Go to Top

Home – Lockton Professional Insurance

Lockton Professional Insurance offers liability insurance solutions for financial professionals. If you’re looking for insurance for accountants, CPA liability insurance, Attorney liability insurance, insurance for RIAs or coverage for your credit union, we make finding the right policy easy.

Not your standard-issue insurance policy

At Lockton Professional, we’re laser-focused on insurance for financial professionals such as CPAs, Accountants, RIAs, Investment Advisors, credit unions, and the specialized insurance for Attorneys. By keeping our focus narrow, our consultants have decades of dedicated experience, knowledge and expertise providing insurance protection for professionals just like you.

360° comprehensive coverage

What’s it mean? It means we’ve made it easy.

We’ve packaged Professional Liability Insurance, Cyber Liability Insurance and General Liability Insurance into one all-inclusive bundle to protect your company, employees and offices. Just one call and you have the coverage you need for:

  Accountant Insurance

  CPA Insurance

  Investment Advisor Insurance

  RIA Insurance

  Financial Advisor Insurance

  Credit Union Insurance

  Attorney Insurance

Risk management strategies

We go further to protect you than just your policy. We provide risk management consultants and resources aimed to help certified public accountants, registered investment advisors and lawyers minimize their business exposures and risks.

Personal service


The backbone of Lockton Professional is customer service. We’re excited to serve you and your business.We invite you explore from the industries below. Click to learn more about the Professional Liability Insurance solutions we offer, and request a free, no-obligation quote from our experienced team today!

learn more about lockton affinity

At Lockton Professional, we offer commercial insurance solutions designed to protect your company, employees and facilities. But we know you’re looking for more than just another insurance policy. With us, you’ll benefit from business solutions and risk management strategies that really make a difference, supported by 360° comprehensive coverage from carriers rated “A” or higher by A.M. Best. Most importantly, you’ll get personal service from knowledgeable professionals who really listen.
































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































Let’s get started. Choose your industry from the options below to learn more.

  • professional liability insurance for financial professionals
  • professional liability insurance for architects and engineers
  • professional liability insurance for credit unions
  • professional liability insurance for attorneys
  • professional liability insurance for accountants

contact Lockton Professional

How to Handle a Cyber Breach

As a business professional, you likely know the threat of a cyber breach to your business and how cyber-crime affects companies regardless of industry or size. While you can take steps to improve your company’s data security and enforce rules around portable devices, it is important to include a cyber liability policy in the

Read More

How to Respond to a Subpoena as a Financial Professional

Companies in the financial industry have access to numerous types of client records. Whether you are a CPA, a lawyer or an investment advisor, requests for records can come from multiple sources. What should you do if a request for access to such records? How should you respond to a subpoena?
Summons vs. Subpoena

Read More