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Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Associated Insurance Agencies, Inc., we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Associated Insurance Agencies, Inc., you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Associated Insurance Agencies, Inc. is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Associated Insurance Agencies, Inc. today to see how Financial Planning can help achieve your goals.

Our Locations

Westerville Office

63 Commerce Park Drive
Westerville, OH 43082
Main office: 614-505-4033
Toll free: (800) 935-2335
Fax: 614-882-2340

Circleville Office

448 North Court Street
Circleville, OH 43113
Main office: 740-204-7218
Fax: 740-477-2701

Grove City Office

3793 Broadway
Grove City, OH 43123
Main office: 614-482-4058
Fax: 614-871-1299

Logan Office

67 North Market Street
Logan, Oh 43138
Main office: 740-204-7190
Fax: 740-385-1669

Newark Office

1335 Granville Road
Newark, Oh 43055
Main office: 740-204-7285
Fax: 740-344-3212

Pickerington Office

12927 Stonecreek Drive
Pickerington, Oh 43147
Main office: 614-548-8122
Fax: 614-866-7822

Xenia Office

508 North Detroit Street
Xenia, OH 45385
Main office: 937-813-6344
Fax: 937-372-2380

Our Providers

Testimonials

“I have been a client of Associated for about four years. Their customer service is unmatched when it comes to claims – we have had both auto and home claims with all of the recent wind damage in Columbus. Our agent Geoff Bishop is always looking out for our best interests, and our premium is LESS than it was with the company we switched from – with better coverage. I highly recommend them.”

Daniel D - Columbus, OH
“Best insurance company in Westerville! I have used Associated Insurance since 2003 when I started my own pest control business. Bill Bishop and Tim Bowers have helped me grow my business by managing my risk. They have kept their rates very low, but the customer service is where they shine from the competition.”

Anonymous - Westerville, OH
“I have worked with Associated Insurance and Geoff Bishop for several years. They provide great rates, super customer service (I have teenagers that keep learning to drive!!). They handle my autos and home. They go out of their way to find the right coverage and keep it accurate and up to date. Thanks Associated!”

Anonymous - Ohio