TOP 30 Best Insurance and investment planning in Florida

Gulf Coast Financial Planning LLC, located at 9015 Town Center Parkway in Bradenton, Florida, is a finance institution dedicated to helping clients create personalized financial plans to achieve confidence and financial freedom. By scheduling a meeting with their team, clients can explore what their ideal retirement looks like and receive a custom strategy tailored to their unique goals. Using The Retirement Investment Roadmap™, Gulf Coast Financial Planning LLC will analyze the client's current financial situation and determine their retirement needs. The institution also offers insurance products through Gulf Coast Financial Planning LLC's insurance business, as well as investment advisory services through AE Wealth Management, LLC. With a focus on ensuring clients can live well both now and in retirement, Gulf Coast Financial Planning LLC emphasizes the importance of having a solid financial strategy in place.

West Coast Insurance Group is an insurance agency located at 11 South Boulevard of the Presidents in Sarasota, Florida. Specializing in home, flood, auto, business, and life insurance, this agency is committed to reducing insurance costs, minimizing coverage gaps, and eliminating exposure to risk for its clients. With a team of experienced professionals, West Coast Insurance Group prides itself on establishing trust with each client and ensuring all their insurance needs are met. As a division of World Insurance Associates, this agency offers expanded Florida insurance markets and additional programs and benefits. Whether you need to protect your investment property or secure a commercial package policy, West Coast Insurance Group is dedicated to finding the best coverage at a competitive price. With a focus on personalized service and expert guidance, this agency is a trusted partner for all your insurance needs.

Ryan Lampasona - State Farm Insurance Agent is a trusted insurance agency located at 867 Northeast 5th Street in Crystal River, Florida. Situated between Dunkin Donuts and Racetrac Gas on Hwy 44, our agency offers a range of insurance services to help protect you and your assets. From tips on avoiding the dangers of drinking and driving to navigating the complexities of house hunting and mortgage loans, our knowledgeable team is here to assist you every step of the way. We can also help you understand your options in the event of a totaled car, ensuring you make informed decisions.

Valiant Insurance and Investment Group, Inc. is a reputable insurance agency located at 3277 Fruitville Road in Sarasota, Florida, United States. With a focus on providing top-quality insurance and investment services, our dedicated team of professionals is committed to helping clients protect their assets and plan for their financial future. Whether you are looking for insurance coverage for your home, car, or business, or seeking advice on investment opportunities, Valiant Insurance and Investment Group, Inc. is here to provide personalized solutions to meet your needs. Contact us today to learn more about how we can assist you in securing your financial well-being.

Cooper Taxes & Insurance is a comprehensive financial services institution located in Orlando, Florida. Our team of experienced professionals specializes in accounting, finance, health, and insurance services to meet the diverse needs of our clients. Whether you need assistance with tax preparation, investment planning, health insurance coverage, or any other financial matter, our knowledgeable staff is here to help. Visit us at 12250 Menta Street to learn more about how Cooper Taxes & Insurance can support your financial goals.

Romero Insurance & Financial Services is a trusted finance and insurance agency located at 1743 South Kings Avenue in Brandon, Florida. With a commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage for your home, car, or business, or need assistance with retirement planning or investment strategies, Romero Insurance & Financial Services is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Ron Smith - State Farm Insurance Agent is an insurance agency located at 21 South Indiana Avenue in Englewood, Florida. Situated at the corner of S. Indiana Ave and Dearborn St, next to Walgreens, our agency has experienced significant growth in the Englewood area over the years. Ron Smith, the dedicated agent, has a passion for the insurance business and enjoys meeting policyholders to creatively solve problems. With a team of experienced professionals, including Cindy, Earl, Joann, Vicky, Ellie, Mary, Nancy, Tammara, and Trisha, we provide personalized service for a range of insurance products such as life, auto, and property insurance. Our team collectively has over 150 years of experience in the insurance industry, ensuring that we deliver top-notch service to our clients. Whether you need assistance with planning for divorce, protecting your roof from weather damage, or tips for rural road driving, we are here to help. Our commitment to professionalism and personalized service sets us apart from other insurance agencies. For your convenience, please refrain from sharing sensitive personal information on our website. If you encounter any difficulties using our site, please call us at (941) 474-9591. We also offer investment products through State Farm VP Management Corp and life insurance and annuities through State Farm Life Insurance Company. Deposit products are provided by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc.

