Financial &
professional Services

We get into the weeds to
protect you

building stronger relationships



Financial and professional services companies compete in a complex, ever-changing environment. These businesses provide a wide range of services including accounting, banking, consulting and more, and their success is dependent on their attention to detail. And, when it comes to law firms, in today’s highly regulated business world, they face a wide variety of risks that go far beyond the traditional notion of malpractice. Our legal clients are continually confronted with exposures that endanger their financial strength and professional reputation.

Other insurance companies will use standard forms and endorsements that do not fit financial, professional and legal services companies’ specific exposures. At Graham Company, we understand that there is no “one size fits all” approach.



Our focus on coverage analysis, the development of customized, ground-up specifications and careful marketing allow us to address the unique exposures that financial, professional and legal services organizations face. Our rigorous procedure and excellent market relationships enable us to deliver service that’s second to none. Through our various strategic partnerships, Graham Company assists law firms in developing specific systems and procedures to improve risk identification and avoidance. If a claim does occur, our Claims Consultants and in-house Counsel will be intimately involved in helping clients throughout the entire claims process.

Professional & Financial Services


  • Professional Liability Insurance
  • Cyber Liability Insurance
  • Executive Protection Coverage
  • Financial Institution Bonds

“What separates Graham from other brokers is its scientific and disciplined approach to risk analysis and management.”

– Steve Baker, Drinker Biddle

Professional & Financial Services Risk Management

Customized Insurance Programs

Proactive Service Capabilities:

  • Continuing Legal Education
  • Custom-Designed Risk Management Reviews & Audits
  • Hot Line Services to deal with Emergency Issues
  • Best Practices for Office Management & Ethics

In-House Claims Expertise:

  • Maximize Coverage
  • Provide Aggressive Claims Management and Communication
  • Evaluate and Monitor Claim Reserves

Improved Risk Identification & Avoidance for Law Firms:

  • Conflict of Interest Avoidance
  • Client Selection
  • Proper File Opening
  • Docket & Calendar Control
  • Fee & Billing Practices
  • Work Product Control

“I am often frustrated with vendors because far too many of them do only what is minimally required. I feel The Graham Company goes the extra mile on our behalf and we certainly appreciate that effort.”

– George W. Matteo, Jr., Chairman, CEO & President, Cornerstone Bank



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