About Us

About Us

We beleive that the diversified needs of our clients require a holistic approach to planning which includes a broad cross-section of insurance and financial concepts. With our independent philosphy, we consistenly research and create plans utilizing best in class solutions. 

With Health Care costs rising and with people living longer, there is a great concern that they will outlive their assets.  Jolles Insurance and Financial looks at the whole picture and is ideally positioned to incorporate insurance and financial solutions as well as wellness strategies to assist clients through every phase of life. 

Health Care Reform will have a major impact on all Americans starting in 2014.  With the ever changing face of healthcare, Jolles Insurance and Financial stands as a leader in helping clients and the community navigate through these changes.  

We utilize all of our vast resources to provide our clients with the highest quality financial and insurance solutions. We have strong long term relationships with attorneys, accountants, property and casualty agents and other professionals which enable us to bring added value to our planning process. Please call us if you have any questions about our firm or the range of financial products and services we provide. 

 

Our History

Brian started his career with the New York Life in 1983.  In 1985 Brian founded Jolles Insurance, an independent insurance brokerage firm, so that he could offer his clients the most competitive group insurance and employee benefit services on an independent basis.    In 1993, Brian was joined by his wife, Lisa Jolles, and over the next 20 years, Lisa built an agency support team that sets the standard for service in the employee benefit industry.  For the past 28 years, Jolles Insurance has helped thousands of employer groups and individual clients through their comprehensive research, creative plan design and superior service.

Recognizing that owners, managers and employees have individualized needs that change throughout their life cycle, Brian focused on developing a broad based platform to offer individual health insurance, life insurance, disability insurance, long term care and financial services.  Using the same independent broker advantage that Jolles Insurance was founded on, clients receive the most up to date research, the most competitive options and the Jolles trademark for service.

To better serve clients, Jolles Insurance & Financial Services was formed to address financial planning and retirement planning.  Brian Jolles is affiliated with Questar Capital, an independent Broker Dealer, which allows Brian and his team to focus on a client’s health and wealth and continue the same principals of offering extensive research, highly competitive broad-based options and superior service.

Jolles Insurance & Financial goes way beyond the typical brokerage firm in their focus on protecting and building on health and wealth.  In 2006, Brian Jolles founded We Promote Health, a 501c3 non-profit organization focused on promoting wellness in schools, workplaces and community.  Brian is currently working on his 4th certification through WELCOA, the nation’s premier resource for Workplace Wellness.  As Brian says, “our client’s health status is everything”.   At Jolles Insurance & Financial, the mission is to do everything they can so that the client arrives at retirement with the right level of insurance and the wealth and health status to enjoy a long successful retirement.    

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck