Specialties
Request a Quote C1 Check-Up Annuity Life Disability Auto Home Commercial Farm
Insurance A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Managing your money involves more than simply making and following a budget. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. We know that you care about the things that matter most to you: your family, home, your business and finances. That's why we offer insurance solutions that are tailored to your needs and budget. Life, Home, Auto, Business and more. We have you covered! The C1 check-up is a full financial review that looks at everything from insurance to investments. We analyze your current situation and provide a blueprint for accomplishing your financial goals. To start your process, please fill out your contact information below. Your Company Matters As a business owner we know your time is valuable. If you would like help with any of the following items please let us know below and we'd be happy to schedule a consultation. Business Insurance Business Valuation Business Retirement Plan Options Buy/Sell Agreement
History
Established in 2023.
We are pleased to announce that Joshua Frey has joined the C1 Wealth Management team! Prior to joining C1, Joshua worked for Country Financial for six years in Spokane Valley. He is excited to join the C1 team as being client first will allow him to work with clients to understand their goals and budget and offer personalized solutions that suit their situation. Joshua will be joining us selling Property/ Causality as well as Life/Annuity/DI.
Joshua grew up in the beautiful Pacific Northwest and settled down in North Idaho. Joshua enjoys spending time outdoors with my family of five, attending the various activities his kids are involved in, some woodworking and serving his community with his local church.
He can be reached at jfrey@c1wealthmanagement.com and his work phone is (208) 202-5589.
Welcome Joshua, We are excited to have you join us! See less
Meet the Business Owner: J F.
Hello, my name is Joshua Frey. I grew up in the beautiful Pacific Northwest and settled down in the North Idaho region. I enjoy spending time outdoors with my family of five, attending the various activities my kids are involved in, some woodworking and serving my community with our local church. Life is full of twists and turns and insurance is a complex and important topic that affects your financial security and well-being.
During my career, it has been an honor to provide peace of mind for families and businesses so, when the unexpected happens, they won’t have to face the financial stress that life throws at us. I am an experienced and dedicated insurance agent who can help you find the best coverage for your needs. Whether you are looking for life, home, auto, business insurance, or ways to protect your income, I will work with you to understand your goals and budget and offer you personalized solutions that suit your situation.