Florida Legacy Advisors - Altamonte Springs, Florida

Dirección: 222 S Westmonte Dr #101, Altamonte Springs, FL 32714.
Teléfono: 4077454654.
Página web: floridalegacyadvisors.com
Especialidades: Agencia de seguros de vida, Compañía de seguros médicos, Compañía de seguros.
Otros datos de interés: Entrada accesible para personas en silla de ruedas, Estacionamiento accesible para personas en silla de ruedas.
Opiniones: Esta empresa tiene 43 valoraciones según Google My Business.
Opinión media: 5/5.

📌 Ubicación de Florida Legacy Advisors

Florida Legacy Advisors 222 S Westmonte Dr #101, Altamonte Springs, FL 32714

⏰ Horario de Florida Legacy Advisors

  • Lunes: 9 a.m.–5 p.m.
  • Martes: 9 a.m.–5 p.m.
  • Miércoles: 9 a.m.–5 p.m.
  • Jueves: 9 a.m.–5 p.m.
  • Viernes: 9 a.m.–5 p.m.
  • Sábado: Cerrado
  • Domingo: Cerrado

Para aquellos que buscan una gestión financiera integral y personalizada, Florida Legacy Advisors se presenta como una opción sólida y confiable. Esta empresa, ubicada en 222 S Westmonte Dr #101, Altamonte Springs, FL 32714, ofrece una amplia gama de servicios diseñados para asegurar el bienestar económico a largo plazo de sus clientes. El teléfono 4077454654 es el canal directo para contactarlos y obtener información detallada.

Presentación de Florida Legacy Advisors

Florida Legacy Advisors es una compañía de seguros con una sólida reputación en el mercado. Se especializan en tres áreas clave: Agencia de seguros de vida, Compañía de seguros médicos y, por supuesto, Compañía de seguros en general. Esto les permite ofrecer soluciones completas que abarcan desde la protección de sus seres queridos hasta la cobertura de necesidades de salud y la gestión de riesgos financieros.

Especialidades y Servicios Ofrecidos

Lo que distingue a Florida Legacy Advisors es su enfoque en la planificación patrimonial y la asesoría financiera personalizada. No se limitan a vender pólizas; buscan comprender a fondo las metas y prioridades de cada cliente para diseñar estrategias a medida. Esto incluye la optimización de planes de jubilación, la gestión de inversiones y, crucialmente, la planificación de sucesiones. Su compromiso con la transparencia y la honestidad, como se refleja en las valoraciones positivas, es un pilar fundamental de su filosofía de trabajo.

Información de Contacto y Accesibilidad

La dirección física de la empresa es 222 S Westmonte Dr #101, Altamonte Springs, FL 32714. Para aquellos que requieran asistencia, es importante destacar que el local cuenta con estacionamiento accesible para personas en silla de ruedas y es entrada accesible para personas en silla de ruedas, demostrando su compromiso con la inclusión y la comodidad de sus clientes. La página web, floridalegacyadvisors.com, ofrece una visión más profunda de sus servicios y recursos.

Opiniones y Valoración de Clientes

Florida Legacy Advisors cuenta con 43 valoraciones según Google My Business, con una media de 5/5. Estas valoraciones, que reflejan la satisfacción de sus clientes, sugieren un alto nivel de profesionalismo, conocimiento y dedicación al servicio. Se percibe un fuerte énfasis en la relación con el cliente, con referencias a un trato personalizado y a la capacidad de los asesores, como Jimmy Bejarano, para ofrecer soluciones innovadoras y adaptadas a las necesidades individuales. La confianza y la seguridad que transmiten son elementos clave en la elección de esta empresa.

👍 Opiniones de Florida Legacy Advisors

Florida Legacy Advisors - Altamonte Springs, Florida
Betsy B.
5/5

Jimmy Bejarano- is an exceptional financial advisor. He takes care of you like family! HONESTY is the way he leads his life, never putting your financial growth on the back burner. I have had TREMENDOUS GROWTH in this firm, thanks to his knowledge above anyone else's.

Florida Legacy Advisors - Altamonte Springs, Florida
Don D.
5/5

Jimmy and Yvonne do an outstanding job in assisting us every year to determine the best supplemental Plan D and other benefits for the coming year. We have referred many individuals to them and everyone is please with their knowledge and professionalism.

Florida Legacy Advisors - Altamonte Springs, Florida
Felecia H.
5/5

Brandi Hardy is superb. She goes over and beyond to get you the best coverage for you and your family! I highly recommend her!

Florida Legacy Advisors - Altamonte Springs, Florida
Ray A. J.
5/5

I highly recommend attending an educational Medicare event by Florida Legacy Advisors. Agent Jimmy Bejarano & his team members each informed us about how medicare works in an easy to understand manner. He also makes the presentation interactive so you can understand immediately without having to wait until the end of the presentation. You will leave empowered and educated on how to proceed with these very important decisions that we all face as seniors. I just want to say thank you for this outstanding presentation.

Florida Legacy Advisors - Altamonte Springs, Florida
John M. (.
5/5

Highly recommend Cindy Barfield - she is knowledgeable, helpful and always accessible/responsive. Really great experience for getting started on Medicare!

Florida Legacy Advisors - Altamonte Springs, Florida
Leo S.
5/5

We have had a positive experience working with Nadia Tupikina. We moved to Florida from a northern state at the end of 2023, and one of the most crucial issues was choosing the right health plan in time. The situation was complicated by the fact that I am already retired, while my wife continues to work, meaning we needed two different plans. Moreover, we were alarmed by information suggesting that the level of medical care was low and insurance would be unaffordable.

We conducted research on social media and asked friends who had been living in Florida for a long time, and without hesitation, we chose Mr. Tupikina. We were not disappointed, as he meticulously analyzed our situation and preferences. I believe if we were to add up our countless video and phone calls, it would amount to several hours. Afterward, he gave us the opportunity to independently compare the plans she recommended based on several important parameters.

What was the result? Of course, getting the first appointment and becoming established patients took time, but now we have a good network of highly qualified doctors. It is no worse than, and in some aspects, the level of specialists is much higher than what we had before moving to Florida. Surprisingly, we are paying a quite acceptable amount for this. Yes, some of my wife's doctors' offices are a 35-minute drive away, but we looked at patient feedback and decided it was worth it.

We have approached Nadia with other planning and insurance questions, as his experience is extensive and he made every effort to help. The greatest gain on this journey was Nadia himself, as a professional and warm person who sincerely helps people find optimal solutions.

Florida Legacy Advisors - Altamonte Springs, Florida
Aaron C.
5/5

Jimmy is VERY knowledgeable and VERY versed in providing KEY strategies to help your money make the MAX on return! Thank YOU Jimmy! 😛🙂🙏

Florida Legacy Advisors - Altamonte Springs, Florida
Andrea O.
5/5

I reached out to Jimmy Bejarano sometime last year to assist me in getting supplement insurance for both of my in-laws. Right way, I was surprised with his professionalism and dedication to his clients. He went above and beyond; taking the time to explore multiple options and making sure we understood our choices. Jimmy kept us posted throughout the entire process and was always available to answer our numerous questions and concerns. I never met someone so kind, patient and dedicated as Jimmy. I am so happy with his services that I refer him to all my patients and friends that are in need in starting or changing their Medicare insurance or supplement. He had helped several patients of mine with great result and satisfaction. I highly recommend Jimmy Bejarano to anyone looking for help in finding the best Medicare insurance, without all the headache and hassle of trying to go through the process on their own. I wish I could give Jimmy 100 stars instead of five. Just the best!

Subir