09:00 – 06:00

Monday to Friday

Jimmy Carter Blvd.,

Norcross, GA 30093

770 246 4698

09:00 – 06:00

Monday to Friday

Jimmy Carter Blvd.,

Norcross, GA 30093

770 246 4698

Sound Retirement Advice

Life insurance IUL policies offer tax-deferred
cash accumulation for retirement while maintaining
a death benefit.

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Investment Guidance

We bring proven industry expertise
in driving our investment approach.

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Commercial & Personal Insurance

Workers' compensation General liability
Home Auto Life Health(ACA).

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Mission Statement

It is the mission of Santa Cruz Financial Services (SCFS)

to provide its policyholders peace of mind and protection

which fulfills their ever changing needs through a commitment

to profitability, financial stability, excellent customer experience

and professionalism.  .

We are a full-service independent insurance agency, which means that our agents shop a network of trusted insurance providers on your behalf to help you select the right policy for a price well within your budget. We take pride in our careful evaluations of your unique needs in order to find the most suitable policies, taking the hassle out of buying necessary coverage.
Our goal is to make the process of purchasing insurance as simple as possible while offering individualized attention to each customer.

Frequently Asked Questions

What kind of insurance coverage do you provide?

COMMERCIAL LINES
Business use our products to insure their facilities, cover special risks and guard against the damage that an interruption in business operations can cause.

PERSONAL LINES
Our personal insurance products provide protection for homes, personal valuables, automobiles and more.

SURETY BONDS
Admitted carrier in all 50 states and has the capability to write business in Canada and Puerto Rico.

LIFE
Term Life
Whole Life
Universal Life
Change Policy
Change Beneficiary

HEALTH
Supplemental Health
Medicare Supplement
Individual Medical
Affordable Care Act (ACA ObamaCare)
Change Policy

Do you offer individually tailored investment plans?

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How would I go about planning for my retirement?

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Request a Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also Send Email if you would prefer.

For Businesses: Do you have questions about how Broker can help your company? Send us an email and we’ll get in touch shortly, or phone 770 246 4698 between 09:00 and 06:00 Monday to Friday — we would be delighted to speak.

Note: Your details are kept strictly confidential as per our Privacy Policy.

Your Name:

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Your Email: Optional

Your Phone Number:

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