Assurity Financial Group - Bradenton, Florida

Okay, here’s a detailed overview of Assurity Financial Group, presented in a formal and approachable style, suitable for someone seeking financial guidance:

Assurity Financial Group: A Trusted Financial Partner

Assurity Financial Group is a dedicated and experienced financial services firm located in Bradenton, Florida. They operate with a commitment to providing comprehensive financial solutions tailored to individual needs. Their core mission centers around empowering clients to achieve their long-term financial goals with confidence and clarity. The firm’s location is strategically situated at 2429 Manatee Ave E UNIT 1, Bradenton, FL 34208, making it easily accessible to clients in the surrounding area.

Specializations and Services

Assurity Financial Group distinguishes itself through a broad range of specialized services. They function as highly skilled financial planners, meticulously crafting personalized strategies for retirement, investments, and overall financial security. Furthermore, they offer expert guidance as financial consultants, assisting clients in navigating complex financial decisions. Recognizing the importance of tax planning, they also provide comprehensive tax consultation and preparation services, ensuring clients remain compliant and optimize their tax strategies. Essentially, they aim to be a one-stop shop for all financial needs.

Key Features and Accessibility

What truly sets Assurity Financial Group apart is their dedication to client convenience and support. They offer both online appointments and onsite services, catering to different preferences. Notably, they provide language assistance, demonstrating a commitment to inclusivity. Accessibility is a priority, with features like a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. It’s important to note that appointments are generally required and strongly recommended for efficient service, and a free parking lot is available for client convenience.

Company Background and Values

Assurity Financial Group proudly identifies itself as a veteran-owned and women-owned business. This background contributes to their client-centric approach and dedication to integrity. They prioritize building strong, trusting relationships with their clients. The firm consistently emphasizes a proactive approach to financial management, constantly monitoring market conditions and adjusting strategies as needed. They currently hold 10 reviews on Google My Business with an impressive average opinion of 5/5, a testament to their outstanding service.

Contact Information

For more information and to schedule a consultation, please visit their website at assurity.us. You can also reach them directly by phone at 9417395006.

Concluding Recommendation

Based on the feedback and comprehensive services offered, Assurity Financial Group appears to be an excellent choice for individuals seeking reliable and knowledgeable financial guidance. Their commitment to accessibility, veteran and women ownership, and consistently positive client reviews strongly suggest a professional and trustworthy firm. We highly recommend exploring their website and scheduling a consultation to discuss your specific financial goals and how Assurity Financial Group can help you achieve them.

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👍 Reviews of Assurity Financial Group

Richard B.

5/5

Peace of mind, pure and simple; that is the benefit of working with David. As full retirement looms for me, David and I have a strategy that essentially has created a pension for me. My understanding is that I can’t lose money or outlive it. I trust David, and I don’t understand finance as well as he does, but I’m convinced he is working diligently to stay up to date. He also seems to find the best options that are in my best interest. I highly recommend David to anyone.

Helen K.

5/5

David (Assurity Financial Group) has made me feel at ease about my future. I don’t have to worry about having enough money to retire now that David has invested my money to work for me. And, he (David) is very good at explaining everything.

Shirley C.

5/5

David listens, is always prepared, and comes up with solutions that always meet my needs. With the help of Assurity Financial, my investments are consolidated into conservative holdings and provide for my long term care needs. I am extremely pleased and appreciate their willingness to meet with me outside of typical business hours.

Anthony D. G.

5/5

What a pleasure it was to work with David & Monica at Assurity Financial Group! From the moment you step in to their office, they make sure you are treated with the upmost respect and more importantly, listen intently to what your concerns and expectations are. I certainly enjoyed my time with them and making my decision to go with their services was an easy one thereafter.

I urge anyone in the market for any type of financial planning to visit Assurity Financial Group. You won't regret it.

Geri &. J. R.

5/5

I personally have been going to BeeSure/Assurity for the last seven or eight years for my investments and tax returns. Recently my husband met Monica and David and like them so much that he decided to put his annuity account with them. We both believe that they are the most trustworthy, honest, and sincere people that we know and would highly recommend them to anyone who requires their services.

Heinz M.

5/5

Trustworthiness and genuineness; also going the extra mile for clients is very important for me as well as backing up what they say.
I have known David for several years and all my experiences have been of a positive nature.
Genuine honesty and caring are pluses for David and his company.

Merlyn F.

5/5

I wanted to invest and grow my money in something guaranteed safe, so when I need to ‘lean more heavily’ on that money down-the-road, it’ll be there. I agreed to an appointment with David and am glad I did. The Assurity Financial Group team has gone above and beyond to make recommendations that are in my best interests.

Bud S.

5/5

I have recommended Assurity Financial Group to others. They always keep my best interests in mind and understand my concerns regarding my investments and plans for future distributions. They are thorough in understanding me and my financial goals.