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We understand that every business has priorities that shape its future. That’s why we provide coverage options to support a wide range of commercial needs.

Built for the financial world.

Serving financial institutions calls for a level of industry awareness shaped by real experience. With nearly four decades in the insurance landscape, Joseph Caruso & Associates brings perspective when reviewing coverage options for hedge funds, RIAs, broker-dealers, and asset managers.

Our Mission

At Joseph Caruso & Associates, we are consistently working to create an environment where clients can explore their insurance coverage options with clarity and confidence, shaped by evolving risks.

A relationship-driven approach

At Joseph Caruso & Associates, conversations matter. We take time to understand how your financial institution works and where coverage may be meaningful. Whether your team is navigating regulatory requirements or expanding operations, our agency offers support through thoughtful insurance guidance.

Find Your Coverage

We’re here to help you explore your coverage options.

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Contact Joseph Caruso & Associates

Our Charlotte, NC Office

15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277

 

The Independent Agent Advantage

Here’s what makes our insurance agent different.

Personalized Solutions

Get the power of choice with insurance that’s designed for your unique needs.

Knowledgeable Service

We’ll be there for you with reliable service and support to help you make informed decisions.

Trusted Relationships

You can rely on us to simplify the insurance process and advise you on your insurance.

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Joseph Caruso & Associates
“Your Insurance Hub”

Business Insurance

Start to safeguard the bright future of your business with our dedicated business insurance solutions.

Explore Solutions

Request a Quote

Complete our helpful form, email, or call us, and we’ll be in touch with an answer to your requests.

Get Started Today

Let’s Get Started

  1. Step 1Fill out the form.
  2. Step 2Review your options with us.
  3. Step 3Get the coverage you need.

Request an Insurance Quote

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