Call Us Today:
386.364.1000

Financial Services

Helping You Map Your Future

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Suwannee Insurance Agency, Inc. is committed to helping you realize your fiscal goals.

At Suwannee Insurance Agency, Inc., our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:

  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Suwannee Insurance Agency, Inc., we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Suwannee Insurance Agency, Inc..

We are proud to provide fiscal planning services for clients near Live Oak, Lake City, Merritt Island, Gainesville, Madison, and Jasper.

Our Locations

Suwannee Insurance of Live Oak

1720 Ohio Ave N
Live Oak, FL 32064
Main office: 386-364-1000
Fax: 386-362-6118

Suwannee Insurance of Madison

348 West Base Street
Madison, FL 32340
Main office: 850-973-8341
Toll free: 800-771-6606
Fax: 850-973-3774

Suwannee Insurance of Merritt Island

2555 N. Courtenay Pkwy, Suite 34
Merritt Island, FL 32953
Main office: 321-877-4888
Toll free: 800-771-6606
Fax: 321-877-4884

Our Providers

Testimonials

I have been working with Ann Cooper for the last few years, and I always get good service - with a smile.
Carol P.
Yes, we have always been pleased with the service from the Suwannee Insurance Agency, Inc. When we have had problems with Bank America saying we did not have insurance on our home you immediately sent required documentation to prove we had no break in service. Your agency is always on top of the situation when we had to file a claim and made it much less complicated than we expected. Thank you, Charles & Linda Musgrove
Charles M.
We appreciate the personal and conscious service. We always get an answer to any of our questions.
Burton L.
We appreciate that you keep the rates as low as possible. Thank you.
Eugene G.
Timely, professional service every time!
James T.
It's nice working with people who know their job, and Suwannee is full of them. Great company to work with.
Martin M.
Lisa did a fabulous job helping me get my computer setup for a Allied insurance icon. She is always pleasant and helpful. I give her a 10 star rating!
Linda L.
I have referred several of my customers to Mareia at Suwannee Insurance Agency. She is always there when I need her and always helpful. She finds the best insurance to fit my needs and answers all my questions.
Nelda H.
Suwannee Insurance is my hometown pick for my insurance needs. When you walk in the door you are welcomed with a warm hello and a smiling face. Any needs I might have are immediately addressed in a prompt manner. Thank you Suwannee Insurance, job well done!
Patricia B.
Always there when you need them. Any time I have had a question, always get to talk to someone and get an answer.
Donna A.
I have always been pleased with the service Suwannnee Insurance Agency has provided. They have been prompted with all my insurance needs.
Gloria H.
I have been with Suwannee Insurance since I moved to Live Oak in 2004. Maria, an agent for Suwannee Ins. has always been so helpful. As an agent, Maria has always taken her time to explain the different insurances to me, even when I go into the office, she has a few minutes for me. what a great personal touch and asset for the company.
Linda R.
I just wanted to commend your agency on how wonderful and polite you and the individual that answered my call were. I am in contact with insurance agencies all across the United States and Suwannee Insurance has been the most delightful agency that I have ever contacted. Excellent job!
Josh A.