David Appleby- Financial Advisor Bradenton, FL

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About David Appleby

Assurity Financial Group is a transparent fee-based fiduciary with a moderate risk growth investment strategy for those like you in or approaching retirement.

As an Independent Registered Investment Advisors (RIAs) your unique, often complex, financial needs are served with customized solutions since we are not tied to any particular family of funds or investment products; this fact allows for greater choices in achieving your retirement lifestyle goals.

Financial credentials matter when selecting a partner for your retirement strategy, so allow us to educate you about the ones we have earned in the effort to serve you as best possible.

Many clients find us initially due to our expert tax credentials as IRS Enrolled Agents which is a clear advantage when considering the longevity of your retirement nest egg. We prevent the number one drain on your assets, income taxes during retirement.

With an A+ rating from the Better Business Bureau and a pristine record since our establishment in 2002, we sincerely hope to earn your trust through a free exchange of ideas and create the peace of mind so your only worry is what to do with your time while retired; the numerous client reviews and testimonials from people like you illustrate this significant benefit of choosing Assurity Financial Group.

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General Information

Firm Start Year

2002

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1872135/paladinregistry-Assurity-Financial-Group-detailed-disclosure.html

Disclaimer

TPM AUM $997,000,000

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David Appleby

Assurity Financial Group