Why our Agency
As an independent agency, we’re not tied to a single insurance provider. We offer a range of insurance options from the most respected, financially stable providers in the industry. We have the flexibility to review the entire market to find the plan that’s best for you and your budget.
Uncovering unique or hard-to-find policies for special situations is our specialty. We’ll work hand-in-hand with you to identify the coverage you need and plan a policy that’s just right for you. Businesses and real estate investors also can come to us for commercial and apartment insurance.
As a small agency, we’re able to offer the personal service you deserve. Just like you, we’re home and business owners, so we’re on your side. We pride ourselves on answering the phone personally when you call and providing timely customer service to answer any insurance question.
Our clients are our #1 priority, and we are committed to building strong, long-term customer relationships. Our core beliefs are centered on helping others, and we promise we’ll always demonstrate full understanding and concern for you and your individual circumstances.
This philosophy is based on the Golden Rule, and that always means helping you get the best coverage for your particular situation. We believe we haven’t done our job until we’ve helped you.
Because we’re independent, we’re able to shop and compare across the entire insurance marketplace to find the right policy for the right price. If there’s part of a policy you don’t understand, we’ll take the time to explain it to you. We’ll be honest and up front with you about every detail.
Your reasons for buying insurance are important to us. We’ll answer any question you may have about what type of insurance you might need or how your claims will be handled. We’re not satisfied until you’re satisfied.
Not only that, we know you have a busy calendar, and we’re here when you need us. During business hours, we always answer our phones. That’s just how we work.
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HOURS & LOCATION
3700 W. 15th Street Ste. 307A
Plano, TX 75075
Meet The Team
30 years Experience in Financial Management
Founder of Bartlett Financial Mangment
Southern Methodist University B.A
Series 7,8,24 and 63
Life and Health Insurance
Since I was 13, I’ve always wanted to own a 1955 Chevy. In fact, I bought one when I was 15. It was a four-door fixer upper. I spent hours working on the car to restore it. Unfortunately, I had to let it go when I joined the Marines at age 17.
I served eight years as a sergeant in the United States Marine Corps Reserve. My time there taught me common sense leadership skills that I use in our business each day.
My love for the auto never went away, and in October 2015 I found just the vehicle to restore my dream. You’ll see it parked in front of our office with its Veteran tags. The 55 Chevy is an American icon, a symbol of national pride.
I drive it everywhere and always hear comments from people I pass on the street. My friend Charles Johnson couldn’t believe the attention it got.
One day while riding in the 55 with him, he suggested a new company name to represent the American aesthetic of the car and honor the people who severed in the Armed Forces. – Sergeant Fity-Five.
Now we’re Sergeant Fifty-Five Insurance. We represent the values, hope and future of our country, our company and our clients.
Come see us at our office. 2951 W. 15th Street, Plano, Tx 75075 or call (469) 214-4200.