The 30 Best High net worth insurance solutions in Florida
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Strategic Insurance Services
Strategic Insurance Services is a leading insurance agency located at 4501 Mainlands Boulevard West in Pinellas Park, Florida. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. From auto and home insurance to life and business insurance, we offer a wide range of coverage options to protect what matters most to you. With our strategic approach and expertise in the insurance industry, you can trust us to help you find the right coverage at the right price. Contact us today to learn more about how we can help you secure your future.
Private Client Insurance Services
Private Client Insurance Services is a top-notch independent insurance agency located in Fort Myers, Florida. Our dedicated team of experienced professionals is committed to providing tailored insurance solutions for our discerning clients. Specializing in condominium associations, business insurance, and personal lines insurance for high net worth individuals, we work with specialty carriers to offer the best coverage options available. At Private Client Insurance Services, we pride ourselves on our professionalism, prompt service, and ethical conduct. Our personalized approach ensures that each client receives the individual attention and customized insurance solutions they deserve. Whether you are looking for personal risk management programs or business insurance solutions, our team is here to help you navigate the complex world of insurance with confidence.
Bullen Insurance Group
Located in Jupiter, Florida, the Bullen Insurance Group is a trusted insurance agency that has been serving high-net-worth individuals, families, and businesses for over a century. With a focus on evaluating risks and providing customized insurance programs, Bullen offers unparalleled service to ensure peace of mind and protection from unforeseen events. Their experienced team is dedicated to meeting specialized needs and ensuring satisfaction when it comes to reporting a claim. Partnering with Bullen Insurance Group is sure to become your most valuable asset in managing and mitigating risk.
Affluent Insurance Program LLC
Affluent Insurance Program LLC is a leading insurance agency located at 340 Royal Poinciana Way in Palm Beach, Florida, United States. With decades of industry experience, AIP stands out by offering innovative insights, delivering tangible results, and fostering business growth. Our team of experts possess unparalleled insurance expertise, product knowledge, and a proven track record of working with affluent individuals. Trust AIP to provide tailored insurance solutions that meet your unique needs and goals.
CORNERSTONE INSURANCE
Cornerstone Insurance is a reputable health insurance agency located at 101 North State Road 7 in Margate, Florida. With a commitment to providing top-notch insurance services, Cornerstone Insurance is dedicated to helping individuals and families find the best health insurance coverage to meet their needs. Their experienced agents are knowledgeable and trustworthy, guiding clients through the process of selecting the right insurance plan. Whether you are looking for individual or family coverage, Cornerstone Insurance is your go-to agency for all your health insurance needs.
Cross Private Client Insurance
Cross Private Client Insurance is a boutique insurance agency located at 2000 PGA Boulevard in Palm Beach Gardens, Florida. We serve clients in southwestern Connecticut, New York, Florida, nationwide, and internationally. Our experienced team understands that your insurance needs are unique to your lifestyle and we are here to provide you with personalized service to help you identify potential risks and protect your assets. With decades of experience in the high-net-worth insurance market, we specialize in addressing the diverse exposures of large families and their unique structures and dynamics. Cross Private Client Insurance represents the top personal lines partners in the industry, ensuring that our clients receive the best coverage available.
Gelbwaks Executive Marketing Corporation. ( Insurance Specialists)
Gelbwaks Executive Marketing Corporation is a renowned insurance agency located at 10051 Northwest 1st Court, Plantation, Florida, United States. With decades of experience in the insurance industry, we specialize in helping clients prepare for the unknown by providing access to top insurance products and carriers in the nation. Our team takes a collaborative approach to research and create the best financial solutions for each client. Peter Gelbwaks, a seasoned professional with over 50 years in the industry, is a distinguished member of the Leading Producers Round Table and has received numerous accolades for his contributions to the field of insurance. Marjorie Gelbwaks Schaefer, a top performer in Life and Disability insurance, is also a member of the Million Dollar Round Table.
