Assurity Financial Group - Bradenton, Florida

Okay, here’s a comprehensive overview of Assurity Financial Group, formatted as requested, aiming for a formal, helpful tone:

Assurity Financial Group: A Trusted Financial Partner

Assurity Financial Group is a dedicated and experienced financial services provider located in Bradenton, Florida. They operate from their office at Address: 2429 Manatee Ave E UNIT 1, Bradenton, FL 34208, and can be reached by phone at Phone: 9417395006. Their website, Website: assurity.us, provides detailed information about their services and team.

Specializations and Services

Assurity Financial Group distinguishes itself by offering a comprehensive suite of financial services, catering to a diverse clientele. Their core specializations include:

• Financial Planning: They assist clients in developing personalized strategies for achieving their long-term financial goals.
• Financial Consulting: Providing expert advice and guidance on a wide range of financial matters.
• Tax Consulting: Offering support in navigating complex tax regulations and optimizing tax strategies.
• Tax Preparation: Comprehensive tax preparation services to ensure accuracy and compliance.

Key Features and Accessibility

Assurity Financial Group prioritizes client convenience and accessibility. Notable features include:

• Veteran & Women-Owned Business: They proudly identify as both a veteran-owned and women-owned business, reflecting a commitment to community and diverse leadership.
• Online Appointments: Streamlined scheduling for added convenience.
• Onsite Services: Traditional in-person consultations are also available.
• Language Assistance: Dedicated support for clients requiring assistance with language barriers.
• Accessibility Features: The office is designed with accessibility in mind, featuring a wheelchair accessible entrance, parking lot, and restroom.

Client Experience & Reputation

Initial reviews suggest a consistently positive experience. The company maintains 10 reviews on Google My Business, with an impressive Average opinion: 5/5. This high rating indicates a strong emphasis on client satisfaction and a commitment to building long-term relationships. It appears clients value the peace of mind they gain through dedicated, knowledgeable support, particularly as they approach significant life stages like retirement. The focus on understanding individual circumstances and tailoring strategies seems to be a common thread in the feedback.

Location and Contact Information

The Bradenton location offers a comfortable and professional environment for meetings and consultations. The office is easily accessible, and the team is dedicated to providing personalized attention to each client.

Recommendation

For individuals and families seeking a trustworthy and experienced financial partner, Assurity Financial Group presents a compelling option. Their holistic approach, combined with a commitment to accessibility and client well-being, creates a truly supportive environment for navigating the complexities of personal finance. We encourage prospective clients to visit the assurity.us website to learn more and schedule a consultation. It’s a proactive step towards securing a financially stable and confident future.

👍 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.