LOVED BY CUSTOMERS, TRUSTED BY EXPERTS
360 view inleading the following: Growth of assets, liquidity, Retirement distribution, Tax planning for efficiency,
includes income distribution in a low tax environment during retirement, long term health planning,
and estate planning. Planning will include guaranteed or non-guaranteed income for life options
and focusing on comfortable risk management in retirement.
WHY CHOOSE AN
We can help you establish robust financial foundation
providing the ongoing advice.Learn more about how
registered investment advisors work with their clients
from an independent, industry sponsored website.
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David Appleby Bio
David Proudly serviced our nation in the United States Air Force and reserves for six years. He has lived in the Bradenton, Sarasota, and Tampa area for 25 years. David has served in the Financial Industry since 1996. David started Appleby’s Insurance and Financial Services in 1996. He later incorporated in 2002 when he formed BeeSure Services, Inc., dba Assurity Financial Group and Assurity Wealth Management in 2007.
Live Financially Free With
Maximizing returns to deliver the
highest reliable income for life.
Growth & Diversification
Active portfolio management to
hedge against inflation and
reduce risk of loss.
Cash Liquidity You Desire
Access to your money is
important when you want it,
WHAT SETS US APART
Our goal is to make sure that we are offering investments,advice and options that will always put your interest first.
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