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614.454.3869

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Financial Planning in Pickerington and Canal Winchester, OH

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At MMA Insurance , we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from MMA Insurance , you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, MMA Insurance is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact MMA Insurance today to see how Financial Planning can help achieve your goals.

Our Location

Main Office

670 Windmiller Drive STE B
Pickerington, OH 43147
Main office: 614-454-3869
Toll free: 888-565-6624

Our Providers

I am big fan of MMA Insurance Agency since my first experience 5 years ago. My wife and I were purchasing a new home for our family to grow. I had asked Mark for a quote for home owners coverage. I was amazed with the cost considering I was purchasing a bigger home, more coverage and received a lower annual premium. I then decided to have him quote our auto coverage as well. I figured he wouldn’t be able to go much lower since we were preferred clients of a very well know insurance company. Not only was MMA Insurance Agency able to beat the competition, we were getting coverage for both auto and home policies for the same price that we were getting just for our auto insurance with the other company. It’s as if we were getting our home owners coverage for free. I have since recommended my friends, family and clients to MMA Insurance Agency for insurance needs, as they have been able to save each and everyone of them.
Bill Holliday
I just wanted to take a moment and thank you again for everything that you do for us. My wife and I are very happy that we made the switch to MMA Insurance. We were with Nationwide Insurance for over 7 years together and 8 years on my own. After the initial consultation I never heard from my agent, unless he wanted to “up sell” me something. As you know a lot changed in our lifestyles in that time period; Marriage, Kids, Cars and Home Ownership. We originally switched because you were able to get us 2 times the coverage and a large Umbrella Policy for the same rates. We have now been insured with you for almost 2 years and you have already recommended we switch our Insurance carrier to save us money at no cost or reduction of coverage. Thanks again for giving us Peace-of-Mind!
Chris and Janee Bryant
I wanted to send a message to you and let you know what a privilege it has been to work with you entire team to secure my home, auto, umbrella and soon to be health insurance through your company and team. Everyone I have spoken with (Donna, Amanda, Ina) has been amazingly helpful, well informed and highly professional. I am very happy to be one of your new clients and know that I will happily refer you and your team to anyone. Thank you again. Having lived out of the country for five years, now buying a home and setting life up again in the U.S. is kind of an intimidating process, but thanks to you and your team, you have all taken a lot of that fear and stress (of making bad decisions) out of that process for me. Respectfully, Andy M
Andy M