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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.

Reviews
Positive: The reviewers praised the company's exceptional service, patient explanation, and attention to detail.

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.

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