About Stringer & Associates Financial Services
At Stringer & Associates Financial Services, our purpose is simple — to empower individuals, families, and businesses with the financial resources they need to thrive. We offer a comprehensive service suite that provides protection, preparation, and peace of mind. Our team of multi-state licensed professionals is dedicated to helping you secure your present while planning for a prosperous future.
Our Mission
To provide tailored financial services that empower individuals, families, and businesses to protect their assets, achieve economic stability, and create generational wealth.
Our Vision
To be the premier financial services firm known for integrity, personalized service, and community impact.
Our Core Values
• Integrity: Honesty and transparency guide every interaction.
• Empowerment: We equip our clients with knowledge and tools for success.
• Excellence: We deliver professional, high-quality financial solutions.
• Community: We give back to our community by supporting financial literacy and education.
Why Choose Us?
• Multi-state licensed insurance and financial service professionals.
• Comprehensive support for individuals, families, and businesses.
• Customized service to meet your specific needs.
Our Approach
Tailored Financial Solutions
At Stringer & Associates Financial Services, we believe in a personalized approach to financial planning. By understanding your unique circumstances, we create modern and effective financial strategies that align with your goals. Our holistic methods empower you to make informed decisions and navigate financial complexities with confidence.
Professional Expertise
Continuous Learning
In an ever-evolving financial and real estate landscape, I am committed to continuous learning to provide my clients with the most up-to-date and comprehensive solutions. From mastering changes in tax regulations to staying ahead of industry trends in insurance and real estate, I prioritize education as a tool for empowerment. By consistently expanding my knowledge base, I ensure that my clients receive expert guidance tailored to their unique financial and asset protection needs.
Accreditations
As a multi-state licensed insurance agent, I hold a Florida 2-15 License, covering Life, Health, Retirement, Supplemental Insurance, and Critical Care. Additionally, my Florida 2-20 License qualifies me to provide General Liability and Property & Casualty insurance solutions, ensuring businesses and individuals have the protection they need. My expertise extends beyond insurance into real estate, where I am a licensed professional dedicated to helping clients navigate the buying, selling, and investment processes. These accreditations reflect my dedication to delivering well-rounded financial security and wealth-building strategies.
Experience
With over 19 years of tax preparation experience, I have developed a keen understanding of financial planning, asset protection, and wealth management. Since 2013, I have been an insurance professional, assisting individuals and businesses in securing the right coverage for their needs. Most recently, I have expanded my expertise into real estate, further enhancing my ability to provide clients with full-spectrum financial and asset management solutions. My diverse background allows me to offer a holistic approach that integrates tax strategy, insurance, and real estate to support my clients’ long-term financial success.