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    Alice’s Financial Services

    5.0 (1 review)
    Closed 9:00 am - 7:00 pm

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    Services - Alice’s Financial Services

    Insurance planning

    Investment management

    Life insurance

    2 More Services

    Mortgage services

    Retirement planning

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    Recommended Reviews - Alice’s Financial Services

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    3 years ago

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    Alice J.

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    People searched for Life Insurance 593 times last month within 15 miles of this business.

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    Abt Insurance Agency - Stephanie Abt, Owner/Agent

    Abt Insurance Agency

    (80 reviews)

    Crestview

    I recently retired and have been doing research on Medicare and all the various options offered. I…read morewatched numerous You Tube videos and found that Abt Insurance did a very good job at explaining the various options one has. I decided to scheduled a meeting with them to learn in detail the options offered. My agent Abbie was amazing! I thought it would be a short introduction meeting but after about an hour or more of speaking with her I felt so well informed that I asked her to give me time process all the information she shared. Two days later I called her again to clarify some more questions I had and she quickly scheduled a call to help me. Abbie was so knowledgeable and explained things so well and really cared that I made the best choice for me. She really cared that I made the best informed decision to the point that she told me not to rush that even on New Years Eve she would process my application, so I would begin coverage on January 1st. True to her word, I reached out to her and she completed my application. If you want to have a great customer experience call Abt Insurance and ask for Abbie.

    Earlier today I had my first experience with Abt Insurance Agency. I had subscribed to their…read moreYouTube channel, was impressed, and decided to reach out to them for Medicare enrollment assistance. I spoke with Cameron for about 20 min. I'm fairly experienced with Medicare and this is the first time I've reached out for assistance. Specifically, I was looking to change my Part G insurer. Cameron was very patient, knowledgeable and provided me some excellent guidance. I had asked her about the least expensive Plan G available for me in Florida. She mentioned that the insurer was a "direct to consumer" plan, so her agency would get no benefit from this selection. However, she highly recommended them and again, answered all my questions. I highly recommend reaching out to the Abt agency, and highly recommend Cameron.

    Solstice Wealth - This is Julia, co-founder + principal advisor of Solstice Wealth

    Solstice Wealth

    (53 reviews)

    They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

    Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

    Alice’s Financial Services - lifeinsurance - Updated May 2026

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