Assurity
@assurity.us
Looking for the best financial advisor near me? Our expert team offers tailored investment management and retirement planning services to secure your financial future. As a trusted fiduciary near me, we prioritize your interests. Connect today with a top-rated advisor.
Assurity's Company Logos
Assurity's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#146031
Jewel
20, 96, 49
143, 66, 23
79, 0, 49, 62
#CCCCCC
Silver
204, 204, 204
0, 0, 80
0, 0, 0, 20
#888888
Gray
136, 136, 136
0, 0, 53
0, 0, 0, 47
About Assurity
Assurity Financial Group is a financial services firm based in Bradenton, Florida, focused on helping retirees and pre-retirees plan for financial freedom. Drawing on more than 50 years of combined industry experience, the team develops customized, written retirement income plans designed to protect and grow clients’ assets and provide dependable income throughout retirement. Its approach emphasizes taking time to understand each client’s goals and avoiding excessive or unnecessary risk.
The firm offers comprehensive retirement planning, investment management, life planning, estate planning, and retirement-focused tax preparation and planning. It also provides insurance products intended to help protect against loss and offer growth potential, including conservative options aimed at limiting exposure to market instability. Assurity Financial Group shares educational resources through articles, videos, calculators, and a retirement guide, covering topics such as Social Security, taxes, and preparing for life after work. Founded and led by David Appleby, who holds ChFC and CLU designations, the firm invites clients to connect with an advisor to discuss their financial plans.
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
