Business Details
17 Years
experience
Trusted Insurance & Tax Solutions in Rome, GA
Coosa Valley Financial Group was founded in 2009 with a commitment to delivering personalized financial solutions that extend beyond conventional boundaries. As independent agents based in Rome, Georgia, we specialize in insurance and tax services tailored to individuals, families, and businesses across Georgia, Alabama, Tennessee, and Florida. Our team is dedicated to understanding the unique needs of our clients, offering expert guidance in selecting optimal carriers for customized coverage.Recognized for excellence, including being named home to the best insurance agent in Rome by the 2023 Rome News Tribune, we combine local insight with global expertise. We actively give back to the community, donating time and profits to local charitable organizations. With over a decade of experience, we prioritize transparency, advocacy, and client satisfaction, ensuring that every policyholder receives the highest level of service and protection for their future.
Services
Auto Insurance
Home Insurance
Commercial Insurance
Life Insurance
Tax Preparation
Accounting Services
Boat Insurance
Motorcycle Insurance
Renters Insurance
RV Insurance
Details
- Year established: 2009
Highlights and features
- We offer personalized insurance and tax solutions tailored to Georgia residents' specific needs.
- Our team includes the best insurance agent in Rome according to the 2023 Rome News Tribune.
- We combine over a decade of local experience with access to top-tier carriers for optimal coverage.
- We provide comprehensive services under one roof, including insurance, tax, and accounting solutions.
- We actively support local charitable organizations through donations and community involvement.
Services
Auto Insurance
Coosa Valley Financial Group offers reliable auto insurance policies tailored to drivers' needs across Georgia and neighboring states. Our coverage options include liability protection, collision coverage, and emergency roadside assistance. We help clients secure policies that meet state requirements while providing enhanced protection against unforeseen accidents and financial liabilities.
Home Insurance
Our home insurance policies protect property investments against natural disasters, theft, and liability claims. We provide comprehensive coverage options including personal property protection, loss of use compensation, and ordinance/compliance coverage. Clients receive customized solutions to safeguard their homes and belongings while ensuring financial security during rebuilding processes.
Commercial Insurance
We offer tailored commercial insurance solutions that protect businesses from operational risks. Coverage includes workers' compensation, business interruption protection, commercial auto policies, and umbrella liability. Our agents help businesses across multiple states secure policies that mitigate risks while supporting long-term growth and employee safety.
Tax Preparation
Coosa Valley Financial Group provides expert tax preparation services for individuals and businesses. Our specialists maximize deductions while ensuring compliance with federal and state regulations. We utilize secure electronic filing systems and advanced software to deliver accurate returns, identity protection, and strategic tax planning solutions.
Life Insurance
Our life insurance products provide financial security for families during life transitions. We offer term and permanent policies that cover funeral expenses, estate taxes, and outstanding debts. Clients receive personalized guidance to select coverage that protects their legacy while offering peace of mind for loved ones.
People
Mark Busby
President, EA, Insurance Agent
Mark Busby co-founded Big Tax, Inc. in 2009 before leading its evolution into Coosa Valley Financial Group. With expertise in insurance and tax services, he continues to drive the company's vision of personalized financial solutions.
Gary Busby
Agency Operations Manager
Gary Busby oversees daily operations at Coosa Valley Financial Group, ensuring efficient service delivery across insurance and financial planning departments. His leadership focuses on maintaining the company's commitment to client-centered service excellence.
Cindy Bachman
Personal Lines Producer
Cindy Bachman specializes in personal insurance solutions, helping clients secure optimal coverage for homes, vehicles, and lifestyles. Her approach prioritizes understanding client needs and developing customized protection strategies.
Chris Tilley
Commercial Lines Producer, CLCS
Chris Tilley focuses on commercial insurance solutions, assisting businesses with risk management and policy selection. As a Certified Life Underwriting Consultant, he brings technical expertise to protect commercial clients' operational investments.
Brooks Busby
Customer Service Representative
Brooks Busby provides direct client support at Coosa Valley Financial Group, addressing policy inquiries and claims processing. His role emphasizes maintaining the company's reputation for responsive, personable service experiences.
Questions
What insurance services do you offer?
We provide auto, home, commercial, life, motorcycle, boat, renters, RV, and umbrella insurance policies, along with tax preparation and accounting services.
Which areas do you serve?
We serve clients in Georgia, Alabama, Tennessee, and Florida with personalized insurance and financial solutions.
Do you offer personalized policy guidance?
Yes, our agents assess individual needs to recommend customized coverage solutions that align with specific requirements and budget considerations.
What makes your tax services unique?
We combine electronic filing capabilities with advanced security measures and personalized tax planning to maximize deductions while ensuring compliance with current regulations.
Are you involved in community activities?
Yes, we actively support local charitable organizations through donations and community engagement initiatives as part of our core values.
Reviews (1)
Amanda Dunsmore
Oct 17, 2018
Report
One day my world came crashing down, I'll never be the same. They told me that my child was sick. I thought, "am I to blame"? I don't think I can handle this. I am really not that strong. It seemed my heart was breaking. I have loved him for so long. I will not give up on this child. I will listen to your advice. I will give my child any chance. No matter what the price. I will learn all that I need to help my child thrive. I'll even use that picc line and meds. My child mustsurvive! Will he need a lot of therapy? Will he gain the needed weight? Please God, help me do this. I will accept our fate
