Full-Service Consulting Firm

The problem with having different brokers from different firms handling all of your
insurance needs is that they don't work collaboratively together as a TEAM.  You need
specialist in each area that collaboratively work as a TEAM on your behalf.  At Apex, we
have multiple divisions with specialists in each area that work together, coordinating your
insurance, financial and tax needs.  Our firm's divisions include:

  • Employee Benefits (health, dental, vision, 401K, etc.)
  • Workers' Comp
  • General Liability Insurance
  • Life Insurance
  • Retirement Planning
  • Strategic Tax Planning
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apex virtual broker                18301 von karman avenue . suite 950 . irvine . ca . 92612