Voyage Retirement Solutions

5.0 (2 reviews)

Financial Advising, Tax Services, Life Insurance

Open • 9:00 am - 5:00 pm

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Services - Voyage Retirement Solutions

Current year tax preparation and filing

Life insurance

Past year(s) tax preparation and filing

2 More Services

Audit and conflict resolution support

Tax planning

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Steffanie Rigetta Agency

(4 reviews)

I worked directly with Steffanie. She was very helpful and worked hard to get us great rates on…read morehome, car and motorcycle insurance.

We bid a homeowners policy out to no less than 5 agents and Steffanie came out with the best…read morepackage. Which was not an easy task since we had a prior loss marring our history. Thank you Steffanie!

Brockman Insurance Group

(4 reviews)

Daniel and Mike go above and beyond to make sure you're taken care of. They explained how all of…read morethe different coverages work and helped me save a ton. I highly recommend reaching out to see if they can help save you money on insurance as well!

Lowered my rates, increased my coverages, and exceeded my expectations!…read more Mike and the team over at Brockman Insurance Group are very professional and truly do their best to make sure they provide you with the absolute best business experience in the industry. Highly recommend!

Phill Henry, MPA

(3 reviews)

Phil has a vast knowledge of the financial world. I love how he explains things in a way I can…read moreunderstand and never tries to push me in any particular direction. He is wise beyond his years, yet young enough to stay on the pulse of current and upcoming trends. I'm always impressed speaking to him. He also is a great guy who is very involved in the community. I trust him with my money and consider him not only my advisor, but friend.

As a Realtor you can never predict when your next paychecks will be coming in. Phil helped me set…read moreup a sound financial plan to not only predict my future income, but allow me to invest into my retirement at a rapid rate. He's the best!

Lucile Loveitt

(1 review)

Lucille is a strong senior advocate who navigates the Medicare process so that you have the most…read moreoptimum coverage at the best possible price. She has great communication skills, is attentive to details and can put a human touch to an otherwise confusing task. I highly recommend Lucille as your agent for Medicare products.

From the owner: Who to better understand your Medicare needs then Someone who is Already on Medicare. Do you need…read moreLife Insurance? I can find a plan to fit your Needs and/or Budget. Call for your Free Consultation (727) 331-7380.

A&B Insurance and Financial - Florida Blue

(3 reviews)

These people harass you endlessly to try to get your renewal. They leave voicemail after voicemail…read morefor weeks on end. I asked them to remove me from their list and they still called me after that! I would take free insurance from this company.

I was approved and jumped through all the hoops. Had my application number. Waited to pay my…read morepremium and my bill never arrived. When i called Florida Blue said...sorry can't find your application. Seriously? After going through all that? I worked through a broker too. Florida Blue takes no responsibility for anything. No help. Now I am sitting with NO HEALTH INSURANCE. After I did my part to make sure I had it.

GM Tax Center

(36 reviews)

Wekiva Springs

Mike has been doing my taxes for 7 years. I will never go anywhere else. I was late to file this…read moreyear and contacted him, he was kind enough to submit an extension for me and I came in the following week. Easy online scheduling is great. Thank you again!!!

Rude Owner . He put us in debt with IRS because off mistakes he has done and What even funnier is ,…read moreHe thinks he gave us Favor ,we Own over $36 k to IRS while he was doing over taxes

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Nancy H.

4 years ago

Liz at Voyage Retirement is one of the kindest and most professional people I have met. So often anyone in sales pressures you to buy/invest in something without taking the time to explain or they belittle and bully you into making choices that don't even serve your needs. Liz could not be more different than that. She takes the time to listen to and understand what you and your family need and your long term goals, and then helps you make a plan to make it happen. If you want to feel respected and get the retirement help you need, see Liz. read more

Paula-Rae C.

4 years ago

I have been working with Kevin Keefer at Voyage for the past year and I am grateful and thankful that I was referred to the company. Kevin has advised me through every step of planning my retirement and continues to be a vessel of many answers. He has been honest in answering all my questions. It is very refreshing to have a professional to work with that can be trusted to answer my questions. Thank you Kevin and Voyage for your dedication and commitment to your clients. Dr. Paula C. read more

Kenneth G.

4 years ago

I am glad I chose Voyage Retirement Solutions to manage my retirement assets. My consultant, Marcellus has been extremely helpful and patient. He listens to my concerns, providing sound intuitive feedback that is both educational and helpful in making chooses that are best for my future. I have no reservations recommending Voyage Retirement Solution to my coworkers, family, and friends. read more

Isabelle D.

145

4 years ago

Daniel Rey was extremely helpful and knowledgeable when it came to helping us as a family figuring out how to navigate our finances and save for the future. He's been with us every step of the way and he actually feels more like family than anything. He wasn't pushy and I felt like he really wanted to help! I would recommend him to any of our friends and family. read more

Monica G.

4 years ago

My experience with Elizabeth Baker at Voyage has been great. She made my transition out of the FRS very simple and walked me through the entire process. I have gone to her with several questions and she has been very responsive. She is professional and has always been on time for our appointments. read more

Nina H.

5 years ago

Daniel and his staff are so helpful and responsive. I was so nervous about retiring and they helped me to see it was all going to be fine. Daniel is also helping with other things as well - insurance, wills, legal needs. So much help. I have recommended him to many of my friends and family. read more

Richard M.

4 years ago

Daniel from voyager retirement has always taken his time to explain your retirement options. I never feel rushed or pushed into things I don't need. He makes sure your retirement needs are taken care of and as little guess work as needed to follow a detailed plans for financial security. read more

Adriane T.

4 years ago

My husband and I have been working with Kevin who has been providing us several options to meet our financial needs. Kevin thoroughly explains details to help us determine the most appropriate path forward and has been patient with us. We are very pleased with our experience thus far. read more

Will K.

4 years ago

I have been working with Kevin Keefer at Voyager Retirement Solutions. He has been very professional & personable offering very sound financial advise with great results in helping me get closer to my retirement goals of which I am very grateful. read more

Wendy D.

4 years ago

Daniel Rey and the team go above and beyond! They are professional, personable and highly knowledgeable. I am so grateful for their services, the time they spend with me and for ensuring I have a happy retirement. I highly recommend! read more

Francella L.

110

4 years ago

Marcellous has been my financial advisor for several years. He meets with me regularly to make sure I am on track with my retirement goals. His insight and advice has been extremely valuable. read more

Jordan G.

4 years ago

Liz Baker with Voyage Retirement was great to work with. She worked tirelessly to consolidate my previous 401k into a new retirement plan that will work for my future goals. read more

Vanessa M.

194

4 years ago

Liz is there best around!! Thoroughly discussed all is my options. I was able to make an informed decision that works best for my future. Liz is TOP NOTCH!!! read more