As a Goosehead Agency Owner, I grow my business through referrals from clients and by working closely with Real Estate and Mortgage Professionals. Whether purchasing a new home, refinancing their current mortgage, or just reviewing their insurance needs, my expertise is in advising my clients to correctly understand and manage their risks while getting the most competitive rates in the market. As an Insurance Broker, I shop over 40 top-rated carriers and I’m passionate about helping the people of Florida navigate this challenging insurance market.
We will work together to find out what is most important to you regarding you finance, using an established process. We will trailer a plan specific to your news & goals. We will partner together to keep you on track. Why?
Because I a passionate about helping you to achieve and protect your wealth!
State Farm Insurance and financial services, selling auto, home, life and all forms of insurance as well as financing autos, mortgages, boats, RV’s.
State Farm Insurance and financial services, selling auto, home, life and all forms of insurance as well as financing autos, mortgages, boats, RV’s.
OWN YOUR FUTURE-Have you ever felt like you would never have enough money for your children’s college, your retirement, vacations, emergencies, illness, or life’s unexpected challenges? If so, at WFG we help families and businesses create their financial independence. The mission of our company is, NO FAMILY LEFT BEHIND. We offer complimentary financial education that changes lives. We are The Next generation Leadership Development Team. WFG is expanding rapidly and we need your help so we can help families in need of our services. Be a part of a team with DREAMS that become REALITY!!! We offer FREE Financial Needs Analysis by industry
experts, no matter where you are in your financial world. We
help you develop a path of freedom and security with guaranteed
growth and protection.
Mortgage Financing for purchase or refinance loans. Counseling for credit in order to prepare to purchase home.
K2 Capital Management PLLC offers multiple insurance and financial services and our short-term goal is to be a full service financial firm.
We work with dozens of carriers to help our clients with family, personal, and business financial and insurance needs. There is not fee for a
consultation or insurance and financial review. We offer Life, Health, Property and Casualty Insurance, as well as Annuities, Social Security,
Retirement and College Planning, and Portfolio Management.
I graduated from Purdue University, starting my college career as an engineering student, but it just didn’t feel right. I decided instead on a degree
in Consumer Financial Counseling and Planning. I have since received the designations of Accredited Asset Management Specialist and Chartered
Retirement Planning Counselor from the College for Financial Planning. I’ve worked in several areas of financial services, insurance, lending, back
offices of a financial firm, and investment advisor. In 2013 I left the corporate insurance world and decided to go out on my own. My partner, David,
who was my boss at the time, left shortly after I did and joined me. Eight other advisors from the same corporation have since joined us. We currently
have offices in Venice and Sarasota, and plans are in process for a Fort Myers location. We are licensed to do business in Florida, Indiana, Virginia,
West Virginia, Maryland and Massachusetts, and Texas.
I moved to Florida in 1998 from Indiana, and live in South Venice with my dog, Miss Daisy.
I want to change everything about my info here. Can we delete the map and where is says “Serves Naples and Bonita”? I no longer have a fax, so that can be deleted. My email does not show up anywhere. The website should be livingbenefitsexperts.com/DaleBlock. Wow! I wish I had done this a long time ago! Could you send me a draft before posting? Also, how do I change the photo?
This is what I would like it to say:
Birth through retirement, I am able to serve everyone throughout the US and across the lifespan as a Five Rings Independent agent. Financial education is key to success, because with the right information we are able to make sound financial decisions for our future. We offer two signature events consistently in SW Florida and throughout the nation: Wine, Women & Wealth and Money 101, both packed full of great information. My passion is in partnering with women toward individual goals for a safe and secure financial future. No fees, just a genuine relationship built on trust, compassion, confidentiality, expertise and caring. I look forward to hearing from you.
P.S. Please know that I am always looking for new teammates, part time or full time, who have a heart for serving.
At Transamerica Agency Network we provide expert guidance and
innovative solutions to individuals and businesses to help meet
their financial goal and objectives. It’s about building a tomorrow
worth looking forward to.
Stroemer & Company is a full service CPA/consulting firm with 9 locations throughout Florida.
The firm has been providing audit, tax, bookkeeping and management consulting to a wide variety of industries ranging in size and complexity for over 25 years.
I work with individuals & business to implement a plan to help protect their families and make it possible to reach their financial goals with insurance and financial products.
Baird is an international wealth management, capital markets, asset management
and private equity firm. Thanks to our independent, employee-owned structure,
each one of our associates worldwide shares a real stake in your success. We know
from experience that the only way to help you reach your goals is to keep your best
interest in mind – always.
We provide financial planning and investment oversight to help you achieve financial well-being and peace of mind. We especially enjoy working with women to address their unique long-term needs. We will work with you to understand your current financial situation, needs and goals. Next we design, implement and monitor your investment plan.
We provide financial planning and investment oversight to help you achieve financial well-being and peace of mind. We especially enjoy working with women to address their unique long-term needs. We will work with you to understand your current financial situation, needs and goals. Next we design, implement and monitor your investment plan.
Roy Hair State Farm is a full-service insurance agency providing insurance and finance services. We offer
Auto, Homeowner, Life and Health Insurance for Individuals and families.
A regional relationship bank, First Horizon has shown its commitment to the communities it serves for more than 150 years.