Call Us Today:
407.641.1169

Financial Services in Orlando, Clearwater, and Lakeland, FL

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Business Insurance Center is committed to helping you realize your fiscal goals.

At Business Insurance Center, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the experienced education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Business Insurance Center, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Business Insurance Center.

We are proud to provide fiscal planning services for clients near Orlando, Lakeland, Clearwater, Tampa, St. Petersburg, and Kissimmee.

Our Financial Services in Orlando, Clearwater, and Lakeland, FL Coverage Options Include:

Our Locations

Business Insurance Center

6979 Kingspointe Pkwy Unit 9
Orlando, FL 32819
Main office: 407-641-1169
Fax: 407-447-1143

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: By Appointment
Sun: Closed

Business Insurance Center - Clearwater

325 North Belcher Rd., 1st Floor
Clearwater, FL 33765
Main office: 727-726-4989
Fax: 727-210-4448

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: By Appointment
Sun: Closed

Business Insurance Center - Lakeland

1700 South Florida Ave
Lakeland, FL 33803
Main office: 863-616-1755
Fax: 863-802-0209

Office Hours:

Mon: 8:30 AM - 5:30 PM
Tues: 8:30 AM - 5:30 PM
Wed: 8:30 AM - 5:30 PM
Thurs: 8:30 AM - 5:30 PM
Fri: 8:30 AM - 5:30 PM
Sat: By Appointment
Sun: Closed

Our Providers

Testimonials

Helen, Thank you so much. You have been very helpful and professional.
- Wayne
Helen, Thank you for taking care of this so quickly!
- Chad
Awesome, tell Bob to give you a bonus for OUTSTANDING SERVICE!!! You ARE the best! Thanks again!
- Suzie
Thank you. Pleasure dealing with you :)
- Susan
Peggy and Helen: Just a quick note to thank you for having put up with me the last few days while we sorted thru the insurance renewal process. Bob came by today and picked up the signed application and check, but you made it so much easier by e-mailing me the forms and all ahead of time. Again, thanks for all the help and patience. I made sure Bob knew the quality of employees he has working with him when he came by.
- Carmen