Risk Management

Your priority is our priority.

We help businesses and individuals with risk management and insurance.

Your home. Your business. Your family.

Protecting the things that matter most is your top priority. So choosing an insurance plan and other forms of coverage must be done with care.

This means finding highly-rated and accredited carriers. It means integrating your risk management strategy with your tax planning. It means finding an advisor with the knowledge and dedication to make sure all of your assets are covered.

Most importantly, it means making sure your coverage is there when you need it.

That’s why we’ve affiliated with HK Financial Services to provide risk management and insurance services. Leveraging our combined knowledge and resources, we’ll match the most suitable carriers, products and services with your needs and budget. We’ll provide an insurance review to help you make sure your risks are managed properly. And we’ll make sure you don’t pay more than you should.

At James Moore, your priority is our priority. What can we do for you?

  • Annuities

  • Life insurance

  • Disability income insurance

  • Personal Planning

  • Estate planning

  • Business succession

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*Insurance products are available through many fine carriers.

Investment advisory services are offered through HK Financial Services (HKFS), an SEC-Registered Investment Adviser, and provided under the d/b/a name James Moore & Co. Brokerage account services for transaction-based commission are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. Erin Spiwak is an investment adviser representative with HKFS. Erin is not a ProEquities registered representative. HKFS, ProEquities, and James Moore & Co. are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.

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