Your.Name is a Financial Services Agency based in Anytown, Michigan.

From banking and insurance to wealth management and securities distribution, Our dedicated financial services teams serve all major sectors of the industry.

Introducing.

MY.Agency Provides Services in the Financial Sector

Estate Planning & Retirement Planning

The foundation for investing starts with proper planning; setting goals, and knowing your net worth. As Planners, our job is to plan for your goals based on your risk tolerance.

Business Owners Policy

Providing comprehensive Business Owners Policy (BOP) insurance to fit the needs of your industry. We'll evaluate the needs of your industry and give you customized options in one policy.

Life Insurance

Whether you're looking for the affordability of term insurance, the lifelong protection and cash value of permanent insurance, or a combination of both, we have options to fit your needs and budget.

Our Services.

15+ Years of Experience in Financial Services & Business.

We help you make smart decisions
Our Mission

We help you make smart decisions

We believe our clients’ financial security and quality of life deserve the utmost dedication, expert advice and personal attention from a trusted partner. As your insurance advisor, we help you make smart decisions—protecting you from the unexpected and planning for the predictable.
Providing comprehensive Business Owners Policy (BOP) insurance to fit the needs of your industry. A BOP combines all different coverages into one policy to protect your small to medium-size business. We'll evaluate the needs of your industry and give you customized options.
Knowing what's happening is Good. Making it happen is Better.
Our Philosophy.

Knowing what's happening is Good. Making it happen is Better.

We believe our clients’ financial security and quality of life deserve the utmost dedication, expert advice and personal attention from a trusted partner. As your insurance advisor, we help you make smart decisions—protecting you from the unexpected and planning for the predictable.
  • Solutions Tailored for You.
  • High Quality Insurance Products.
  • Expert advice and personal attention.
Expert People.

Meet Our Professionals.

Bahrrett Thomas

Bahrrett Thomas

Founder & CEO
Patrick M. O'Connell

Patrick M. O'Connell

Management
Siggi Campel

Siggi Campel

Management
Bruce Wayne

Bruce Wayne

Business Executive
Together we'll develop clear & practical action plans
Free Consultation.

Together we'll develop clear & practical action plans

We focus on creating a comprehensive financial plan that is tailored to each individual client’s financial needs and goals.

Let's start your plan...