Broker Check

DeMoss Financial

(305) 664-0034
[email protected]

DeMoss Financial, Inc. is a full service insurance and financial services firm. In our insurance division we specialize in employee benefits packages and also offer a full range of insurance products for individuals and families.

We become partners with our clients, working with them to achieve their goals. Many of our clients view DeMoss Financial as an extension of their human resources department -- we assist our clients with all aspects of administering and evaluating employee benefit programs.

On our financial side, we offer a broad array of financial planning and wealth management services for groups and individuals. These include stocks, bonds, annuities, estate planning strategies, trusts review, and retirement planning to name just a few.

With financial planning and wealth management, DeMoss Financial believes that each client has specific needs, objectives, and risk tolerances that must be accurately assessed to create a customized plan for financial security. We utilize a conservative, fundamentally sound approach to all our financial planning and wealth management services.

Not only are our staff members here to serve our clients but we have also established Strategic Partnerships that allow us to offer the best of both worlds. Our clients get the personable one on one relationship that ensures they are our top priority as well as the economies of scale that come with working with a larger firm.