Goals for our clients...

  • Safety 1st
  • Reasonable Rate of Return
  • Systematic Income
  • Keep it simple

Better Business Beauro

Florida Office or Insurance Regulation

If you are interested in learning more about BeeSure Wealth Management or any of the services provided please contact the following people:

Lisy Smart Reception / Clerical Lisy_S@beesure.com
Monica Appleby Office Manager Monica_A@beesure.com
Josh Nichols Chief Operating Officer Joshua_N@beesure.com
Bill Lavin Manager, Tax Preparation Bill_L@beesure.com
General Office Questions  ContactUs@beesure.com

1-888-443-2136 (Toll Free)
941-739-5006 (Sarasota/Bradenton Area)

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