Business Details
20 Years
experience
Your Trusted Insurance Partner in San Francisco
At Walsh Carter & Associates, we pride ourselves on building lasting relationships with our clients by delivering tailored insurance solutions that evolve with their needs. Founded in 2006, our firm combines the personalized attention of a boutique consultancy with the extensive resources of a full-service brokerage. Our team of seasoned professionals brings decades of experience in property & casualty insurance, employee benefits, solar insurance, and surety bonds, ensuring comprehensive coverage for both commercial and individual clients.We partner with top-rated insurance carriers to provide innovative strategies, prioritizing client satisfaction through transparent communication and dedicated support. Our expertise extends to navigating complex regulations, offering fiduciary oversight, and leveraging cutting-edge HR technology to streamline administrative processes. Recognized for our integrity and client-centric approach, we are committed to protecting our clients' assets and future while maintaining the highest standards of professionalism and trust.
Services
Property & Casualty Insurance
Employee Benefits
Solar Insurance
Surety Bonds
Health Benefits
Retirement Plans
Executive Benefits
Healthcare Reform Consulting
Details
- Year established: 2006
Highlights and features
- We offer personalized insurance solutions tailored to your specific business needs.
- Our team has over 25 years of combined experience in property & casualty insurance.
- We partner with top-rated insurance carriers for comprehensive coverage options.
- Our expertise includes innovative employee benefits and solar insurance programs.
- We provide dedicated support with a proven track record of client satisfaction.
What people say
Very helpful and professional
Quick and friendly process
Excellent customer service
Competitive pricing
Comprehensive coverage
Services
Property & Casualty Insurance
Protect your business and personal assets with tailored coverage plans. Our consultants help you navigate complex risk factors, ensuring comprehensive protection against theft, fire, accidents, and liability claims. We partner with top-rated carriers to offer competitive rates while prioritizing your long-term security.
Employee Benefits
Attract and retain top talent with customized benefits packages. We specialize in health insurance, retirement plans, and executive benefits, blending strategic design with compliance expertise. Our clients gain access to A-rated providers and fiduciary support to optimize workforce satisfaction and financial stability.
Solar Insurance
Secure specialized coverage for solar installations, including property damage and income shortfall protection. With industry-specific expertise since 2008, we address unique risks in solar development, offering policies that integrate business interruption endorsements and performance guarantees to ensure project viability.
Surety Bonds
Enhance your contracting opportunities with tailored surety bonds. We provide bid, performance, and payment bonds, ensuring compliance with project requirements. Our partnerships with leading surety providers help contractors win bids while mitigating financial risks associated with project execution.
People
Brendan Walsh
Principal
Brendan founded Walsh Carter in 2006 with 25+ years in property & casualty insurance and estate planning. He previously served at Northwestern Mutual, specializing in complex estate solutions, and holds a degree from the University of San Francisco.
Greg Yu
Chief Financial Officer
Greg, a founding partner, oversees finance and accounting operations. With over 20 years in the industry, he contributes expertise in financial strategy and compliance, leveraging his background from Northwestern Mutual's top-performing teams.
Jim Riley
Principal
Jim leads client relations with 23 years in property & casualty insurance. Formerly with the Visual Media Alliance, he specializes in group benefits and leverages carrier networks to deliver cost-effective solutions for creative industries.
Questions
What types of insurance does Walsh Carter offer?
We provide property & casualty insurance, employee benefits, solar insurance, and surety bonds, tailored to commercial and individual client needs.
How does Walsh Carter personalize insurance solutions?
By partnering closely with clients, we assess unique risks and goals to create customized coverage plans using insights from decades of industry experience.
Are your services available outside California?
Yes. While based in San Francisco, our health insurance plans operate nationwide, and we secure coverage for clients across various regions.
What expertise do you have in solar insurance?
We've specialized in solar since 2008, offering policies with business interruption coverage and revenue shortfall protection for underperforming systems.
How do surety bonds benefit contractors?
Our surety bonds ensure project compliance and financial security, helping contractors win bids through tailored bid, performance, and payment bond solutions.
Can you assist with employee health benefits?
Yes. We design group health plans including HSAs, HDHPs, and CDHPs, ensuring competitive options that align with your budget and workforce needs.
Reviews (1)
Joan Watt
Oct 27, 2019
Report
I have had a great experience with my car and renter's insurance through this office. They made the setup process easy and Diana is very nice, helpful, responsive and efficient when I've had questions or needed to make changes!
