Business Details
50+ Years
experience
Trusted Insurance Solutions in Pine Bush, NY
Founded in 1930, our agency has built a century-long legacy of trust and personalized service in the Hudson Valley. We specialize in crafting tailored insurance and financial strategies that align with each client's unique needs and long-term goals. Our expertise spans personal, commercial, property, and casualty insurance, alongside retirement and investment planning. As an independent broker, we collaborate with multiple carriers to ensure optimal coverage solutions. The Curran family continues Uncle George's vision of empathy-driven service, prioritizing client relationships over transactions.With three local offices and a team of certified professionals, we provide accessible expertise for individuals and businesses. Our commitment to continuous learning ensures clients receive up-to-date guidance in an evolving industry. We measure success through client satisfaction, demonstrated by decades of multigenerational relationships. Our mission remains unchanged: to protect what matters most through comprehensive risk management and financial security solutions.
Services
Health Insurance
Medicare
Commercial Property Insurance
Personal Auto Insurance
Home Insurance
Business Liability Insurance
Workers Compensation
Umbrella Insurance
Investment Strategies
Retirement Planning
Details
- Year established: 1930
Highlights and features
- We offer 95+ years of insurance expertise in the Hudson Valley market
- Our independent brokerage model provides access to multiple carrier options
- Family-owned agency prioritizing personalized, relationship-based service
- Certified professionals with specialized expertise in Medicare and retirement planning
- Three convenient local offices with multigenerational community knowledge
Services
Health Insurance
We provide comprehensive health insurance solutions tailored to individual and family needs. Our experts help navigate plan options, coverage requirements, and cost considerations. With access to multiple carriers, we ensure clients find policies matching their specific healthcare needs and budgetary constraints.
Medicare Planning
Specialized Medicare guidance helps seniors understand Part A, B, C, and D options. We simplify enrollment processes, explain coverage gaps, and recommend supplemental policies. Our certified agents provide ongoing support for plan changes and IRMAA surcharge considerations during annual enrollment periods.
Commercial Insurance
Custom commercial insurance packages protect businesses against property damage, liability claims, and operational risks. We offer property, liability, workers' compensation, and umbrella policies tailored to specific industries. Our brokers help businesses navigate complex coverage requirements and risk management strategies.
Retirement Planning
Integrated retirement planning services combine insurance products with investment strategies. We help clients develop income plans, manage tax implications, and protect assets through annuities and estate planning tools. Our CFP professionals ensure financial security throughout retirement transitions.
Home Insurance
Personalized home insurance policies protect against property damage, liability claims, and additional living expenses. We offer standard and specialty coverage for primary residences, rental properties, and unique homes. Our agents help clients understand policy details and select appropriate coverage limits.
People
Senta Curran
Company President
Certified Financial Planner with 25+ years of insurance expertise. Leads agency operations while maintaining active client relationships. Specializes in Medicare planning and retirement strategies. Holds CFP, MBA, ChFC, and CLU designations.
Sean Curran
Principal
Manages business development and strategic partnerships. Focuses on commercial insurance solutions and agency growth initiatives. Active in local business community through WALL Radio appearances and professional networks.
Katie Ross
Commercial Lines Specialist
Expert in business insurance products with emphasis on property and liability coverage. Assists business owners with risk assessment and policy customization. Maintains relationships with commercial clients across Hudson Valley industries.
Alicia Gutierrez
Agent
Licensed insurance agent providing personalized coverage solutions for individuals and families. Specializes in health insurance and Medicare plans. Focuses on client education and policy comparisons to meet specific needs.
Karen Schuster
Medicare Associate
Dedicated Medicare specialist helping seniors navigate enrollment options and coverage changes. Provides one-on-one consultations to explain plan benefits and coordinate with existing insurance policies.
Questions
What types of insurance do you offer?
We provide health, life, Medicare, commercial, auto, home, and business insurance, along with retirement planning services.
Do you specialize in Medicare planning?
Yes, we offer comprehensive Medicare guidance including enrollment assistance, plan comparisons, and supplemental coverage options.
Are you available outside regular business hours?
We offer appointments by request outside standard Monday-Friday 9AM-5PM hours at all locations.
How do you help businesses with insurance needs?
We create customized commercial packages combining property, liability, workers' compensation, and specialized coverage options.
What areas do you serve?
We primarily serve Hudson Valley with offices in Pine Bush, Montgomery, and Goshen, New York.
Can you help with retirement planning?
Our CFP professionals integrate insurance products with investment strategies for comprehensive retirement planning.
