Insurance & Financial Services Ltd
Based on public information · Profile not yet claimedIndependent agency
Offices: Bedford Heights · OhioInsurance & Financial Services Ltd is an independent insurance agency licensed in Bedford Heights, OH. Lines listed: Insurance & Financial Services. Founding or history: over 80 years ago. Agency Match assessments based on public information: Business Partnerships medium; Mentorship & Peer Connections medium. 31 publicly sourced facts with links.
How we determined the info on this profile
- License record: taken from the state license roster.
- Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
- Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
- Carrier partnerships: based on carriers named on the agency's website.
- Looking to Buy: not enough public facts for a score.
- Open to Selling: not enough public facts for a score.
- Mentorship & Peer Connections: scored from public signs of leadership, teaching and association ties.
- Business Partnerships: scored from specialties, markets and carriers published on the agency's website.
Research
Detailed profile
Geography
1 documented offices
Ownership events
None documented
Ownership
Not confirmed
Agency Match assessments
Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.
Looking to Buy
Insufficient EvidencePublic signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.
Why: Public history of 15+ years in business or in the industry
- Public history of 15+ years in business or in the industry · 1934insureohio.com
What this rating was based on (1 factor)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1934insureohio.com
Total: 5 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.
Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.
Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.
Open to Selling
Acquisition Research Fit
Low · 8Acquisition Research Fit is low. Formation year 1934 is on a verified record (92 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.
- Formation year 1934 is on a verified record (92 years in operation). Verified · +8 ptsinsureohio.com
Confidence: low. Separate from the rating.
Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.
Confirmed sale interest: Unknown
Mentorship & Peer Connections
Medium · 40Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.
Agency Match score: 40/100 · Medium confidence: 3+ public facts
Why: Insurance or business association membership; public history of 15+ years in business or in the industry; civic or community leadership role
- Insurance or business association membership · Rocky River Chamber of Commerceinsureohio.com
- Public history of 15+ years in business or in the industry · 1934insureohio.com
- Civic or community leadership role · Civic leadership: He has been active civically having served as President of the Parma Rotary Club.insureohio.com
- Public history of 30+ years in business or in the industry · 1939insureohio.com
What this rating was based on (4 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Insurance or business association membership+15 pts
- Rocky River Chamber of Commerceinsureohio.com
- Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1934insureohio.com
- Civic or community leadership role+10 pts
- Civic leadership: He has been active civically having served as President of the Parma Rotary Club.insureohio.com
- Public history of 30+ years in business or in the industry (supporting)+5 pts
- 1939insureohio.com
Total: 40 points → Agency Match score 40/100, rated Medium (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 4 facts from 1 website.
Not known publicly: Whether the principals want to mentor or be mentored.
Business Partnerships
Medium · 45Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.
Agency Match score: 45/100 · Medium confidence: 3+ public facts
Why: Niche specialty line documented; three or more carriers named; several documented lines of business
- Niche specialty line documented · Home Insurance, Auto Insurance, Umbrella Liability, Business Insurance, Bonds, Life Insurance, Health Insurancinsureohio.com
- Three or more carriers named · Represent over a dozen insurance carriersinsureohio.com
- Several documented lines of business · Insurance & Financial Servicesinsureohio.com
What this rating was based on (3 factors)
Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.
- Niche specialty line documented+20 pts
- Home Insurance, Auto Insurance, Umbrella Liability, Business Insurance, Bonds, Life Insurance, Health Insurance, Marine/insureohio.com
- Three or more carriers named+15 pts
- Represent over a dozen insurance carriersinsureohio.com
- AAAinsureohio.com
- Grangeinsureohio.com
- Progressiveinsureohio.com
- Liberty Mutualinsureohio.com
- Encovainsureohio.com
- Celinainsureohio.com
- Motoristsinsureohio.com
- Safecoinsureohio.com
- Hartfordinsureohio.com
- Cincinnati Insuranceinsureohio.com
- Ohio Casualtyinsureohio.com
- Several documented lines of business (supporting)+10 pts
- Insurance & Financial Servicesinsureohio.com
- Home Insurance, Auto Insurance, Umbrella Liability, Business Insurance, Bonds, Life Insurance, Health Insurance, Marine/insureohio.com
- Home Insurance, Auto Insurance, Umbrella Liability, Business Insurance, Contractors, Craft Brewery, Manufacturers, Body insureohio.com
Total: 45 points → Agency Match score 45/100, rated Medium (High at 60+, Medium at 35+).
