Call Us Today:
561.451.1550

Financial Services in Boca Raton and Fort Lauderdale, 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, Southeast Insurance is committed to helping you realize your fiscal goals.

At Southeast Insurance, 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 expert 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 Southeast Insurance, 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 Southeast Insurance.

We are proud to provide fiscal planning services for clients near Boca Raton, Fort Lauderdale, Delray Beach, Deerfield Beach, Boynton Beach, and West Palm Beach.

Related Products:

Our Location

Southeast Insurance

19575 State Road 7
Boca Raton, FL 33498
Main office: 561-451-1550
Fax: 561-451-1561

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

Thank you Brian Samberg and the representatives at South East Insurance. Your commitment to your clients and their loved ones is above the standard of any insurance business as the customer service and knowledge is remarkable from each and every one of your staff. We thank you and offer you the highest recommendation.
- Priscila and Steven, L.
Southeast Insurances found me a great rate and saved me thousands on my homeowner's insurance. The personal attention was unmatched. I know I have an agent I can count on in any emergency.
- BJ S.
It is more my nature to write letters that complain about poor service. But this letter is quite the opposite. I have never and I mean never, been given such professional advice, great quotes, and personal service from any organization, as I did with yours. Brian, I am very proud that Southeast Insurance is my go to agency. If you ever need a reference please add me to the top of the list.
- Bruce L.
Insurance is insurance..something we all need. The one element that your company provides is the personal touch. This separates you from everyone else. This is special in the day when all we usually get are faxes and email
- Dr. Richard S.
I chose Southeast Insurance for my insurance needs because Brian took the time to explain in detail the benefits vs. cost of each of the policies that I had outstanding. In the past I have had to use many different companies without the personal service that Brian exemplifies. I would and have recommended him to everyone that has asked for help in this area.
- Eric R.
We have been a client of Southeast Insurance for many years and Brian has always come through with the best value on quality policies. The only thing they do better than their price is their customer service. They always make you feel like a friend and are willing to educate their clients on all their insurance needs. The best compliment you can give is a referral and over the years, we have sent Brian all of our friends and family.
- Danielle & Doug
I just had an experience with a brand new Lexus that was involved in an accident 5 days after purchase. Everything was a mess, the insurance hadn't been switched yet (my fault, hadn't called yet) the Dealership hadn't completed all the paperwork etc. I couldn't get answers from the Dealership body shop, Rental company etc. One call to Brian at Southeast and he personally (while with a client) spoke to the Body Shop Manager, the Hertz rental guy and Travelers and everything was taken care of instantly. I haven't had to do a thing but answer a phone call from Travelers. If you think there isn't a difference of having a great Independent Insurance agent (also got me the best price), Think again. It was one of the best decisions that I ever made!
- David Freidenreich
Great agency that has the client's needs at the forefront of the insurance process. I was able to refer a client from the north east that was taking over the financial responsibilities of a local parent and was concerned about the cost for the coverage provided through another agency. Not only did Brian and his staff respond within an hour, he was able to provide BETTER coverage at a more affordable rate. That is the beauty of having an independent agent who represents the best companies doing business in Florida and have the client's needs as the guiding principle of their business. Thank you for all you do and I will continue to refer clients from the "northeast" to Southeast Insurance!
- John Fear
Brian and his team are the Best! They are very professional, knowledgeable, and get the best deals. I recommend Southeast Insurance to all my friends.
- Doug Manolakos