Insurance & Financial Services
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LBW Insurance and Financial Services: Providing Expert Service Since 1922

Cutting Edge Firm Backed By 100 Years of Experience

We are an independent insurance agency in Valencia, CA licensed in all 50 states with international capabilities and we only work with AM Best A-rated carriers. At LBW, we focus on being the one partner clients can depend on for all their insurance, employee benefits, and financial service needs. We are a cutting-edge firm backed by 100 years of experience and are dedicated to understanding our clients’ individual needs, goals, and comfort with risk so that we can provide precise, dynamic solutions. These solutions may go far beyond traditional plans in order to create a smartly crafted, proactive strategy that better enables our client to be prepared for unforeseen events.

LBW works constantly on your behalf, staying ahead of the curve to help you better manage change. When you need assurance and a thorough plan, we believe we have the scope, scale, and intelligence to expertly plan for all your insurance and financial needs. Through cutting edge technology and expert services, we provide the care, follow-through, and dedication that each client deserves, building relationships with customers that are based on trust.

Call (888) 522-7805 or contact us today to discuss how our insurance plans, financial services, and specialty programs can help you protect what you’ve earned and lead to a solid future.

Our Mission

Rooted In Experience, Skill, and Excellence For A Century

LBW provides strategies to help protect what our clients work so hard to build. We help our clients preserve their interests and assets through knowledge, quality advice, and exceptional service.

Our Values and Approach to Business Set Us Apart

  • Accountability We do what we say we will do, and when we say we will do it.
  • Integrity We put our clients’ interests first, doing the right things for the right reasons.
  • Work Ethic Backed by decades of hard work, we get the job done right.
  • Excellence We take pride in delivering world-class service.
  • Culture We are a multi-generational family business that values people and our community.
  • Proactive Service We think ahead and anticipate the needs of our clients and teammates.

Types of Insurance

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Our White Glove Assessment

A Modern Approach To Insurance Plans & Policies

Once we have control of a client’s business risk situation, we move into a second phase of the LBW risk management process. This is specifically for business owners and C-suite executives. The goal of the White Glove Assessment is to shore up personal vulnerabilities the business creates for the owner’s home, family, and way of life. It includes an analysis of current home, auto, life, and other policies. LBW’s White Glove team provides feedback and recommendations regarding gaps in coverage, appropriate limits, and other risk strategies. With the White Glove process, we seek congruency between the protection we provide for the business and the protection provided to the individuals who make it thrive.

INSURANCE CLIENT TESTIMONIALS

  • Your team works together seamlessly.

    “The service we receive from LBW has been outstanding! Your team works together seamlessly. LBW can be proud to have such helpful, attentive, competent and caring personnel willing to go the extra mile to help the clients they serve.”

    Barbara Frederick, Dir of HR at Filter Pump Industries

  • Thank you for the excellent job you do for my business, my employees, and my family.

    “"I want to thank you for the excellent job you and your team did on my recent fire claim. As you know, the fire we experienced at our property was devastating and the loss much larger than first anticipated. The LBW team stayed on top of the carrier and really pushed to get our claim handled as quickly and effectively as possible. As always, you and your team treated me like a VIP. This is just one more instance that confirms my decision to put both my business and personal insurance with you. More important than the follow-through provided when we experienced our loss, is your team’s continual review of our policies. It was those reviews that made sure we were adequately covered. Thank you also for making me look good in the eyes of the many folks I have referred to you. I know you will always take good care of those I send your way.”

    Rodney L. Gleicher, President G&G Properties

  • LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions.

    “"I want to take this opportunity to thank you for the outstanding personal attention and service we have received. The staff at LBW are not only very knowledgeable and courteous but they are also accessible both in person and by phone as needed. In addition to all of the personal assistance we have received your staff has well represented LBW as my advocate for quality insurance plans. From design, to enrollment, to administration; LBW has supported me through all of my employee benefits and business insurance choices. LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions."”

    Inna Tuler, President Maintco Corporation

  • I consolidated all of my policies with LBW and received excellent service and better coverage for less annual premiums!

    “I consolidated all of my various insurance policies (homeowner, auto, boat) with LBW and received excellent service from Millie and must say, better coverage on all for less annual premiums! I did not realize that I could get such great rates with AARP policies by using LBW as my agent!!! Highly encourage all my friends to check it out!!!”

    Jennifer Domingos

  • The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them

    “The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them. Howard and Todd are both exceptionally informative and really easy to work with. As the CEO of an emerging-growth startup I highly recommend the team at LBW.”

    Marty Chaskin, Co-Founder and CEO of LockAware, Inc.

Working With Our Team

Our Experience Speaks For Itself

LBW is unique because we work to create individually tailored solutions that have the breadth and depth to help companies and individuals keep what they’ve worked so hard to earn. We are a cutting-edge firm backed by 100 years of experience. With our deep understanding of client’s goals, our hard work, and our proven integrity, LBW is an ideal partner to help you manage risk and invest confidently.