KBT Wealth Solutions
KBT Wealth Solutions is a reputable finance and insurance agency located at 324 East Church Street in DeLand, Florida, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to insurance coverage, our experts provide personalized solutions tailored to each client's unique needs. Visit us today to experience the difference that KBT Wealth Solutions can make in your financial future.
Strategy's Insurance & Financials LLC
Strategy's Insurance & Financials LLC is a comprehensive financial services institution located at 5264 North University Drive in Lauderhill, Florida. Specializing in accounting, finance, health, and insurance services, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking to secure your financial future, protect your assets, or plan for your retirement, we are here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
Harbour Point Insurance
Welcome to Harbour Point Insurance, your trusted partner in securing the future of high-net-worth individuals and business owners. Conveniently located at 800 Harbour Drive, Naples, Florida, we specialize in delivering personalized, concierge-style insurance solutions tailored to protect your most valuable assets. At Harbour Point Insurance, we understand the unique needs of our clients and offer a range of exclusive coverages, including the option to insure vehicles for agreed value and broader coverages, ensuring you can enjoy your assets with complete peace of mind. Our strong relationships with leading insurance carriers enable us to provide the most comprehensive and economical solutions available.
WE INSURANCE LUXURY
Welcome to WE INSURANCE LUXURY, your premier insurance agency located in the heart of Naples, Florida. Situated at 700 11th Street South, our agency specializes in providing bespoke insurance solutions tailored to meet the unique needs of our discerning clients. At WE INSURANCE LUXURY, we understand that your assets are not just valuable; they are a reflection of your lifestyle and achievements. Our dedicated team of experienced professionals is committed to offering personalized service and expert guidance to ensure that your luxury possessions are adequately protected. Whether you need coverage for high-value homes, luxury vehicles, yachts, or fine art collections, we work with an array of top-tier insurance providers to deliver comprehensive and competitive policies. Trust WE INSURANCE LUXURY to safeguard your most treasured assets with the attention and care they deserve. Contact us today to discover how we can help you protect what matters most.
Fleming Agency
Fleming Agency is an insurance agency located at 2208 Hillcrest Street, Orlando, Florida, United States. We specialize in understanding and covering your unique insurance needs, offering coverage and risk management solutions for companies of all sizes. With over 100 years of combined experience, we pride ourselves on providing trusted advice and insurance solutions to protect what matters most to you. Our agency offers specialized coverage for high net worth properties, churches, synagogues, mosques, temples, water damage, valuable possessions, collector vehicles, cyber threats, domestic staff, additional living expenses, personal liability, flood insurance, secondary homes, and travel insurance. We work closely with each client to develop customized insurance options that fit their specific needs, ensuring peace of mind and financial protection. Contact Fleming Agency today to learn more about how we can help you protect your assets.
Livingston Financial Planning
Livingston Financial Planning is a trusted finance institution located at 2050 County Road 30A in Santa Rosa Beach, Florida. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and expert guidance. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Livingston Financial Planning is here to provide you with the tools and resources you need to secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Welch Jennifer
Welcome to Welch Jennifer Insurance Agency, your trusted partner in safeguarding what matters most. Conveniently located at 8351 State Road 54, New Port Richey, Florida 34655, we are dedicated to serving the insurance needs of individuals and businesses throughout Florida, from the east coast to the west coast. At Welch Jennifer, we understand that navigating the world of insurance can be overwhelming. That’s why our expert and knowledgeable team is committed to making the process as seamless as possible. We take the time to get to know you and understand your unique needs, offering personalized advice and securing the best possible protection at competitive prices. Whether you're a single adult, a growing family, a retired couple, or a high net-worth individual, we have the perfect insurance solutions for you.
Greater Financial Resources Llc
Greater Financial Resources LLC is a reputable finance institution located at 1703 North Main Street in Gainesville, Florida, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we have the resources and expertise to guide you every step of the way. Trust Greater Financial Resources LLC to help you secure a brighter financial future.
