Our Approach

Integrity

We have a firm commitment to improving life for our customers

Experience

We've been helping people in the North State since 1993

Service

We are well known in the area for our dedicated customer service

Local

Conveniently located near Interstate 5 & Hwy 44

We are:

Prudent: Our recommendations are based on solid evidence, data, and decades of experience.
Transparent: We are committed to making sure you fully understand and are apprised of everything we do.
Dedicated: Maxwell Insurance and Financial is dedicated to helping you reach your financial goals.

Insurance can help keep a bad day from becoming a bad life

By 2050, the number of people using long-term care services is expected to double. (Caregiver.org, January 31, 2015). Long-term care can be expensive for both you and your loved ones. But you can take control. With long-term care insurance, you can help ensure that your life changes don't become a financial burden for your loved ones.

Judy Maxwell
The average cost of bodily injury claims from auto accidents rose more than 30% in the last decade. (InsuranceJournal.com, Oct. 7, 2015). If you are uninsured or under-insured, this could mean a lifetime of payments and added stress. Being prepared for an accident with comprehensive insurance is not only smart - it’s the law.

Judy Maxwell
You’ve worked hard to provide stability for you and your loved ones. But what will they do without you? A sudden death of a provider can not only be emotionally traumatic, it can easily be compounded by the financial stresses that accompany the loss. With the use of insurance, we can help ensure your family will have a financial safety net in the event of your death.

Judy Maxwell

Our Investment Philosophy

We believe that one of the best things we can do for our client's financial welfare is to educate them. An educated investor with a long-term perspective is more likely to succeed. When you work with us, we make sure to carefully explain principles of investing such as:

How risk is related to return
What is diversification
Potential impact of asset structure on performance

We don't just tell you what to do - we help you become a competent investor in your own right.

Questions? Please Call: (530) 221-0441