SWFL Insurance is a reputable health insurance agency located at 17640 South Tamiami Trail in Fort Myers, Florida. We specialize in providing comprehensive insurance coverage to individuals and families in the Southwest Florida region. Our experienced and knowledgeable agents are dedicated to helping clients find the right insurance plan that fits their needs and budget. Whether you are looking for health, life, or disability insurance, SWFL Insurance is here to assist you every step of the way. Contact us today to schedule a consultation and secure your peace of mind for the future.

Bovell Insurance & Financial Services is a reputable insurance agency located at 4764 West Commercial Boulevard in Tamarac, Florida. With a dedicated team of professionals, they offer a wide range of insurance and financial services to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, Bovell Insurance & Financial Services has you covered. Their commitment to providing personalized and reliable service sets them apart from other insurance agencies in the area. Visit them today to discuss your insurance needs and secure your financial future.

Open Insurances is a health insurance agency located at 2020 West McNab Road, Fort Lauderdale, Florida, United States. We offer innovative plans with international coverage to help you achieve peace of mind and total well-being. Access the best clinics and medical specialists worldwide with multiple benefits. Protect your family and ensure continuity of projects in case of unforeseen circumstances. Choose from a variety of plans for all types of international travelers with extensive coverage. Invest your dollars in globally diversified portfolios that are simple, efficient, and secure. Our team of agents from various countries has over 20 years of experience and offers a solid portfolio of constantly growing and innovative services provided through a network of over 100,000 service centers worldwide. We focus on meeting the needs of our clients with the goal of ensuring their well-being and mitigating risks associated with their family, work, and business life. With over 90 years of combined experience, we provide peace of mind through comprehensive travel assistance plans.

Bonnie Smart: Allstate Insurance is a trusted insurance agency located at 227 Commercial Boulevard in Lauderdale-by-the-Sea, Florida. Specializing in providing a wide range of insurance products and services, Bonnie Smart and her team are dedicated to helping clients find the best coverage options to protect their assets and loved ones. With a commitment to excellent customer service and personalized attention, Bonnie Smart: Allstate Insurance is a reliable choice for all your insurance needs in the United States.

IGT Insurance Professionals is an independent insurance agency located at 1946 Tyler Street in Hollywood, Florida, United States. Our goal is to provide peace of mind at an affordable price by offering customized coverage plans tailored to your specific needs. We work for you, not for an insurance company, ensuring that you get the best coverage for your dollar. Whether you need home insurance, business insurance, marine insurance, or life insurance, we are here to help. Our experienced agents understand the unique challenges and circumstances you face and will work with you to find the best insurance solutions. We take pride in our work and strive to provide quality service to ensure that you are properly insured and protected.

Fields Insurance is an insurance agency located at 2600 Cypress Ridge Boulevard in Wesley Chapel, Florida, United States. Drive confidently with a customized auto policy that protects both your vehicle and your budget. Invest thoughtfully in your family's future with life insurance that leaves behind more than just memories. Our coverage allows you to focus on your business goals without the constant worry of unexpected financial setbacks. From barns to tractors, our farm insurance is tailored to the unique challenges you face. We offer a variety of insurance options to meet your specific needs, including auto, property, business, farm, and life insurance. Fields Insurance specializes in commercial insurance, providing coverage for apartment complexes, restaurants, office or retail businesses, and contractors. Our agency offers general liability, commercial auto, commercial property, and workers' compensation coverage. We treat every customer like family, ensuring that they receive the coverage they need at an affordable price. Our experienced team provides professional service to help you have the proper coverage in place for your particular risks, giving you peace of mind when it comes to insurance protection. Request a personalized insurance quote from Fields Insurance and protect what matters most to you.

