Business or personal, we help you plan for your future.
Ozanne & Associates was founded by Porter Ozanne, Jr. in 1950 as an insurance and estate planning company. Mr. Ozanne prided himself on strong relationships with his clients. Because of those relations, the business grew over the years, and today, the family tradition continues with Porter’s son Buddy (Chartered Financial Consultant, Chartered Life Underwriter, and Accredited Estate Planner).
At Ozanne & Associates, we sit down with each of our clients so we can understand your insurance and estate planning needs – both business and personal – before making a recommendation. Because we are an independent operation, we are able to offer the best, lowest-cost mix of products to you.
What we do for you.
- Risk Management Analysis
- Business Insurance
- Personal Insurance
A new paradigm with Wealth Services Alliance.
Traditional financial management is conducted in silos. A CPA for taxes, an investment advisor for portfolios, and an agent for risk management solutions - each working independently without interaction, without communication. In most cases, it’s up to the client to make everything work together.
We believe there’s a better way.
At Wealth Services Alliance, insurance and estate planning are an important piece of your overall capital strategy. Through our relationship with McKinnon, Wootton & Associates and Probity Advisors, we are also able to provide tax services, financial planning, and portfolio management. Simply stated – we can customize your entire financial picture.
