Norris Financial and Insurance Group
(706) 869-8888
Over the last thirty-four years, Harlem native Tommy Norris has served clients with sound insurance and wealth management options. As a proponent of communication within families about financial matters, Tommy enjoys working with couples and multi-generational families in addition to individuals and business owners. Recently, Tommy shared details about Norris Financial and Insurance Group and what he loves about living in the Augusta area.
How did you get connected with the insurance and financial industry?
My uncle was in this business for twenty-eight years and he introduced me to Prudential – the primary company I work with. Norris Financial and Insurance Group developed over the years as I found areas that I enjoy working in and formed the name and the group along the way.
How long has your wife, Cindy, worked with you professionally?
In June, I’ve been in business 34 years and Cindy has been working with me for 15 years. Cindy provides excellent service and care for our clients. We have a mutual interest and care for our clients, and we gain a lot of satisfaction of having that mutual goal of taking care of our clients’ concerns. My assistant of four years is Sandie Whittaker. We get compliments from clients often about how pleasant and helpful Sandie is to work with. She handles all daily activities and is the glue that holds Norris Financial & Insurance Group, LLC together. I could not do what I do without her. She rounds out our team for sure!
What services do you offer?
We are a broad practice. Our services can be as comprehensive as a financial plan or as simple as a life insurance policy to protect your family or your business. We provide wealth and asset management to individuals, families, and business owners. Most of the people we work with have had quite a bit of success on their own and we take them to the next level of planning. So asset management, wealth protection, and those strategies that go along with that are a natural progression and the direction we are heading because it’s only getting bigger and bigger as time goes on.
How do you help small business owners?
A large percentage of our clients are small business owners. Business owners have a specialized set of concerns. We set up employee benefit plans to include 401K. We also address business continuation planning because many owners have concerns about what happens to their business if an unexpected death occurs.
What is your favorite part about what you do?
I feel like what I do makes a difference in the lives of my clients. I like bringing peace of mind to people who are concerned, and the number one concern of a person or a retiree is outliving their money. Being able to show the person where they are, where they need to be, and how to get there – it creates a lot of satisfaction by helping someone with something that is so important to them and their families.
What do you love about the Augusta area?
Augusta is a well-known town across the nation and the world because of the Masters Golf Tournament but it still has a small-town feel. I really enjoy the Savannah River….it’s a great place to kayak. I have really embraced both fishing and hunting from a kayak with my dog, Georgia Girl. It’s good exercise and it’s peaceful. You see things in a kayak that you don’t see when you’re in a boat that has a motor making noise.
What would you like for our readers to know about your business?
We pay attention to the details that make a difference in our clients’ lives and their financial future. We care about our clients’ success.
Pull Quote:
"I like bringing peace of mind to people who are concerned."