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Wallstreet Insurance Group
, Jefferson City, MO (573) 636-3222
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Address 211 Marshall St. Jefferson City, MO 65101 Hours Monday 8 a.m. - 4:30 p.m. Tuesday 8 a.m. - 4:30 p.m. Wednesday 8 a.m. - 4:30 p.m. Thursday 8 a.m. - 4:30 p.m. Friday 8 a.m. - 4:30 p.m. Saturday closed Sunday closed Business Services Group Benefits (Life & Health), Individual Benefits (Life & Health), Property Insurance, Casulty Insurance, Brokerage/Asset Managed Accounts, IRA’s, Annuities, Uniform Gift to Minors, Mutual Funds, 401k/ Pension Plans, Real Estate Investment Trusts, 403b Plans, 529 Plans
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Business Type: /Wallstreet Insurance Group is a full service insurance, group benefits, and financial services agency. Our team is comprised of proven professionals with expertise in an array of specialty fields. A fiercely independent agency, Wallstreet Insurance Group prides itself on providing objective advice and solutions to our clients.
The guidance offered by our team of advisors is complimented with an in-house service team. At Wallstreet Insurance Group, service and customer satisfaction isn’t only a goal, it’s a promise we uphold everyday.
Today’s economic pressures present unique circumstances and challenges to our insurance and financial services clients. Our clients’ objectives are as diverse as their home range. Clients come to us from every corner of the state, some with national and international service needs. No matter the logistical demands of your business or the complexity of your circumstances, Wallstreet Insurance Group stands poised to assist you and your workforce.
Whether you are looking for an advisor to help manage and control the costs of your group benefit plans or you are ready to reevaluate your financial goals or personal insurance coverage, we are confident in our ability to address your questions with a solution from an agent or advisor in one of our specialized divisions.
The Future Looks Bright:
As the landscape of our economic and financial world continues to shift, Wallstreet Insurance Group stands ready to guide you, your family, and your workforce to a suitable insurance and financial solution.
If you are a current client, we thank you for your patronage. If you are a prospective client or simply have an insurance or financial services question, we hope you give us the opportunity to earn your trust and business.
Please take a moment to meet our team members and the products and services we offer at Wallstreet Insurance Group. Thank you for visiting our website! We look forward to working with you in the near future!
Before buying insurance, decide what is right for you and your family. Don't forget, your family also may be protected by such plans as Social Security, veteran's benefits, or other savings plans.
Lee Wilbers, CFP, CCU, RHU, LUTF, Owner/Agent Randy Lueckenotte, RHU, LUTCF, Owner/Agent Larry Vincent, Owner/Agent Dick Peerson, Owner/Agent Ron Arnold, System Administrator Danny Bates, Agent, Affiliate Office, Farmington, MO Amy Berhorst, Agent/Account Executive Tonya Berhorst, Agent/Executive Assistant Shannon Brenneke, Agent/Account Executive David Cliburn, Agent/Account Executive
Answer Our Structure:
Wallstreet Insurance Group is comprised of three separate entities, all of which are housed in the same location, working as a team to provide our clients with a complete array of insurance and financial service solutions.
Wallstreet Insurance Group:
The parent company and marketing name for our agency, Wallstreet Insurance Group also functions as the service, brokerage, and advisory division for our group benefit clients. Today, employer sponsored group health and welfare plans makes up the largest division of Wallstreet, both in clients served and employees dedicated to that service. Individual life and health clients are also serviced by specialist within this division of Wallstreet.
Wallstreet Financial Group:
The original foundation of Wallstreet’s purpose and competency, Wallstreet Financial Group provides financial advice and service to our family and individual clients as well as employer sponsored retirement plans. Clients utilizing the services of our financial team will find objective guidance and advice in navigating today’s financial markets. Our team of advisors offers independent financial and insurance based solutions to help clients meet their financial goals and objectives.
Wallstreet Insurance Agency:
Originally the Nelson Vincent Agency, specializing in property and casualty insurance, Wallstreet Insurance Agency was merged under the Wallstreet umbrella of companies to complete the spectrum of insurance solutions available to our clients. Our property and casualty team is comprised of independent agents who represent numerous carriers, insuring each client is provided with the best coverage at the most affordable price. A service team specifically focused on the needs of our property and casualty clients is also housed within this division of Wallstreet. Question What life and health options do you offer for groups? Answer We offer several different options for group benefits:
Group Medical
Group Long-Term Disability
Group Short-Term Disability
Group Life and AD&D
Group Dental
Group Vision
Group Long-Term Care
Group Catastrophic Indemnity
Section 125 Administration
COBRA
HRA Administration
Wellness Programs
EAP Administration
Legal and Identity Theft Protection Answer We believe our mission statement says it all.
The Mission of Wallstreet Insurance Group:
1. Provide the best possible insurance and financial products and solutions at the most affordable price so as to meet our client’s continuing needs.
2. To deliver unsurpassed service to achieve 100 percent client satisfaction in order to keep our clients – our clients. Question What are my individual options for coverage? Answer We offer Individual health, medicare supplement, Medicare Part D, Individual and spouse Long-term care, life, dental, Catastrophic Indemnity, and Annuity.
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