WELCOME TO FINESSE & ASSOCIATES

Leading the Way in Financial Education & Real Estate Servcies for Local Families

PRACTICE AREAS

OUR SERVICES

LIFE INSURANCE

At Finesse & Associates, we specialize in educating families about the diverse options available within the industry. Our commitment is to provide personalized recommendations that align with your specific needs and budgetary considerations.

MORTGAGE

Our client relationships go beyond mortgages, providing education and guidance for first-time homebuyers and those looking to consolidate debt through home equity.

INVESTMENTS & RETIREMENT

Develop an investment plan tailored to your unique objectives. Our programs provide a flexible investing approach, allowing you to choose strategies that align with your goals, risk tolerance, and investment philosophy. Whether your focus is to build or safeguard your assets or to generate income during retirement, our consultants are here to navigate the complexities of investing with you.

DEBT CONSOLIDATION

Many individuals carry various forms of debt, such as credit cards, mortgages, and loans. Primerica acknowledges the stress of debt but offers guidance on how to effectively pay it down with a solid plan and discipline. Understanding the type of debt is crucial before exploring solutions.

AUTO, HOME & BUSINESS INSURANCE

No matter if it's for your car, home, or business, we have you covered. We offer competitive pricing to make insurance accessible across various aspects of your life, ensuring it aligns with your budget.

ID THEFT DEFENSE

We offer an affordably priced solution that addresses breaches or hacks involving personal data. Members can access consultation services from our Licensed Private Investigators. In the event of identity theft, one of our investigators will provide personalized, one-on-one guidance tailored to the individual's specific circumstances.

OUR VISION

ABOUT US

Finesse and Associates is an education-based marketing company in the finance and real estate industry. We specialize in helping the local families in basic financial planning which means helping people with their banking, their mortgage, their insurance, and saving for retirement. Our mission is to empower families with financial literacy and real estate services.