Single Family OfficeRIA · CRD 151047

Updated:

Courter Financial

Courter Financial Services, LLC is an independent insurance agency providing comprehensive coverage options for individuals, families, and businesses.

Courter Financial

Courter Financial Services, LLC is an independent insurance agency providing comprehensive coverage options for individuals, families, and businesses. It focuses on personalized service and tailored solutions to meet insurance needs. It offers comprehensive insurance products and services to help protect assets and financial security.

General information

Firm type

Single Family Office

Year founded

1972

Location

Region

North America

Country

United States

Principals

Robert J. Courter (Bob)

Insurance broker / tax preparer / Founder

Justin P. Doherty

insurance Broker / tax preparer

Tasha E. Strouse (Courter)

Insurance broker / office manager

Frequently asked questions

Who is the principal behind Courter Financial?

The identity of the principal or family behind Courter Financial, LLC has not been publicly disclosed. The firm's registration documents list the required legal representatives, but the ultimate beneficial owner and the source of wealth remain private.

Where is Courter Financial headquartered?

The specific headquarters location and office address for Courter Financial, LLC are not publicly disclosed. The firm's corporate registration places it within the United States, but no further geographic detail is available from public filings or media reports.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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