Call Us Today:
561.451.1550

Financial Planning in Boca Raton and Fort Lauderdale, FL

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Southeast Insurance, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Southeast Insurance, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Southeast Insurance is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Southeast Insurance today to see how Financial Planning can help achieve your goals.

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