We're part of Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the U.S. LBW Insurance and Financial Services is a full-service, independent insurance and financial services agency based in the Santa Clarita Valley. Expert staff provide Property & Casualty, Life, Health, Long Term Care and Disability Insurance as well as a complete range of financial
services for both businesses and individuals. Licensed in all 50 states, LBW represents more than 300 carriers and customizes coverage to meet each client’s needs. The firm handily advises companies of all sizes and stages in the business life cycle. The firm has specialized expertise and programs in: entertainment, manufacturers and distributors, professional services, cyber and tech-sector, construction, restaurants, commercial real estate, and non-profits. Beyond its commitment to clients, LBW believes strongly in giving back to the community. The firm supports a number of charities and encourages its team members to actively participate in and lead their favorite non-profit organizations. CA Insurance License
Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. Foundation Risk Partners DBA LBW Insurance and Financial Services, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.