Payant Wealth Management Group
Payant Wealth Management Group is a leading finance and insurance agency located at 1653 Sun City Center Plaza in Sun City Center, Florida, United States. With a team of experienced professionals, we offer comprehensive wealth management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, protect your assets, or plan for retirement, our experts are dedicated to providing personalized solutions tailored to your specific needs. Trust Payant Wealth Management Group to guide you towards a secure and prosperous financial future.
Southern Wealth
Southern Wealth is a reputable finance and insurance agency located in the heart of Tallahassee, Florida. With a commitment to helping individuals and businesses achieve financial success and security, our team of experienced professionals offers a wide range of services tailored to meet the unique needs of our clients. Whether you are looking for investment opportunities, insurance coverage, or retirement planning solutions, Southern Wealth is dedicated to providing personalized and comprehensive financial guidance. Visit us at 2450 Tim Gamble Place to learn more about how we can help you build and protect your wealth for the future.
Simpkins Financial Group, LLC
Simpkins Financial Group, LLC is a leading accounting and finance institution located at 2001 Thomasville Road in Tallahassee, Florida. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to assist you every step of the way. Trust Simpkins Financial Group, LLC for all your accounting and finance needs.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Orlando, Florida, is dedicated to helping individuals and families achieve their financial goals and build a secure legacy. Our experienced team works with a diverse range of clients, including business owners, retirees, and wealth builders, to provide personalized advice and support. We believe in the importance of building strong relationships with our clients, understanding their unique stories, goals, and dreams. Additionally, we are committed to giving back to the community through charitable contributions and volunteer work. Our services include a range of investment and insurance products to help customize your income in retirement and protect your assets. Contact us today to start planning for your financial future.
Heritage Wealth Management
Heritage Wealth Management is a finance and insurance agency located at 3600 Northwest 43rd Street in Gainesville, Florida, United States. Our institution offers a range of financial services, including securities and advisory services through Cetera Advisors LLC. We are dedicated to helping our clients achieve their financial goals and offer a variety of resources such as calculators and informative videos on our website. Our team of professionals are Registered Representatives of Cetera Advisors LLC and are licensed to sell insurance products in Florida and Georgia. You can trust Heritage Wealth Management to provide expert financial guidance and personalized solutions for your financial needs.
Ensure Financial Group
Ensure Financial Group is a leading insurance agency located at 1253 West Memorial Boulevard in Lakeland, Florida, United States. With a commitment to providing top-notch financial services, our team of experienced professionals is dedicated to helping our clients protect their assets and secure their financial future. Whether you are looking for insurance coverage for your home, car, business, or health, Ensure Financial Group has got you covered. Contact us today to learn more about our comprehensive insurance solutions and how we can help you achieve peace of mind.
Crowne Private Client Group
Crowne Private Client Group is an insurance agency located at 2710 Rew Circle in Ocoee, Florida, United States. We specialize in providing personalized insurance solutions for high-net-worth individuals and families. Our experienced team of professionals is dedicated to helping our clients protect their assets and achieve their financial goals. With a focus on exceptional service and tailored coverage options, Crowne Private Client Group is committed to providing peace of mind and security for our valued clients. Contact us today to learn more about our comprehensive insurance offerings.
Suncoast Advisor's Group of Florida
Suncoast Advisor's Group of Florida, located at 10300 49th Street North in Clearwater, Florida, is a health and insurance agency dedicated to helping individuals, families, and businesses protect themselves and their assets. With a focus on keeping insurance plans affordable and tailored to individual needs, they offer coverage for a variety of situations including death, injury, poor health, and loss of income or property. The institution also emphasizes the importance of employee retention, recognizing that employees are a company's greatest asset. By offering affordable plans, they aim to keep employees informed, happy, and healthy. Additionally, they provide innovative life insurance products to help families secure their future.
Clawson & Company, Inc
Clawson & Company, Inc. is a family-owned and operated insurance agency located at 2645 Executive Park Drive in Weston, Florida. Since 1952, we have been dedicated to providing outstanding customer service and personalized insurance solutions to protect what you value most. Our expertise in high net worth insurance allows us to offer customized policies that address unique risks faced by individuals with large assets. With a focus on peace of mind, we offer top-quality insurance coverage for your home, travel, business, and more. Our team of friendly and knowledgeable agents is here to help you find the right insurance for your personal and business needs. We believe in treating our clients like people, not numbers, and take pride in educating you about your coverage options.
