Nick Doud, Clcs Email & Phone Number

West Chester, Pa

I have had the pleasure of learning from some of the best insurance minds who have been protecting their clients for decades. In an industry that demands knowledge and care for businesses, that have ever changing needs, my top priority is to provide the peace of mind for business owners that their broker has the latest news and product information from the highest rated carriers around. Our agency has positioned itself with a very unique opportunity to bring a whole new way that businesses can know they are receiving the best possible insurance packages available on the market. We have set up relationships that allow me to receive quotes from over 40 different commercial insurance carriers. This allows me to be your insurance adviser all while exhausting the most options available in protecting your business and bottom line.Feel free to reach out to me anytime with questions or concerns, I am always happy to help!

Upper Chichester And West Chester (Pennsylvania)

Tax situations and laws change every year! I have been helping clients file and explain their personal tax returns because when it comes to tax code there is always something new to learn.

West Chester

Helped work with executive assistants to ensure that Advisors were prepared for client meetings.Some duties included running Morningstar reports and finalizing financial review proposals for delivery. I also helped train future interns at office procedures and document scanning processes to help the firm become paperless.