What can our Personal and Business Financial Concierge services do for you?
Our portfolio of financial services and risk management solutions provide you with your personal financial team, managing and helping to streamline the financial complexity in your personal or business life - or both!
Let us do the work in finding you the most suitable financial solutions that saves you time and money so you can focus on you and/or your business. It truly is - Security You Can Count On!
Multi Carrier - Direct to Consumer - Insurance Marketplace
Our InsureMeNowDirect portal makes shopping for and buying personal insurance simple – it’s always on your terms, not ours.
Instantly - Quote | Apply | Get Covered!
Business Credit & Financing Without The Headaches
Our mission is to empower entrepreneurs to achieve their biggest business goals with proper funding. We help business owners find the credit, capital, and support needed to establish and grow a thriving business.
We understand the importance of protecting you and your family, and our approach to identifying your exposures and presenting viable coverage options is unique, just like you.
We are committed to meeting the diverse insurance needs of our clients. We represent a large number of insurance carriers to address those needs as events occur through life's changes.
Your business insurance needs are unique. We understand that no two clients are alike, and we partner with a diverse group of carriers to offer insurance products designed to meet our individual clients' expectations.
Whether you’re starting out as a new business or are an established company, your business insurance options differ and require a risk management approach that closes gaps in coverage while increasing insurance protection.
While many people think of employer benefits plans as being strictly about medical coverage, there’s many more types of insurance to consider such as Dental, Disability, Life, Vision, Critical Illness, Hospital Indemnity, Accident, Cancer plans are also critical to providing for the health of employees and their families.
Tackling compliance, risk management and employee benefits can be complex and time-consuming. We have resources that help you manage these tasks and protect your bottom line. We provide a variety of value-added professional services to our clients that reduce customer costs, increase efficiency and improve employee satisfaction. We offer attorney-reviewed resources to help you stay in compliance and ensure your organization’s safety and continued success.
You need an expert in all things business financing from Business Credit to Multi-Million dollar traditional loans. We help you find the perfect business financing solution to fit your immediate needs and create a plan to get better funding for your future.
We help you set up your business for credibility, build business credit, and get matched with the funding you need to properly establish and grow your business.
7541 Woodland Bend Circle, Fort Myers, Florida 33912, United States
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