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SORUM INSURANCE & TAX

Welcome & THANK YOU for stopping by!

From Sorum Financial Services, comes your one-stop shop for all things insurance-related...

SORUM INSURANCE & TAX!

Take a look around and see how Nathan & Phillip can help protect what's important to you!

WHY US?

Our purpose at Sorum Insurance & Tax is to help cover any financial blindspots that you may have in your insurance coverage.
Our CORE VALUES (click below) are the first thing that we believe differentiates us from other firms.


It is our opinion that the extra benefit of buying insurance coverage from an agent who's background is in financial planning is that you get an additional level of expertise to help make sure that the coverages you select are actually appropriate for your circumstances and cover what is most important to you!​

 

We are here to CONSULT with you, not try and sell you insurance!  Hopefully we are a good fit and you find a good basis for working with us, but we also understand that we aren't the best fit for everyone.​Bottom line, give us a try and just let us know how we can help!

Lebanon Insurance Agent Phillip Sorum

YOUR "ONE-STOP SHOP" FOR ALL THINGS INSURANCE

We have uniquely positioned ourselves to help cover most everything that life might throw at you.

Personal Insurance Icon

PERSONAL INSURANCE

Home / Auto / Liability / Renters / RV / Motorcycle / Boat / Etc.

Fixed Annuities Icon

FIXED ANNUITIES

Principle protection with guaranteed interest rates.

Commercial Insurance Icon

COMMERCIAL INSURANCE

Big or Small. From farmers to lawyers. We can get you Covered.

Life, Long term care, and Disability Icon

LIFE | LONG TERM CARE | DISABILITY

Protect your loved ones from the unthinkable.

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HEALTH INSURANCE

Including medicare, advantage & part D plans

Ancillary Insurance Icon

OTHER INSURANCE

Dental / Vision / Critical illness / etc.

GET IN TOUCH

2259 N State Route 48, Lebanon, Ohio 45036

(513) 572-8521

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