PORT Financial Services

Port Financial Services, Inc. has been a trusted financial and insurance partner for businesses and individuals in Virginia since 1994. Led by experienced founder Robert Tassone, we combine expertise, personalized attention, and empathy to address your unique financial and risk management needs.

Our Expertise

We offer a comprehensive range of services across various key areas:

1. Business Insurance

• Risk assessment and mitigation strategies
• Business continuity planning
• Employee benefits solutions
• Property and casualty insurance
• Commercial auto insurance
• Umbrella liability coverage
• Workers compensation insurance

2. Retirement & Estate Planning

• Comprehensive financial plans for individuals and business owners
• Retirement planning and optimization strategies
• Estate planning and succession strategies
• Business owner succession plans

3. Risk Management

• Personal and professional liability coverage
• Accident and illness insurance
• Group and voluntary employee benefits
• Credit and commercial risk assessments

4. Financial Consulting

• Mortgage brokerage services for home purchases and refinances
• Business and individual financial planning
• Retirement and investment guidance

Our Philosophy

At Port Financial Services, Inc., we believe in:

• Personalized attention: We take the time to understand your unique needs and goals.
• Transparency: We are open and honest in our communications and explanations.
• Accessibility: We are committed to making our services readily available and understandable.
• Community involvement: We actively contribute to the communities we serve.

Our Founder

Robert Tassone, the founder and CEO of Port Financial Services, Inc., is a highly experienced insurance and financial services professional with over 30 years of expertise. He holds licenses in Life and Health and Property and Casualty Insurance, and is a Mortgage Loan Originator with Alcova Mortgage (NMLS ID #2311332).

Partnering with Port Financial Services, Inc. means

• Access to personalized and tailored solutions
• Responsive communication and personalized guidance
• Access to a team of experienced and dedicated professionals
• A commitment to building lasting relationships with our clients