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Our firm works with business owners and professionals to help them take excellent care of their families and their employees. If you own a small business or professional corporation, let's have a conversation. What matters most to you is what matters most to us!

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Retirement Planning

Guiding individuals to ensure that lifestyle and retirement goals are achievable.

Our Valued Partners

 
 
 
 

Client Appreciation

Many thanks to Erin & her team for outstanding Group Benefits. The online platform is outstanding and if need help with anything, my questions are answered in a very timely fashion. Thank you very much!

Best service, affordable, great for small size we were and for our growth!! Always available to help!! No question is too small 🙂 Love Vanessa, Erin, Dana-just sayin!! Best team, feel like family!!

Another year and we are so happy with our benefits and your company. You have us for life. Thank you for the great service. So easy to make claims and we couldn’t be happier. Thank you.

Alta Vista has been extremely helpful with everything from our personal life insurance to helping make things easier for us as new buisness owners, they are always friendly and patient.

We really appreciate the team at Alta Vista under Dana’s leadership! We feel like you are partners in our work and striving to get us the best rates for the service provided. Thank you!

Working with Alta Vista and the Chamber Plan has been great. The plan is simple to administer and we can always count on the support from the team at Alta Vista.