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228 Hamilton Avenue
Suite 300
Palo Alto, CA 94301

LinkedIn

Robert M. Cheney, CFA, CFP®

650.233.9122

 

Insurance Services Partner: First Allied Insurance Services

The First Allied Insurance Services team ensures that WWS has access to the products and programs clients need to help protect themselves and their loved ones from life’s risks. Our insurance products are extensive and cover the wide-ranging scope of risk management needs, including basic insurance such as life, disability and long-term-care insurance, as well as insurance-based wealth solutions like qualified plans, estate planning, and annuity products.

The Insurance Services team works with more than 30 top-tier insurance carrirers, allowing us to offer a full-service insurance program. In addition, First Allied’s Insurance Services team has the experience to handle even the most complex insurance cases, as well as utilizing dedicated underwriters. We take the time to work with you to ensure you have the appropriate combination of insurance products and strategies for your unique situation.