At Sarasota Health and Financial Services, we take pride in being a family-owned and operated independent life and health insurance agency, dedicated to providing top-notch insurance solutions to individuals, families, and businesses in Sarasota and surrounding areas. With over 100 years of combined experience, our team of experts is committed to guiding you through the complex world of insurance, ensuring you receive personalized attention and tailored solutions to meet your unique needs.
Our Mission
Our mission is to provide exceptional customer service, unwavering support, and expert guidance to help you navigate the ever-changing landscape of health insurance. We strive to build long-term relationships, founded on trust, integrity, and a deep understanding of your individual and business needs. Our goal is to empower you with the knowledge and confidence to make informed decisions about your insurance choices.
Our Services
At Sarasota Health and Financial Services, we specialize in a wide range of insurance products and services, including:
- Individual Major Medical and Group Health Insurance
- Medicare Supplements
- Medicare Advantage Plans
- Life Insurance
- Annuities
- Long-Term Care Insurance
- Group Life Insurance
- Group Disability Insurance
- Affordable Care Act Health Insurance Marketplace
- Health Insurance Benefits
- Short-Term Plans
Our Commitment
We are dedicated to providing personalized service, taking the time to answer your questions, and working closely with you to select the options that best suit your needs. Our commitment to customer satisfaction is unwavering, and we strive to build lasting relationships with our clients.
Our Partners
We proudly represent a diverse range of insurance companies, ensuring you have access to a wide selection of products and services to meet your unique needs.
Get a Free Quote
If you're looking for guidance on your insurance options, we invite you to request a free quote. Our experienced team will work with you to find the perfect solution for your individual or business needs.
Exceptional Service and Care
The reviewers of Sarasota Health and Financial Services have shared their positive experiences with the company. Both Daniel W. and Anderson Andrew have given 5-star ratings, indicating their high satisfaction with the services provided.
Thorough and Patient Explanation
Daniel W.'s review highlights the expertise of Dan Capierseho in explaining complex insurance and prescription options. He found the explanation to be thorough and patient, which helped them understand their needs and make informed selections.
Effective and Responsive Office Staff
In addition to Dan's exceptional explanation, Daniel W. also praised the office staff for being responsive, kind, and effective. This suggests that the team as a whole is dedicated to providing top-notch service to their clients.
Great Service and Attention to Detail
Anderson Andrew's review echoes Daniel W.'s sentiments, emphasizing the great service provided by Health Financial Services. Anderson appreciated the time taken to go over every detail of his new policy with him, demonstrating the company's commitment to delivering personalized service.

Be the first to review Sarasota Health & Financial Services.
Write a Review