Financial Institutions

Financial Institutions face an assortment of complex operating, regulatory, financial and legal liability risks in a volatile and diverse environment. In addition, the results-oriented operating performance pressure inherent with financial firms also add to these risks and the importance of protecting the organizations assets and reputation. Let the experts at the Hotaling Group guide you in your FI property and casualty insurance needs. Our highly qualified staff specializes in providing white glove servicing leaving you with a carefully constructed insurance program anchored by robust insurance policies at very competitive rates with special attention to professional liability and management liability. In addition to program design, the Hotaling Group also brings superior expertise in claims advocacy and loss control so the organization functions at its best. We provide a high-level of expertise not just for insurance for the organization but also for the organization’s individual directors and officers, where we pride ourselves at being one of the best in the industry. We are proud of our very high client retention rate we enjoy, as we value client satisfaction and understand the importance your insurance program and broker servicing is for your operations to run smoothly overall.

We service the sample following types of financial organizations:


•Commercial Banks
•Investment Banks
•Private Equity Funds
•Brokerages
•Investment Companies


•Savings & Loan
•Credit Unions
•Hedge Funds
•Non-Bank Financial Institutions
•And more.



Find out more about what the Hotaling Group can do for you by emailing us at kb@hgfin.net or calling us at 646-539-3721.