Savvy Insurance Services, Inc.

About Savvy Insurance Services, Inc.

Savvy combines technology and human financial advisors to provide wealth management services. The firm delivers personalized financial plans and investment strategies tailored to individual client goals. Savvy's advisors are located across the U.S. and can be found through their online search tool, with a focus area for each advisor. The company offers a dashboard for clients to track investments and progress towards financial goals. Savvy targets a wide range of clients, offering specialized services, such as P&G employee benefits and small business tax planning. Savvy has over $3 billion in assets under management.