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High Net Worth
Private Client GroupHeffernan Private Client Group provides personal risk management solutions to affluent individuals and families. These clients deserve more than off-the-shelf insurance products and services. Special property deserves special insurance coverages. Just as you would consult an attorney with legal concerns, the same principal applies to personal insurance matters. At Heffernan Private Client Group, our insurance professionals are prepared to offer you unparalleled service and greater coverage as they manage your personal insurance program. What does Heffernan's Private Client Group cover?
Special Services for our Customers:
Contacts: Palo Alto - Jenny Duncan, Ph: 650-842-5252 Petaluma - Deb McGreenery, Ph: 707-789-3068 San Francisco - Lacey Garrison, Ph: 415-808-1373 |
What Our Clients are Saying:" I have been a Heffernan client for many years and for good reason. I receive sound advice year after year on how my personal insurance program should be structured by a broker that truly understands my needs. I have been extremely pleased with Heffernan's personalized services and I have every confidence that you will be equally impressed." |
