Opportunity. Well Managed.

General Info

At DeMoss Financial, making sure all your financial opportunities are well managed is our primary goal. DeMoss Financial delivers the professionalism, expertise, and experience that you expect. We underscore those skills and abilities with a foundation of trust, earned with honesty and fair dealing. Count on us to help you reach all your goals.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm

Contact Info

Phone:

Main - 305-664-0034

Fax - 305-664-0134

Address:

89015 Overseas Hwy Tavernier, FL 33070

Link:

http://www.demossfinancial.com

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Categories

Financial Planners, Financial Planning Consultants, Financial Services, Health Insurance, Insurance, Investment Advisory Service, Investment Management, Investments

Services / Products

Estate Planning Strategies, Retirement Planning, College Savings Planning, Wealth Management, Insurance. DeMoss Financial works closely with our clients to choose the platform that best fits their needs and we monitor it closely to ensure your ultimate goals are being met. 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.

Brands

An Investment Advisor Representative as well as a Registered Representative

Location

89015 Overseas Highway, Suite 3 Plantation Key, FL 33070

Amenities

Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker Dealer, Member FINRA/SIPC. Invesetment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and DeMoss Financial are not affiliated.

Accreditation

Series 6, 7 and 66

CPA, CFP, CDFP