Insurance that sits next to the rest of your balance sheet
Greenridge Insurance is a licensed insurance agency based in McAllen, serving the Rio Grande Valley. We advise operators and families on commercial and family-office coverage, and we work from the same balance sheet the rest of your Greenridge team already knows.
Greenridge Insurance is a licensed insurance agency in McAllen serving the Rio Grande Valley. We place commercial and family-office coverage for operators and families, coordinated with wealth and compliance under one roof so nothing important falls between advisers.
What we cover
Two sides of the same client: the business you run, and the wealth and family behind it.
- Commercial insurance: property, liability, professional, and business-interruption coverage for operating companies.
- Family-office insurance: private-client home, valuables, auto, and excess liability for high-net-worth families.
- Life and disability: life, own-occupation disability, key-person, and buy-sell funding.
Who we serve
We are most useful where the business and the family balance sheet are tangled together.
- Physicians protecting specialty income and a practice.
- Business owners funding succession and protecting the enterprise.
- Families across the Rio Grande Valley.
How we are paid
We are a commission-based agency: carriers pay us when a policy is placed. That is a conflict, and we disclose it plainly. You are never required to buy through us, and we will tell you when an outside quote is better. Because we sit next to Greenridge Wealth, we are paid to get the coverage right, not to churn it.
Why coordinated coverage matters
A policy bought in isolation is a policy nobody re-checks when your life changes. We review coverage against the whole picture, wealth, entities, and risk, so the gaps that usually appear between separate advisers do not open in the first place.
Common questions
How is Greenridge Insurance paid?
Do I have to use your agency if I work with Greenridge Wealth?
What does family-office insurance mean?
Do you work outside Texas?
Request a coverage review.
Send us what you have in force today. We will review it against the whole picture and tell you plainly where the gaps are. Free and without obligation.
Request a review →