About Us

Money Doesn’t Come Without Guidance...

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We are Claremont Group

Claremont Group’s growing team of experienced representatives average more than 20 years of industry experience and have strong backgrounds both in banking and insurance. They are respected for providing a personal perspective on a client’s particular experiences. They possess exemplary communication skills which help our clients reach a comfortable decision on their future course of action. Claremont Group’s team has the expertise and all required licenses to counsel customers. Project knowledge is crucial, as is evident by their superior customer success track records. Many of our group members have worked as managers and mentors for other professionals, and, as a result, they effortlessly work together to help solve even the most difficult challenges for customers.

Value of our

Claremont Group is the nation’s leading resource in asset retention. We partner with insurance companies as they seek ways to conserve relationships with annuity owner customers.


Years of Experiences


Clients We've Worked With


Million in Sales


Year Founded