White Glove Service

Dedicated to helping financial representative's clients with their property, casualty, and commercial insurance needs.

CGM is a full service agency that specializes in working with financial advisors to offer property & casualty insurance solutions to their clients. We do all the work in getting indications of coverage on policies and get them placed with some of the top insurance companies in the county and we routinely monitor the policies to make sure they have the best rates and coverage available. 

About Us

Protecting Futures


We have years of insurance experience helping clients prepare for the unknown. Ask us about:

  • Home
  • Auto
  • Fire
  • Flood
  • Commercial

We can access many different insurance products so you can get the right one for you.

Assessing Need


Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price.

Building Relationships


Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets.

Featured Carriers


Contact Us

Corporate Headquarters

CGM Risk Management and Insurance Services, LLC

2300 East Katella Avenue, Anaheim, California 92806

(844) 801-2478 CA Insurance License # 0M14451


Monday - Friday: 8:30 am - 5:00 pm

Saturday: Call for Appointment

Sunday: Closed

Pennsylvania Regional Headquarters

CGM Risk Management and Insurance Services, LLC

191 Presidential Boulevard Suite W-1, Bala Cynwyd, Pennsylvania 19004, United States

(844) 801-2478