
I decided in June of 2007 to be an Exclusive Agency owner with Allstate Insurance and purchased Jim Jacobs’ and Kent Purdy’s agencies, both in Cedar Falls, Iowa. December of 2007 brought us the opportunity to expand our agency and open an office in Waterloo, Iowa. In September 2011 Jeff Clark retired and we were able to acquire his customers to serve at our 4th street location in Waterloo. Both agencies are full service agencies and provide convenience to our customers all across the Cedar Valley.
As a small business owner, I understand the importance of building a solid foundation for the future and developing long-lasting customer relationships. When you leave my office, I hope you’ll feel confident, informed, assured and satisfied in your choices. The way you should feel.
Meet the Business Owner
Scott P.
Business Owner
As an Agent and Personal Financial Representative in Waterloo and Cedar Falls, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important — your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
One of the things I like best about working with Allstate is the variety of products and services I can offer customers. More than insurance, I can offer a variety of solutions to address their financial needs — such as saving for a child’s education or retirement.