Losey Insurance and Financial Services provides insurance for successful individuals and businesses.
We are your private client risk advisors.
Since 1985, our practice has provided property and casualty insurance coverage to successful families throughout the United States. With expertise in the industry, we work with you to protect your personal and business assets and investments.
Securing your financial future.
For over three decades, our practice has been focused on putting the needs of our clients first. We do this by working closely with you to develop lasting relationships while assessing your goals to help you protect your investments and secure your financial future.
Risk management strategies.
Creating the ultimate risk management strategy starts with understanding your unique goals and needs. It also requires that you know and understand the extent of the insurance options available to you. With thorough, easily understood explanations, we give you everything you need to make an informed decision. Because when it comes to protecting your lifestyle and your assets, we are here for you every step of the way.
Experienced team with successful results.
Our experienced staff has extensive personal and professional experiences with varied college degrees ranging from finance and accounting to audit and legal, with professional designations and qualified representatives. They are licensed to sell a variety of insurance and investment products and have the expertise necessary to help you pursue your goals.
Specialized coverages throughout the U.S.
We specialize in a variety of insurance solutions for our clients throughout Baton Rouge, LA and throughout the United States. Our specialties include private client insurance, auto insurance, classic car insurance, valuable possessions insurance, excess liability insurance, life insurance, as well as specialty coverage for watercraft, yachts and personal aircraft. We also offer niche commercial insurance; primarily office exposures.
We are actively involved in the community, frequently volunteering with the American Heart Association, the American Cancer Society, the Junior League of Baton Rouge and various local churches.
Credentials & Affiliations
- Chartered Private Risk & Insurance Advisor
- Admitted Louisiana Bar Association
- Institute Internal Auditors
- American Institute of Certified Public Accountants
- MDRT: Top of the Table
- LSU100: Fastest Growing Tiger Businesses
As an independent insurance agency we have great relationships with many well-known, reputable insurance companies, giving you the power of choice.
Our insurance advisors have years of experience in the insurance industry and serve as your advocate from selecting coverage through filing a claim.
Our insurance advisors have a strong passion for insurance and protecting what you value most in business and in life. We treat our customers like family.