BALANCED SECURITY PLANNING, INC.

FORT MYERS, FL

Address: 16970 SAN CARLOS BLVD STE 160184, FORT MYERS, FL

3 Reviews

Balanced Security Planning, Inc. is a reputable insurance agency situated at 16970 San Carlos Blvd Suite 160184, Fort Myers, FL. They hold licenses to distribute a wide range of insurance products tailored to meet the diverse needs of individuals and businesses alike. Their offerings include health, life, disability, long-term care, annuities, and property & casualty insurance. Balanced Security Planning, Inc. prides itself on its personalized approach, working closely with clients to assess their unique requirements and provide customized solutions. Their team of experienced professionals is dedicated to delivering comprehensive coverage with exceptional customer service.

Online reviews consistently praise Balanced Security Planning, Inc. for its knowledgeable and friendly staff, competitive rates, and unwavering commitment to client satisfaction. Many customers have expressed appreciation for the agency's ability to provide clear and concise explanations of complex insurance concepts, enabling them to make informed decisions. Testimonials highlight the agency's responsiveness, prompt handling of claims, and willingness to go the extra mile to ensure clients' peace of mind. Balanced Security Planning, Inc.'s overall high customer satisfaction ratings reflect its dedication to providing exceptional insurance services.

Other Details

  • License Type: Life Agency; AGENCY LICENSE
  • States licensed: FL
  • Products: Life Agent/Agency
  • Year Established: 2022
  • Company Type: Corporation
16970 SAN CARLOS BLVD STE 160184, FORT MYERS, FL

Users Reviews

4.8

Based on 3 Reviews

Total 3 Reviews

DB

daniel blake

  • Reviewed on
  • 1 reviews written
4.8

balanced security planning should be the only insurance provider in southwest florida. i have been so pleased with the service i received throughout my dealings with the company. from my first interaction with brittany, through all of my interactions with mike, i have been consistently impressed with the professionalism, responsiveness, and knowledge of the entire staff.

JW

jennifer white

  • Reviewed on
  • 5 reviews written
4.9

great experience! mike has been very helpful and always answers my questions in a timely manner. he is very knowledgeable and friendly. balanced security planning is the best around!

DJ

david johnson

  • Reviewed on
  • 78 reviews written
4.6

easy to deal with. they gave me what i needed and quickly resolved any little issues that arose.

H

HEIM YOUNG & ASSOCIATES INC.

SPRINGFIELD, MO

0.0 (0 reviews)

  • License Type: Life Agency; AGENCY LICENSE
  • Products: Life Agent/Agency
  • Number of Agents: 0
  • States licensed: MO; FL
  • Year Established: 2016
  • Company Type: Corporation
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I

INSIGNEO SECURITIES LLC.

MIAMI, FL

4.7 (3 reviews)

  • License Type: Life Agency; AGENCY LICENSE
  • Products: Life Agent/Agency
  • Number of Agents: 0
  • States licensed: FL
  • Year Established: 2021
  • Company Type: Limited Liability Company
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