Pinnacle Financial Group, Inc.
Pinnacle Financial Group, Inc. is a boutique investment and insurance partner located at 2625 Weston Road, Weston, Florida, United States. Led by President and CEO Ricky Gonzalez, the institution specializes in providing personalized financial planning services for high net worth individuals, doctors, business owners, and entrepreneurs. Services offered include retirement planning, long-term care insurance planning, disability insurance planning, life insurance, and Medicare planning. Pinnacle Financial Group takes a holistic approach to financial management, aiming to become a trusted advisor for clients by understanding their unique goals and values. The institution works with top insurance and investment carriers in the industry to provide expert guidance and support. Additionally, they offer insights on current events, industry updates, and government updates through their news feed and YouTube videos. Overall, Pinnacle Financial Group, Inc. is dedicated to helping clients achieve financial security and peace of mind through tailored financial planning solutions.
Jeff D Hackmeier & Associates Inc
Jeff D. Hackmeier & Associates Inc. is an insurance agency located at 1111 Kane Concourse, Bay Harbor Islands, Florida, United States. Specializing in Life Insurance, Disability Insurance, Long Term Care Insurance, Hybrid/LTC Insurance, Annuities, Health Insurance, and Employee Benefits, we have been serving high net-worth individuals in South Florida and across the country since 1978. Our dedicated team works with a select group of reputable insurance companies to tailor the best insurance solutions for our clients. As Independent Agents, we prioritize your needs and work tirelessly to find the right carrier for you. With our strong relationships with top national and regional carriers, we offer competitive pricing, coverage options, and peace of mind. Whether you are an individual, group, or business, Jeff D. Hackmeier & Associates Inc. is here to provide expert insurance solutions and services to meet all your insurance needs.
WGP I Wealth Preservation Group
WGP I Wealth Preservation Group is a leading insurance agency located at 17885 Collins Avenue in Sunny Isles Beach, Florida. Our dedicated team of professionals is committed to helping individuals and families protect their assets and secure their financial future. With a focus on wealth preservation, we offer a range of insurance products and services tailored to meet the unique needs of our clients. Whether you are looking for life insurance, health insurance, or retirement planning, WGP I Wealth Preservation Group is here to provide expert guidance and personalized solutions. Contact us today to learn more about how we can help you safeguard your wealth and achieve peace of mind.
Jaffe Tilchin Wealth Management
Jaffe Tilchin Wealth Management is a reputable finance and insurance agency located at 15350 North Florida Avenue in Tampa, Florida. With a team of experienced professionals, they provide personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Jaffe Tilchin Wealth Management offers comprehensive solutions tailored to each client's unique needs. Trustworthy and dedicated, they are committed to helping individuals and families secure their financial future.
Asset Advisory Services, Inc.
Asset Advisory Services, Inc. is a reputable finance and insurance agency located at 2141 Florida A1A Alternate in Jupiter, Florida, United States. Our experienced team of professionals provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest wisely, protect your assets, or plan for the future, we are here to help. Trust Asset Advisory Services, Inc. for reliable and comprehensive financial advice.
MassMutual Miami
MassMutual Miami, located at 1221 Brickell Avenue in Miami, Florida, is a leading finance and insurance agency known for being the most innovative, collaborative, and trusted financial solutions firm in the nation. As part of the Coastal Wealth family, they prioritize integrity, transparency, and ethical conduct, offering a wide range of services tailored to meet the evolving needs of their clients. Their dedicated team of associates, revered for their unmatched expertise, is committed to guiding clients through a personalized financial journey aligned with their aspirations. From comprehensive financial planning to strategic tax planning and beyond, Coastal Wealth goes above and beyond to ensure the financial well-being of their clients and their families.
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