Insurance, Investments & More
Insurance, Investments & More is a leading Financial Planning & Wealth Management firm in Florida. We take special pride that when you hire us for your Financial Planning & Wealth Management needs, we will make sure your experience with us is hassle-free and pleasant. We're the trustworthy specialists in Lantana that you can call, for any matter big or small. With Insurance, Investments & More, you'll get top-notch service, and also you'll find that our prices are incredibly competitive. Call now at (561) 368-5401 for a free quote.
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Disability Insurance
- Group Employee & Executive Benefits
- Financial Consulting
- Individual Health Insurance
- Life Insurance
- Long Term Care
- Medicare Supplement, Advantage & PDP Plans
Sentiment Analysis
I needed more affordable health insurance and waited until the last minute.
And Bill helped get my employees covered under a new policy for my business.
Great service very friendly people and very experienced helpful with all matters.....
Very helpful and friendly staff
Lawrence Silver and Elizabeth really helped make everything as simple and easy as possible and took their time explaining things in a way that made sense to me!
Great people, always professional and willing to go the extra mile to help.
Everyone is always very professional, responsive to my needs and I always get assistance immediately when I need it.
Have been working w/ these folks for a very long time, and they never fail to make our needs a priority.
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