Joyce Coleman - State Farm Insurance Agent is an insurance agency located at 8221 Park Edge Drive, Tampa, Florida, United States. Joyce Coleman is a University of South Florida graduate in Business who is passionate about helping people with their insurance and financial needs. She is actively involved in the community through organizations such as Big Brothers, Big Sisters, and Rotary Club. As a Gasparilla Krewe member and music lover, Joyce enjoys concerts and community events. At Joyce Coleman - State Farm Insurance Agent, you can learn about vehicle safety recalls, the dangers of drunk driving, and teaching kids good saving habits. They offer life insurance, annuities, and deposit products through U.S. Bank National Association. Additionally, pet insurance products are available through American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.

Larry Walker - State Farm Insurance Agent is an insurance agency located at 102 Main Street in Auburndale, Florida, United States. As March approaches and spring break begins, it's important to ensure you have the right auto insurance coverage before hitting the road. Larry Walker and his team are dedicated to helping customers navigate the complexities of auto insurance and make the process easy and straightforward. They are proud supporters of local schools and serve all of Polk County and the State of Florida. Whether you have questions about drunk driving consequences, financial security in your later years, or the benefits of pet health insurance, Larry Walker and his team are here to provide guidance and support.

Briggs Family Insurance Services, INC. is an independent insurance brokerage firm located at 611 East Bloomingdale Avenue in Brandon, Florida, United States. Specializing in a wide range of insurance products for both personal and commercial needs, our experienced agents can help you find the best coverage at a great rate. Whether you're looking to protect your home, vehicles, business, or financial investments, we have a solution for you. Our full-service agency is dedicated to providing personalized service and building long-lasting relationships with our customers. We offer different levels of coverage and expert advice for various insurance products including auto, home, renters, boat, motorcycle, commercial, and more. Our team of diverse professionals is committed to finding the right policy that suits your individual needs and budget.

Farmers Insurance - Roshonda Calhoun is a local insurance agency located at 6842 Florida Avenue South in Lakeland, Florida. As a Native Floridian, Roshonda Calhoun takes pride in serving the community and surrounding areas by providing exceptional customer service and educating clients on their insurance options. With years of industry experience, the team at The Calhoun Insurance Agency can assist with a variety of insurance needs including auto, home, specialty, commercial insurance, and more. They are also licensed in Tennessee, Virginia, and Alabama. If you have any questions or would like to schedule a meeting, you can contact Roshonda Calhoun via email at rcalhoun@mycalhouninsurance.com. The office is conveniently located near Winn Dixie and Dollar Tree on South Florida Avenue. You can also schedule a meeting online through Calendly or simply give them a call.

JVS Insurance Agency, located at 9600 Southwest 8th Street in Miami, Florida, is a family-run insurance agency dedicated to providing personalized insurance solutions to meet the needs of each individual client. Since opening in 1993 with just two employees, JVS Insurance Agency has grown into a reputable corporation with a team of experienced professionals who are committed to delivering excellent customer service. With over 200 years of combined experience in the insurance industry, our knowledgeable staff is equipped to assist clients with a wide range of insurance services, including auto, homeowners, commercial, liability, life, health, and more. As a private agency, we work with multiple insurance companies to offer our clients a variety of options to choose from, ensuring that they receive the best coverage at a competitive price.

