~Who We Are~

"Our purpose is to take the things that can be equally challenging to a small business owner or individual, and reduce them to a single and understandable format"

"We regard our commitment to service of the utmost importance. Our goal in servicing you is to relieve you of the often tedious and frustrating job of dealing with issues with Health, Life, Disability, and Term Care Insurance as well as Investment decisions"

The Greater Cazenovia Chamber of Commerce

Charlie Sovik graduated from St. Lawrence University in 1989. Following in his father's footsteps, he started his career working with insurance and small business. He quickly found his place for offering product and services with a high level of commitment.

Charlie and his wife Lisa reside in Cazenovia with their three sons on their Three Brothers Learning and Hobby Farm. He loves working on his land and is continuing to add to his menagerie of animals.

Spanning his 20 years of insurance and investment career, Charlie has met a diverse group of individuals and small business entrepreneurs throughout New York State.

Charlie is an active member of The Greater Cazenovia Area Chamber of Commerce and The Greater Manlius Chamber of Commerce.

~Who We Are~ "Our purpose is to take the things that can be equally challenging to a small business owner or individual, and reduce them to a single and understandable format"

~Who We Are~

"Our purpose is to take the things that can be equally challenging to a small business owner or individual, and reduce them to a single and understandable format"