PROTECTING YOUR BUSINESS TODAY, INVESTING IN YOUR FUTURE

 

When you choose Wharton/Lyon & Lyon as your insurance broker, you not only make a sound investment in the immediate security of your company or organization, you make an investment in its future success as well.  We are committed to helping clients achieve their long-term financial goals and plans for growth.  So great is our commitment that many clients consider us business partners.  And that is exactly how it should be.  Because how well we manage your risks has a profound impact on your profitability and your ability to achieve certain goals.

Wharton/Lyon & Lyon has put its skills to work for thousands of clients ranging from financial institutions, schools, manufacturers and service industries to non-profit organizations, contractors, wholesalers and retailers.  Contact Wharton/Lyon & Lyon today.

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Trusted Choice

Trusted Choice

Trusted Choice agencies are insurance and financial services firms whose access to multiple companies and commitment to quality service enable us to offer our clients competitive pricing, a broad choice of products and unparalleled advocacy.



As a Trusted Choice agency, we are dedicated to you and are committed to treating you as a person, not a policy. This commitment means we shall:

  • Work with you to identify the insurance and financial services that are right for you, your family or your business, and use our access to multiple companies to deliver those products.
  • Guide you through the claims process for a prompt and fair resolution of your claim.
  • Help solve problems related to your coverage or account.
  • Explain the coverages and options available to you through our agency, at your request.
  • Return your phone calls and emails promptly and respond to your requests in a timely manner.
  • Provide 24/7 services for our customers, offering any or all of the following: emergency phone numbers, Internet account access, e-mail and call center services.
  • Use our experience and multiple company relationships to customize your coverage as needed.
  • Commit our staff to continuing education so they may be more knowledgeable in serving you.
  • Treat you with respect and courtesy.
  • Conduct our business in an ethical manner.


We pledge this to you our clients, and ask that you let us know if we fail to meet our commitment, so we may take corrective action.