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Our Firm
The Bruce Agency: we are a family-owned business; husband and
wife, two professionals working side by side, proud to offer our
community a full service Independent Insurance and Retirement
Planning and Retirement Plan Management practice. We are committed to our clients by
supporting, improving and protecting their financial future. We
do this by maintaining a comprehensive level of professionalized
service and integrity.
Jimmy C. Bruce
As an Insurance Specialist, I will review your entire insurance
portfolio, business, personal (home, auto), health, life- then
customize to suit your needs for your financial stability and
growth.
Stephanie R. Bruce
As a Retirement Income Specialist, my focus is on corporate and
individual retirement planning. I will evaluate your financial
situation, needs, goals, estate planning, business planning and
life solutions by considering all the details that can affect
your life.
Our Goal:
To help our clients enjoy a greater financial future and a
higher quality of life.
Our Mission:
Our desire is to make sure our clients have the flexibility to
live the life they choose.
Our Process:
As a team we are able to evaluate in detail and monitor your
financial plan.
Life has many changes - we can guide you through them.
Disclaimer: This material is not intended to replace the advice of
a qualified tax or legal professional. Before making any financial
commitment, consult with your tax advisor or attorney.
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