Parkstone Financial Services – Just another WordPress site

Welcome to Parkstone Financial Services

Parkstone Financial Services is a multi-faceted financial products and services Investor, Advisor, and Market Developer. With over 100 years of combined insurance, advisory, and benefits experience, we bring the following advantages to our clients and partners:

Benefits program developer and provider for all scale of clients: from individuals to million-member groups and Fortune 100 companies
Cumulatively served over 30 million members
Access to traditional and custom markets not always available to others
Proven capability to flawlessly execute = track record of satisfied clients
Significant senior management, advisory, M&A and investment experience

Benefits Solutions

We design, develop, deliver, and market customized, comprehensive benefit programs for groups and individuals

Health & Life insurance needs
Property & Casualty
Ancillary insurances and benefits
Portfolio of customizable lifestyle, financial, and business products and services – not available to general public and offered at a discount

Advisory Services

We leverage deep relationships and contacts across the Insurance and Finance industries for partner and client benefit

Board of Directors/Advisors roles
Strategic Advisory: Corporate, Finance, Sales & Marketing, and Product initiatives
Client Relationship development
Interim Executive roles – particularly general management and Senior Sales & Marketing

Our Benefits Solutions Model

Our Leadership Team

We are led by a unique combination of strategic, financial, and revenue leaders from across the Insurance, Financial Services, Healthcare and Consumer industries, with over 100 years of combined experience.