We have over 30 years of experience providing insurance advice for individuals, families and businesses in Sarasota County, Manatee County and Charlotte County. Check out a few testimonials on the Home Page.
Providing personalized insurance service with no pressure quotes that make sense AND fit your budget. Free consultations, 30 years experience and the strongest carrier partners in the industry, over 180 at last count. Serving Sarasota, Bradenton, Siesta Key, Longboat Key, Lakewood Ranch, Osprey, Nokomis, Venice and Southwest, FL.
Let us help with your health, life, Medicare, Disability, Short-Term Medical, Vision, Dental or Travel insurance needs at (941) 809-2012 or get in touch with us below.
Our Expert Team
Our investment experts constantly evaluate the best ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.
John Harris
CEO and Board Member
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Melanie Saunders
Head of Investment
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Bernard Crotty
Tax Advice
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