Dan Cavin - State Farm Insurance Agent is an insurance agency located at 3650 Forest Hill Boulevard in West Palm Beach, Florida. Dan partners with residents and business owners in Palm Beach County, prioritizing their needs and interests with full transparency. With a focus on utilizing State Farm's financial products and services, Dan is committed to meeting the insurance and financial needs of Greenacres, Wellington, West Palm Beach, Loxahatchee, and Royal Palm Beach. Dan has been with State Farm since 2003 and is a top performer in his field, consistently ranking among the Top 100 agents in auto and health insurance in the US. His team invests heavily in policyholders, providing unparalleled value and service. They help families protect themselves from life's uncertainties and look forward to welcoming new customers into the State Farm family. The agency offers a range of insurance products including Auto, Home, Renter's, Life, and Business/Commercial Insurance. The diverse staff at Dan Cavin State Farm is dedicated to serving the Hispanic and Brazilian communities in the area. Whether you need auto, homeowners, life insurance, or financial services, the team at Dan Cavin State Farm is committed to delivering outstanding products and service to customers in Florida. With a focus on building personal relationships and understanding the risks individuals face every day, the agency strives to be there for customers through both good and bad times. The team is made up of dedicated individuals like Juan Rodriguez, Daniela Navarrete, and Emma Cavin, who bring positivity, helpfulness, and expertise to every interaction. Whether you're in need of auto, health, or home insurance, the team at Dan Cavin State Farm is here to help. Visit the office or give them a call to experience their exceptional service firsthand.

GreatFlorida Insurance - Sam Self is a trusted insurance agency located at 149 North Tamiami Trail, Osprey, Florida. They offer a wide range of insurance options to protect your home, vehicles, boats, motorcycles, business, and more. Whether you are looking for homeowners insurance to safeguard your property or auto insurance to cover damages and medical costs, their local agents will ensure you have the right coverage. Additionally, they provide umbrella insurance to protect your savings and investments, as well as flood insurance to shield your home from natural disasters. With 24-hour service and a network of independent agents throughout Florida, GreatFlorida Insurance is dedicated to finding affordable insurance solutions for you and your family. Contact Sam Self and his team for personalized assistance and peace of mind.

Insurance Designers, Inc. is a trusted insurance agency located at 4123 Parker Avenue in West Palm Beach, Florida. With over 30 years of experience, we offer a wide range of insurance options including Flood Insurance, Auto Insurance, Homeowners Insurance, Business and Commercial Insurance, Health and Life Insurance. Our team of local insurance agents provides competitive pricing with a personal touch to help you find the perfect policy at a price you can afford. Whether you need coverage for your vehicle, home, business, or health, we are here to help. We also offer Windstorm and Flood Insurance, essential for Florida homeowners. In the event of a disaster, our flood insurance policies ensure that you will be reimbursed for all covered losses, even without a federally declared disaster. Let us help you protect your investments and assets with the right insurance policy. Contact us today to see what a difference a local insurance agent can make.

SMAART Company, located at 8200 Hialeah Gardens Boulevard in Hialeah, Florida, is a leading institution offering accounting, tax, and insurance services. With a focus on being the gold standard in accounting, bookkeeping, income tax preparation, payroll services, tax defense, and HOA management, SMAART Company has helped thousands of entrepreneurs and small business owners achieve success and higher profitability. Our personalized approach, attention to detail, and commitment to excellence set us apart in the industry. We offer a range of services to help businesses manage their finances, including bookkeeping, tax preparation, financial statement preparation, payroll processing, and more. Our experienced professionals work closely with clients to develop customized solutions to help them achieve their financial goals.

Healthcare Solutions Insurance Group is an insurance agency located at 4594 Commercial Way in Spring Hill, Florida. We specialize in providing insurance solutions for healthcare professionals, offering a range of coverage options tailored to meet the unique needs of the industry. Our team of experienced agents is dedicated to helping our clients find the right insurance policies to protect their practices and investments. Whether you are a physician, dentist, or other healthcare provider, we are here to help you navigate the complex world of insurance and ensure that you have the coverage you need to thrive. Contact us today to learn more about how Healthcare Solutions Insurance Group can support your business.

