About us
"Being insured is not a luxury, it's a NECESSITY."
Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about our qualifications, you may find it reassuring to know that my team and I have many of experience in the insurance and financial services industry.
We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead. We take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Life Insurance, Disability Insurance, Vision Insurance, Dental Insurance, Hospital Indemnity, Medicare Options, Medical travel Insurance, Long-Term Care Insurance, Retirement Income, College Funding
Ask me about these types of insurance...
Our independent insurance agents are here to help you find the best life insurance that will take care of those you leave behind.
Request a life insurance quoteAn annuity is an investment product issued by an insurance company that provides you with guaranteed periodic payments in return for your initial investment.
Request a annuities quoteWhy choose Perez Insurance & Financial Services LLC
States we serve
- Florida
- Massachusetts
- New Hampshire
- New Jersey
- New York
- Ohio
- Texas
- Virginia
Our insurance coverages
Life & Annuties coverage
- Annuities
- Disability Income
- Life
- Long Term Care