Confidence (separate from the rating): Medium confidence: 3+ public facts · 16 facts from 1 website.
Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.
Record & channel
Ohio resident business-entity license (NPN 8013107), licensed at Bedford Hts, OH
gateway.insurance.ohio.govIndependent agency
“As an independent agency, we aren’t limited to one company’s products; rather, we have access a broad array of insurers and coverages to meet individual customers’ specific situations and needs.”insureohio.com
Not confirmed. Names on a website or license are not treated as proof of who owns the agency.
Website: insureohio.com
Locations & footprint
Bedford Heights, Ohio
Operating office
Bedford Heights, Ohio
Licensed in state
Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.
Highlights
Names & entities
Legal name on license record
Facts from published sources (31 verified, 1 unverified)
5194 Richmond Rd, Bedford Heights OH 44146
“CONTACTS Address: 5194 Richmond Rd, Bedford Heights OH 44146”insureohio.com
over 80 years ago
“Community support has been one of the pillars of organization since our founding over 80 years ago.”insureohio.com
Insurance & Financial Services
“Products and Services Insurance & Financial Services, The Graydon Company and the WJ Flaherty Company can provide a full service of insurance to meet your needs.”insureohio.com
Home Insurance, Auto Insurance, Umbrella Liability, Business Insurance, Bonds, Life Insurance, Health Insurance, Marine/Boat Insurance
“Products Home Insurance Auto Insurance Umbrella Liability Business Insurance Contractors Craft Brewery Business insurance Manufacturers Insurance Body and Collision Repair Insurance Bonds Life Insurance Health Insurance Marine/Boat Insurance”insureohio.com
Cleveland, Ohio
“Proudly serving Cleveland for over 80 years.”insureohio.com
Represent over a dozen insurance carriers
“We represent over a dozen insurance carriers, but our loyalty ...”insureohio.com
5194 Richmond Rd, Bedford Heights OH 44146
“CONTACTS Address: 5194 Richmond Rd, Bedford Heights OH 44146”insureohio.com
Independent agency
“As an independent agency, we aren’t limited to one company’s products; rather, we have access a broad array of insurers and coverages to meet individual customers’ specific situations and needs.”insureohio.com
Home Insurance, Auto Insurance, Umbrella Liability, Business Insurance, Bonds, Life Insurance, Health Insurance, Marine/Boat Insurance
“Products Home Insurance Auto Insurance Umbrella Liability Business Insurance Contractors Craft Brewery Business insurance Manufacturers Insurance Body and Collision Repair Insurance Bonds Life Insurance Health Insurance Marine/Boat Insurance”insureohio.com
80 years in northeast Ohio
“We are very proud to call northeast Ohio our home for the past 80 years as we understand this community’s needs and challenges.”insureohio.com
5194 Richmond Rd, Bedford Heights OH 44146
“Address: 5194 Richmond Rd, Bedford Heights OH 44146”insureohio.com
Home Insurance, Auto Insurance, Umbrella Liability, Business Insurance, Contractors, Craft Brewery, Manufacturers, Body and Collision Repair, Bonds, Life, Health, Marine/Boat
“Home Insurance Auto Insurance Umbrella Liability Business Insurance Contractors Craft Brewery Business insurance Manufacturers Insurance Body and Collision Repair Insurance Bonds Life Insurance Health Insurance Marine/Boat Insurance”insureohio.com
Cincinnati Insurance
“Cincinnati Insurance Companies | Insure Ohio”insureohio.com
Civic leadership: He has been active civically having served as President of the Parma Rotary Club.
“He has been active civically having served as President of the Parma Rotary Club.”insureohio.com
Rotary
“He also is active in many local organizations such as Rotary and the St.”insureohio.com
Rocky River Chamber of Commerce
“Joshua is a Kiwanian, member of the Rocky River Chamber of Commerce and enjoys boating and golf with his wife Nicole, and son Jameson.”insureohio.com
Ownership event: He ran as President of Wasson Company, Inc. until successfully merging with his present partners in 2013.
“He ran as President of Wasson Company, Inc. until successfully merging with his present partners in 2013.”insureohio.com
Show 1 unverified fact (did not pass QA)
Independent insurance agent
“Doing business with an independent insurance agent as compared to a one company agent or with a company that has no agents provides a much larger source for your insurance needs.”
QA note: Unverified: challenge rejected. Shown for transparency; not treated as a fact.
insureohio.com