Cathy Shadwick - State Farm Insurance Agent is a reputable insurance agency located at 3499 4th Street North, St. Petersburg, Florida, United States. With over 100 years of combined insurance experience, Cathy and her team are dedicated to providing top-notch service for auto insurance, home insurance, life insurance, health insurance, and business insurance. Cathy has been serving the St. Petersburg community for over 30 years, helping clients make informed decisions to protect themselves. The agency also supports local non-profits and charities, such as CASA and The Free Clinic. Whether you walk in, call in, click in, or mail in, Cathy Shadwick's team is here to assist you with all your insurance needs. Don't hesitate to reach out for personalized service and expert advice on annuities, pet health insurance, DIY auto maintenance, and more. State Farm VP Management Corp. is a trusted partner for investment products, while State Farm Life Insurance Company offers life insurance and annuities. U.S. Bank National Association provides deposit products and credit cards. Remember to consult a tax or legal advisor for personalized advice.

Depot Insurance is your local LaBelle and Crystal River independent insurance agency, located at 437 West Hickpochee Avenue in LaBelle, Florida. Specializing in auto, home, life, commercial general liability, and business insurance, we serve clients in LaBelle, Crystal River, and throughout Florida and Texas. As a family-owned independent agency, our priority is helping our customers find the best coverage to protect what matters most in life. We work with a variety of top carriers to tailor coverage to your specific needs.

Sharon King - State Farm Insurance Agent is a local insurance agency located at 134 South Dixie Highway, Hallandale Beach, Florida, United States. Our office is conveniently situated just 1 block south of Hallandale Beach Blvd on South Dixie Hwy, on the west side of the railroad tracks. As a 2024 Good Neighbor, we welcome you to schedule an appointment with us to review your current insurance program and life insurance needs. Sharon King, our dedicated insurance agent, serves the entire state of Florida with a focus on Hallandale Beach, Hollywood, Aventura, Sunny Isles, and surrounding areas. With a BBA Degree in Accounting from Florida Atlantic University, Sharon has a passion for helping people secure their financial future. Our office offers a range of insurance services including Auto Insurance, Life Insurance, Condo Insurance, Renter’s Insurance, Business Insurance, and even Pet Insurance.

Stallworth Insurance Services is a local independent insurance agency located at 1601 North Pace Boulevard in Pensacola, Florida. Specializing in personal service, we are dedicated to meeting a variety of insurance needs for our clients. Our goal is to go above and beyond as your trusted insurance provider. Whether you prefer to visit our office, give us a call, or browse our website, we are here to assist you every step of the way. Choose Stallworth Insurance Services for personalized care and expert advice on all your insurance needs.

Dennis Realty & Investment Corporation is a trusted insurance and real estate agency located at 1022 Land O' Lakes Boulevard in Lutz, Florida. With years of experience in the industry, our dedicated team of professionals is committed to providing top-notch services to our clients. Whether you are looking to buy or sell a property, or need assistance with insurance coverage, we are here to help you every step of the way. Contact us today to learn more about how we can meet your insurance and real estate needs.

Ken Gersbach: Allstate Insurance is a reputable insurance agency located at 3237 Tyrone Boulevard North in St. Petersburg, Florida. With a focus on providing top-notch insurance products and services, this institution is dedicated to helping individuals and families protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, the knowledgeable team at Ken Gersbach: Allstate Insurance is ready to assist you with finding the right coverage options tailored to your specific needs. Trust in their expertise and commitment to customer satisfaction for all your insurance needs.

Foundation Title and Trust, LLC is a reputable insurance agency located at 14016 Spector Road in Lithia, Florida, United States. With a commitment to providing exceptional service and protection to their clients, they specialize in title insurance and trust services. Their experienced team is dedicated to ensuring a smooth and secure transaction process for all their customers. Trust Foundation Title and Trust, LLC to protect your investments and provide peace of mind for your real estate transactions.