Freddy Palacio

Financial Advisor at Aston Insurance Group

Role
Financial Advisor at Aston Insurance Group
Location
Fort Lauderdale, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Freddy Palacio

During my entire professional career leading service businesses, I have focused on developing valuable and enduring relationships with the people I encounter by creating positive impacts through my work. As a Financial Advisor and Independent Insurance Agent I understand that all individuals have different needs and priorities even though the desire to preserve and augment their wealth while taking care of themselves and their families is the same.Whether you see Life Insurance as a financial asset, a protection for your family or for a business, a support in case of illness or other emergencies or even as a vehicle for retirement, I would like to help you find the insurance that is best suited for you so you reach your financial objectives!Under Florida Law, I am licensed as a Life, Health and Variable Annuities Agent (2-15) and have met all the continuing educating requirements. I work in the entire South Florida area and I look forward to working with you and your family!

Experience

  1. Financial Advisor

    Aston Insurance Group

    Feb 2007 — Present · Weston, FL, US

    Aston Insurance Group es una firma de seguros que se especializa en el area de seguros de vida y provee a sus clientes las mejores estrategias financieras y de seguros para cubrir sus necesidades. Nosotros entendemos que cada persona tiene diferentes metas por lo cual nos enfocamos en crear relacion valiosas y duraderas con las personas y familias con las que trabajamos para poder servirles mejor y comprender sus necesidades. ¡Nos enorgullece nuestra calidad de trabajo y estamos comprometidos en ofrecer servicio personalizado que sobrepase las expectativas de nuestros clientes! El exito y satisfacción de nuestros clientes es nuestro mayor objetivo.

Education

  • Profesional Association of Diving Instructors PADI

    Master Instructor PADI, Scuba Diving

    1997 — 2019

  • Universidad Jorge Tadeo Lozano

    Administración de Empresas, Ciencias Económicas y Administrativas

    1988 — 1993

  • Florida Department of Financial Services

    Life - Health & Variable Annuity Insurance, Financial Planning & Insurance and Financial Strategies for Business and Family

    2009 — 2009

Skills

  • Financial Advisory
  • Fixed Annuities
  • Scuba Diving
  • Universal Life
  • Life Insurance
  • Iras
  • Investments
  • Insurance
  • Strategic Planning
  • Long-Term Care
  • Term Life Insurance
  • Whole Life
  • Retirement Planning

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Freddy Palacio — Financial Advisor at Aston Insurance Group in Fort Lauderdale, FL, US | Unifers