Employee Benefits Consultants
Specializing in Group Health & Ancillary Benefits
Sedona Financial & Insurance Services, Inc. offers insurance and employee benefit services that meet the specific needs of our clients. We work in partnership with our clients to develop employee benefit programs that assist companies in achieving their strategic objectives. In addition, we work with private businesses, public entities and non-profit organizations to enact programs which provide security, minimize financial exposure and provide incentives to employees.
ABOUT US
Sedona Financial & Insurance Services, Inc. is a boutique firm specializing in employee benefits. We have been delivering employee benefits and medical insurance since 1983. Our goal is to provide employers with the most comprehensive and cost effective plan of benefits for their employees. We have earned a reputation for providing responsive and highly personalized service to our clients.
We have offices in both the San Francisco Bay Area and Northern Arizona. Our firm provides a wide range of services and we encourage our clients to take advantage of our expertise and experience. We are a full-service agency and, over the years, our clients have relied upon our responsiveness and knowledge in all areas of employee benefits. Because of our comprehensive customer service, Sedona Financial & Insurance Services, Inc. is used as an extension of your human resource department. You can trust and rely on our knowledge.
OUR VISION
Sedona Financial & Insurance Services, Inc. provides unparalleled customer services. Perhaps the single most important are in the employee benefits field is customer service. Our firm prides itself in this area and, whether large or small, all of our clients are treated with uncompromising integrity and respect. No problem is too complicated or too little to solve and we are committed to servicing the needs of our clients.
We encourage our clients to take advantage of our services. We have the knowledge, experience and expertise to tackle most customer service issues. Whenever an employee experiences a problem with a claim or has benefit questions, we ask our client to have the employee direct their questions to our office. We are experts in this area and we regularly assist clients with claims issues, benefit questions, enrollments, terminations and billing issues.
When it comes to customer service, our firm is committed to answering or solving all matters in an expeditious fashion. Our firm is your advocate and we shall use our best efforts to take care of all employee concerns.
EXECUTIVE BIO
JOEL S. RUDICK, J.D., LL.M.
FOUNDER & PRINCIPAL
Joel Rudick is President of Sedona Financial & Insurance Services, Inc. and has more than 20 years experience in the insurance industry. Joel earned his undergraduate degree in Political Science in 1982 from the University of California, Los Angeles. Joel next attended law school at the University of San Francisco School of Law and earned his Juris Doctor degree in 1988. Upon passing the bar exam in California, Joel received an advanced law degree in taxation from the prestigious New York University School of Law.
Joel has risen to the top of his profession and utilizes his skills when representing clients. With his extensive experience and background, Joel is called upon for his expertise on many key employee benefits issues. Sedona Financial & Insurance Services, Inc. has earned a reputation as an industry leader in insurance and employee benefits and is a successful independent employee benefits brokerage firm.
Licensed in both California and Arizona with offices in both states, Joel offers a full range of employee benefits. With his expertise he is able to achieve unmatched results and can handle your employee benefit needs with creativity and vigor.
CONTACT
Sedona Financial & Insurance Srvcs., Inc.
CONTACT US
San Francisco, CA
Email: joel@sedonafinancial.com or babette@sedonafinancial.com
Tel: 415-673-2703 Fax: 415-673-0477
Sedona, AZ
Email: joel@sedonafinancial.com or valerie@sedonafinancial.com
Tel: 928-282-2759 Fax: 928-282-2741
For any general inquiries, please fill in the following contact form:
