ASB Financial
About This Business
ASB Financial is a comprehensive retirement planning expert that operates with the goal of protecting individuals and their families in communities throughout Florida. The company provides assistance with selecting Medicare insurance, forming financial planning strategies, and offers a wide variety of annuity and life insurance products to ensure clients have enough money during their retirement years. Their team of experts stands ready to provide protection in four main areas – medical bills, independence, legacy, and helping make sure clients don’t outlive their money. ASB Financial offers tax-deferred, fixed-indexed annuities, income guarantee annuities, term life, final expense, universal life, and whole life insurance plans. The company's agents educate clients on the different types of plans available, offer reviews to help clients understand their current policies and strategies, and provide direction on which products might be best suited for their specific needs. With offices conveniently located throughout Florida, ASB Financial aims to help clients with everything from their health to their wealth. The company's mission is to leave their clients' homes better off than when they got there, and they achieve this through their Value Finding approach, which helps clients enroll in programs with the benefits and features they find most valuable. ASB Financial serves individuals of all ages and offers a unique program that can help loved ones save up to 25% on future college tuition costs. By providing personalized service and expert guidance, ASB Financial empowers individuals to make informed decisions about their financial future and secure their legacy. With a strong presence in Florida and a commitment to excellence, ASB Financial is a trusted partner for those seeking to protect their assets, ensure their independence, and build a lasting legacy.
Customer Reviews
1 total reviews
Gwendolyn Pritchard
June 06, 2025Left Feeling Like I Was Sold a Dream, Not a Plan
I'm usually not one to write reviews, but my experience with ASB Financial was disappointingly underwhelming. As someone who's been diligent about planning for retirement, I thought I'd found a partner in them. Their initial presentation seemed comprehensive, covering all aspects of retirement planning, from Medicare insurance to annuity products. However, as we delved deeper, I started feeling like I was being pushed towards products that didn't entirely align with my needs. The emphasis on tax-deferred, fixed-indexed annuities and income guarantee annuities, while sounding secure, didn't account for the flexibility I might need in the future. What really bothered me was the lack of transparency regarding fees associated with these products. It felt like a significant portion of our conversation was dedicated to selling me on the benefits without fully disclosing the costs. My attempts to clarify these points were met with somewhat evasive responses, further raising my skepticism. Perhaps my expectations were too high, given their mission to empower individuals to make informed financial decisions. Unfortunately, I left our meetings feeling more confused than enlightened, unsure if I was truly getting the personalized service and expert guidance they promised. For a company that prides itself on a 'Value Finding approach,' I expected more tailored advice rather than a one-size-fits-all solution. Unless they revisit their approach to client consultation and transparency, I would caution potential clients to proceed with a critical eye, ensuring they fully understand what they're signing up for.
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Based on 1 reviews