We are happy to work with other advisors or even compete with them for your business. In fact, we will happily give you a no cost or obligation second opinion to help you evaluate a new plan or the one you currently have. Being involved with us will keep everyone in your financial life on their toes.
We work well with customers who want to be highly involved in the process, as well as those who take a hands-off approach but want to be sure they have professionals they can trust.
Many who purchased Universal Life insurance in the 80’s and 90’s are facing sharp premium increases and the real possibility their policies will lapse. We can evaluate your policy and advise you on the next steps to take.
Mentoring is important to those who share the award-winning credentials we have, so we make giving back a high priority. Some of our public service initiatives include:
- Providing insights to small business owners.
- Authoring and producing value-driven financial documentaries which are nationally distributed on Public Television through the National Educational Television Association, and provided to schools and organizations across the country.
- Supporting special needs organizations and efforts to promote healthful outcomes, educational interventions and goodwill.
The great part about working with us is our fantastic staff. Our staff members have been with us longer than many local firms have been in business. Although retired now, Cap Averill Sr. started the business in 1958.
The Averill name has been in business
for nearly 60 years.
for nearly 60 years.
Our team has over 300 years of cumulative experience in the industry.
Mr. Averill co-anchored the Public Television documentary “Wants and Needs” with Gordon Ward. He has been featured as a guest on WTOL’s THE LEADING EDGE with Jerry Anderson, WTVG’s CONKLIN and COMPANY, FOX NEWS and WSPD.
He studied at The University of Toledo, The Ohio State University, and University of California Santa Barbara. He continuously engages in additional educational pursuits and achievements in his field.
He has won international awards for his documentaries and independent films at the Hollywood International High Definition Festival, Paramount Studios Hollywood, International Wildlife Film Festival, Montana Cinefest, and Ozark Mountain Film Festival.