LOCAL INSURANCE AGENCY

Colonial Financial Services is your trusted local insurance agency with 40+ years of experience. We aren’t just some 800 number you call. We are located in Rutland, VT and cover the entire State for Medicare, Critical Illness, Life, and Annuity. We are happy to come to you. Our primary focus is personal one on one service, building relationships over time, helping to meet our client’s needs, goals, and dreams through a relaxed dialogue. Call 802-775-1500, text 802-236-7149 or click the contact tab anytime it's convenient for you, and we will get back to you in a timely manner.

Insurance Services — Rutland, VT — Colonial Financial Services

Services We Offer

We seek to provide the information you want with no pressure, no worries. We are independent insurance agents that work for you, not the insurance company. We know and use many secure and competitive insurance companies in the following areas.

Medicare Insurance Coverage

We help with every aspect of Medicare coverage. We can assist you in getting Medicare, and help identify the right Medicare Advantage Plan, also know as Medicare Part C, or Medicare Supplement Insurance with Medicare Part D Rx plans for your situation. We're independent brokers so you can be assured it's the right plan for you, both cost and benefits. Make Medicare easier and contact us.

Life Insurance Coverage

Make Life Easy. We know all the life insurance options can be confusing. We genuinely listen to your needs and goals and provide the education so you are confident you have the right type of policy; Term, Universal, Index Universal, or Whole Life, and the best way to qualify through Guaranteed, or Simplified, or Full Medical Review. Since we’re independent, we can find a plan most affordable for you. Give us a try, you'll be glad you did.

Index Annuity

Annuities

Annuities and the new hybrid Index Annuity are a fantastic way to grow your funds without market risk. Turn your savings into guaranteed income for life and still have access to the funds! We use the most competitive insurance companies with high financial ratings. Call or text today to learn more!