About Orion Financial Services LLC
A Message from the Owner
When I decided to start Orion Financial Services, my goal was to help our community by partnering with honest and dedicated agents who prioritize value at every interaction. My extensive experience in client support across various business ventures shaped my approach to customer service.
In the insurance industry, many perceive it primarily as a sales-focused environment, where interactions often center around closing deals. However, I believe that customer experiences are deeply influenced by the relationship between clients and their agents.
Unfortunately, I’ve observed too many agents driven solely by sales numbers, adopting a “close the sale” mentality. This approach overlooks the essential principle of putting the client first, which I firmly believe should be at the heart of our work.
At Orion Financial Services LLC, I lead our team with a holistic philosophy. Our commitment is to educate and inform you, focusing on your needs and advocating for your best interests. This approach not only fosters our agency’s growth but also ensures we remain a trusted insurance advisor in your life.
Why Education Matters
I am passionate about empowering our clients through education. An informed customer is better equipped to make decisions, avoiding costly mistakes. When faced with complex insurance options, having comprehensive information allows you to make well-thought-out choices.
Why Advocacy is Essential
Our role is to find affordable solutions that cover the risks you choose to transfer and minimize your liability. This commitment benefits both you as a customer and Orion Financial Services LLC.
Why I Want to Help
Our agency is dedicated to placing your risks with carriers and risk aggregation groups that assume your liability for a fee. This is the fundamental principle of insurance. In the event of an accident or insurable event, your liability should not overshadow your financial security or well-being.
My team and I work closely with you to identify risks and provide strategies for mitigation. We serve families, small and medium-sized business owners, students, and retirees, helping you maximize protection while minimizing costs.
Our Commitment to You
We take the time to listen attentively and make recommendations based on your personal or professional needs—not on our bottom line.
Your best interests guide every decision we make. As the saying goes, “Treat people the way you would want to be treated.” For us, this means treating you with care, respect, and passion. We are committed to going the extra mile for every client because it aligns with our values and is simply the right thing to do.
Accessibility and Convenience
To ensure your comfort, we offer in-person appointments at our offices located in New Haven, Berlin, Norwalk, Stamford, Hartford, Greenwich, Rye, White Plains, and New Rochelle. We strive to provide you with the convenience you need when meeting with our agents.
Thank you for considering Orion Financial Services LLC as your trusted insurance partner. We look forward to working with you.
With Warm Regards,
GH